ProspectRoute — lead scoring & routing
Every enquiry captured, scored and assigned to the right rep within minutes — with a clock on it, so nothing goes cold.
Step 1 · Capture
- 9Website form
- 3Missed calls
- 6Email enquiries
- 5Event lists
Every source in one queue — nothing sits in somebody's personal inbox over the weekend.
Step 2 · Enrich
- CRM matchExisting contact — merged
- CompanyWebb & Co ✓
- Size · sector~40 staff · Logistics
- RegionNorthwest ✓
Checked against your CRM first, so two reps never call the same company the same week.
Step 3 · Score
- Fit — size, sector, region+38
- Intent — asked for a quote+31
- Timing — wants it this quarter+23
- Score92 / 100
You set the weights, and the score always shows its working — so a rep can disagree with it for a reason.
Step 4 · Route
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AssignedMaya Chen
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At capacityDev Sharma
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Wrong territoryRina Poudel
- Score 41 → nurture
Territory first, then who actually has room — not round-robin into a full desk.
Step 5 · Follow up
- CRMLead created, owner Maya Chen ✓
- TasksCall due in 30 minutes ✓
- EmailAcknowledgement sent ✓
- SLAUntouched in 30 min → escalates
The clock starts the moment the enquiry lands, not when somebody gets round to opening it.
ProspectRoute
Enquiries arrive from your website, your phone and your inbox — and go cold while they wait to be logged and assigned. This captures each one as it lands, scores it against the criteria you care about, and gets it to the right person.
The pattern is familiar: an enquiry arrives on Friday afternoon, sits in a shared inbox over the weekend, and gets assigned on Tuesday to whoever is free rather than whoever is right — by which point the person who sent it has already spoken to somebody else. What changes: it is scored and assigned within minutes of arriving, and there is a clock on it so it cannot quietly go stale.
- Capture
- Enrich
- Score
- Route
- Follow up
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Capture
Website forms, email, missed calls transcribed into text, and bulk lists from an event you exhibited at. All of it into one queue, so no source depends on a particular person remembering to check it.
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Enrich
Before anything else, the enquiry is checked against your CRM. An existing contact gets merged rather than duplicated. What is missing — company, rough size, sector, region — is filled in, so the person picking it up already knows who they are talking to.
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Score
A score built from three things you define: how well they fit, how much intent they have shown, and whether the timing is real. The breakdown is always visible, because a score a rep cannot interrogate is a score they will quietly ignore.
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Route
Assignment respects territory first and current workload second, so a strong lead does not land on the desk of someone already fourteen deep. Low scorers are not discarded — they go to a nurture sequence and stay warm.
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Follow up
The lead is written to your CRM with an owner, a call task, and an acknowledgement already sent to the person who enquired. An SLA runs against it, and if nobody touches it in time it escalates rather than expiring quietly.
- Lead-source audit
- Scoring model tuned to your criteria, with visible reasoning
- Assignment rules for territory, capacity and escalation
- Pipeline visibility dashboard