
Assign right leads to the right rep
Route leads based on territory, industry, deal size, source, or custom logic. Smart Routing ensures every lead reaches the representative best suited to handle it.
Smart Router
Route and assign leads inside your CRM with enriched data that turns intent into booked meetings instantly.

Route leads based on territory, industry, deal size, source, or custom logic. Smart Routing ensures every lead reaches the representative best suited to handle it.

Route leads based on territory, industry, deal size, source, or custom logic. Smart Routing ensures every lead reaches the representative best suited to handle it.

Collect leads through embedded forms, pop-ups, meeting schedulers, or APIs. Every submission instantly creates a record in your CRM and automatically routes it to the right rep.
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Book meetings instantly as prospects submit forms. Instantly view availability, schedule meetings with zero emails or wait time, and automatically connect to the assigned rep.
Smart Routing helps teams distribute leads intelligently, maintain visibility into assignments, and keep pipelines moving without manual coordination.
Smart Routing keeps lead flow consistent across every rep, so the right leads always land with the right reps, instantly.

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Understand which rules drive conversions, where leads slip through, and improve routing logic over time with analytics.
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Go from first lead to first meeting in one place - no third-party setup, no consultants, no config calls.
Every incoming lead is checked against your existing CRM records before it's routed to maintain CRM data hygiene.
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Route every lead with richer context. AI enrichment fills in key details automatically so your team can route leads more accurately and continuously improve assignment decisions.
AI-enriched data gives your routing rules more context - such as company size, industry, and geography. This allows Smart Routing to assign leads to reps based on AI fit tags, not just the limited information provided in a form.
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Collect everything from contact details to company firmographics without long forms. AI enriches records with essential company and contact details automatically, helping your team understand lead quality instantly.
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Easily analyze assignment rules so you can understand how leads move through your routing rules. Identify bottlenecks, validate rule performance, and refine distribution as your team grows.

Customize form colors and fields to match your brand's visual identity perfectly.
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