On the roadmap
Leads Management
Capture, qualify and route leads before they hit your CRM.
What it does
Leads Management captures leads from multiple sources into one place, then qualifies and scores them before they're worth a sales rep's time.
Assignment and routing rules push qualified leads to the right rep automatically, and a hand-off action turns a qualified lead directly into a CRM deal — no manual re-entry between the two modules.
How it works
- 1Capture leads from configured sources into one queue
- 2Score and qualify leads against defined criteria
- 3Routing rules assign qualified leads to a rep
- 4Hand off into a CRM deal once qualified
Built for
Marketing and pre-sales teams that need to qualify leads before they reach sales.
Included in Leads Management
- Lead capture forms & sources
- Qualification & scoring
- Assignment & routing rules
- Hand-off into CRM deals
$39/month
Per organization. 14-day free trial.
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