A lead nobody owns is a lead nobody works.
The second a lead comes in, it goes to the right person by trade, territory, job size, or whose turn it is. They get the details on their phone, and if they sit on it, the lead moves to somebody who will work it.
How it works
Where a lead goes the moment it lands
01
Score and sort
Job type, service area, source, and what they said they need. A commercial re-roof and a $200 service call should not land in the same place.
02
Assign by your rules
Round-robin across your sales team, by territory, by trade, or straight to the owner over a dollar threshold. Days off and off-hours are part of the rule, so nothing gets assigned to somebody on vacation.
03
Alert with the whole picture
The alert carries the name, the number, the job, the source, and one-tap call and text. Nobody has to open the CRM to find out what the lead even is.
04
Escalate on silence
No touch inside the window you set and it re-alerts, then reassigns, then reaches the owner. The clock is visible, so nobody has to wonder whether it got worked.
05
Ownership stays on the record
Who it went to, when they touched it, and what came of it sits on the contact. Slow response becomes something you can look at instead of something you suspect.
On your stack
How it plugs into your CRM
- Rules live in a config you can change, so adding a rep or a territory takes minutes and no developer.
- Every source lands in the same pipe: web forms, calls, chat, Angi, Google, and whatever else you pay for.
- Assignment and stage moves write back to your CRM, so the pipeline stays true without anyone updating it by hand.
- Alerts arrive where your team already is: text, email, or the CRM app, set per person.
- It runs alongside speed-to-lead. The lead gets its instant reply while the routing works out who owns it.
Questions
The things owners actually ask.
- We are two guys. Do we need routing?
- If the answer to "who is taking this one?" is always the same person, no. It earns its keep the moment more than one person could take a lead.
- What counts as working a lead?
- A call, a text, or a reply logged against the contact. Opening the record does not count, which is the point.
- Can the owner see everything?
- Yes. Response times per person and per source, and every lead that timed out.
- What about leads that come in at 2am?
- They get the instant reply and sit in the queue until your first assignment window, unless you flag that job type as an emergency.
See how long your leads sit before anyone touches them.
A free 15-minute audit measures first-touch time by person and by source on your real pipeline, and shows what the slow ones are costing.
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