Lead Routing Automation
You shouldn't lose a lead just because it sat in a triage queue.
Lead routing software that picks up every MQL, checks territory rules, firmographic fit, and rep capacity, and routes within the hour. You confirm the edge cases. Leads hit the right rep while they’re still warm.
~5 hrs/wk back to you · every MQL routed to the right rep within the hour
HOW IT WORKS
Three steps per lead.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents pick up every lead as it lands.
From your forms, LinkedIn, event lists, third-party databases, manual imports — each lead ingested within minutes and queued for routing. No more ‘forgot to route the ClickUp list’ moments.
Step 2
Agents check territory, firmographic fit, and rep capacity. Then route.
Geography, account size, industry, product interest, SLA on current pipeline — each rule applied in sequence. Clear matches route to the rep; ambiguous ones flag for your review. Routed within the hour, not the day.
Step 3
Your revenue lead clears the edge cases. Reps work warm leads.
Ambiguous leads queue with the routing options shown. Pick one or kick back with a note. Reps see leads while they’re still warm; the system learns the pattern for next time.
Where the line sits.
Agents run the repetitive work your revenue lead shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Route a strategic or named-account lead to the default queue without your sign-off.
- Move a rep from ‘full capacity’ to ‘available’ without your review.
- Email a lead or prospect directly without your revenue lead approving the outreach.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
Yes. Geography, segment, ABM tiers, named-account overrides, vertical specialists — each rule modeled during kickoff. Ambiguous cases always route to you for a call.
The original lead surfaces with the routing rationale. You reassign with one click, and the rule correction propagates. No ticket queue, no ‘that’s how it was configured.’
It can for most SMBs. For enterprise accounts already running LeanData, we layer on top — your routing engine keeps the rules, agents handle the intake and edge cases.
Three deployment options: our compliant environment, your cloud, or on-prem. Data stays in the perimeter you pick. Agents read inline to do the work — nothing copied, stored, or used to train models.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
