Lead routing & handoff automation
No lead falls through. Ever.
A lead that waits is a lead that’s gone. We build the routing that gets every inquiry to the right rep the moment it lands, by territory, product line, and account owner, with a timestamped record proving it.
The problem
Most leads don’t die from bad selling. They die waiting.
Routing by inbox
Whoever notices, maybe
- Inquiries land in a shared inbox and go cold
- No rule for who owns what, so nobody owns it
- Existing accounts routed to the wrong rep
- No record of how long a lead waited
With Novatorius
The right rep, instantly
- Every inquiry creates a record and routes on arrival
- Rules by territory, line, and existing ownership
- Account history respected, not re-assigned by accident
- Speed-to-lead measured and held accountable
Capabilities
What we build
Routing rules
Assignment by territory, product line, account ownership, and round-robin where it fits.
Instant handoff
Leads notified to the owning rep in seconds, with the context to act on them.
Accountability
Speed-to-lead and follow-up tracked, so a missed lead is visible, not invisible.
Questions
Common questions
We’re small, do we need routing?
If leads ever land in a shared inbox, yes. Routing isn’t about size; it’s about making sure no inquiry depends on someone remembering to check email.
Does this work for existing accounts?
Yes, that’s where naive routing breaks. We respect existing ownership so a current customer’s inquiry goes to their rep, not a random one.
Where does routing live?
In the CRM, wired to your store and forms. It’s part of making the CRM the system of record, which is why it sits inside the sales-systems work.
Start here
Find out how many leads are dying in your inbox.
A free working session measures your speed-to-lead and maps the routing you’re missing.