Marketing Automation and CRM
Lead Routing
Most lead leakage is administrative: the enquiry arrives, nobody owns it, and Tuesday becomes next month. Routing removes that gap.
- Engagement
- Included in the automation implementation.
- Outcomes tracked
- First response timeLeads acceptedUnassigned lead count
Included
What this covers.
Delivered by the same team that builds your site and systems, so the work is not handed between agencies.
- Assignment rules by territory or product
- Round robin with availability awareness
- Instant notification by email and WhatsApp
- Escalation for unaccepted leads
- Duplicate and existing-customer detection
- Response time reporting
In detail
Who it suits, and how it works.
Best fit
Businesses receiving enquiries across forms, calls and WhatsApp with no single owner for each.
Assignment, not awareness
A notification to a shared inbox is not ownership. Routing assigns a named person, with a fallback and an escalation if the lead is not accepted.
Response time is measurable
We track first response per lead. It is the single strongest predictor of whether an inbound enquiry converts.
Questions
Before you commit.
- What is a reasonable response time?
- Under an hour during working hours. Beyond that, contact rates drop sharply for inbound enquiries.
- Can routing handle multiple branches?
- Yes, by pincode, city or product ownership, with fallback assignment when nobody is available.
More within Marketing Automation and CRM
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Tell us what you are trying to fix.
A short conversation is usually enough to know whether we are the right fit. If we are not, we will say so.