A B2B SaaS team recovered 31% of inbound leads that were slipping through.
Industry: B2B SaaS · Geography: US · Scale: ~80 employees
Inbound leads landed in a shared inbox and a spreadsheet. Routing depended on who saw it first; follow-ups slipped when reps were heads-down; and the data in the CRM was always a week stale.
An end-to-end lead-routing system: capture → enrich → score → route → remind. Reps see only the leads assigned to them, the CRM stays current on its own, and no lead sits untouched for more than 4 hours.
The system, end to end, press play to see it run.
- 01Capture & enrich
Every inbound form, chat, and referral lands in one stream, deduped and enriched with company + role data.
pending - 02Score & route
A scoring model grades fit; routing rules assign to the right rep by territory, segment, or product line.
pending - 03Follow-up reminders
If a lead isn't touched in 4 hours, the rep and their manager both get nudged. Nothing falls through.
pending - 04CRM in sync
Every touch, stage change, and note is written back to the CRM, no manual data entry.
pending
+31%
qualified leads reached the right rep
< 4 hrs
from capture to first touch
0
manual data entry by reps
“We stopped losing deals because someone was on PTO. The pipeline is now something we can run a forecast against.”
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Response time
Within 1 business day
Coverage
USA · UK · EU
Team
15 people · 10 engineers