Lead routing automation: every lead reaches the right rep while it is still warm.
Lead routing automation assigns every new lead the moment it is created. We build it around the CRM you already have, at a fixed price, with no new tool your team has to learn.
Sound familiar?
- Inquiries sit in a shared inbox for hours or days.
- The lead goes to the wrong rep and gets passed around.
- Marketing says "handed over". Sales never saw a thing.
- Fixed price before you commit
- Live in 4–12 weeks
- You own the code and data
From the form to a rep who knows what is going on
This chain runs automatically when the record is created. Nobody has to forward anything.
01
Form
Website, demo request, signup or import
02
Enrichment
Company, size, industry, location
03
Dedupe
Known accounts are merged
04
Scoring
Fit plus behaviour sets the priority
05
Assignment
The first matching rule decides
06
Sales has the lead with context
Source, score, page visits and past touches in one message
SLA clock
You decide how fast first touch has to happen. If it does not, the team lead gets an alert and the lead is reassigned.
The rules that decide who gets the lead
The rules are checked in order. Every assignment is logged with its reason, so you can always see why a lead ended up where it did.
The values are examples. We take your territories, segments and account lists from the first call.
Named account
If the account already belongs to someone, then the lead goes straight to that person.
Territory
If the company is based in the South region, then it goes to the South team.
Segment
If the company has more than 500 employees, then it goes to the enterprise team.
Capacity
If someone is at full load or on holiday, then that person is skipped.
Round-robin
If no earlier rule matched, then it is assigned in turn across the team.
What you have at the end
- Routing rules as versioned code with tests, readable by any developer
- Enrichment and dedupe on creation of every record
- SLA clock with alerts and automatic reassignment
- Handoff message with context in the channel your sales team already uses
- Reporting: time to first touch and SLA compliance per team
What it costs
- One lead source, rules, SLA alert and handoff
- €5,000–15,000
- Several sources, scoring, handoffs through to onboarding
- €15,000–30,000
Fixed price after a free analysis. Live in 4–12 weeks, depending on how clean your CRM data is today.
All pricesWant to automate more than assignment, such as research, follow-ups or proposals? Then our broader sales automation service is the better fit.
Questions about lead routing automation
Does it work with our CRM?
Yes, as long as your CRM has an API. All common systems do. We build the routing tool-neutral around your existing CRM, and your team keeps working in the interface it knows.
How much does lead routing automation cost?
For one lead source with rules, SLA alerts and handoff, projects usually land at €5,000 to €15,000. With several sources, scoring and more handoffs, at €15,000 to €30,000. We quote the fixed price after the free analysis.
What happens when a rep is sick or on holiday?
Absence and workload are rules of their own. Anyone who is away or already has too many open leads is skipped. If a deadline is still missed, the SLA clock reassigns the lead.
Who maintains the rules afterwards?
You do. Code, documentation and data belong to you, and your team changes territories or lists itself. If you want, we keep looking after the system; that is optional and offered separately.
How long will your next lead wait?
Tell us how leads are assigned at your company today. Within one business day you get an assessment and a proposed scope.
Ferhat Ziba
Founder, Melexsoft