Getting the right lead to the right person, automatically
One module inside a Revenue System — not a standalone tool. Qualified leads reach the right person based on rules you define.
Where this sits in the Revenue System
Lead routing is not a separate product — it's the module that decides what happens right after a lead is qualified (see AI Lead Qualification) and logged in your CRM (see Website CRM Integration). Together they form one connected path from inquiry to the right person's inbox — this page focuses on the routing decision specifically.
The problem with a shared inbox
When every lead lands in one shared inbox or one person's inbox, routing depends on whoever happens to check first — and leads for the wrong specialist sit waiting for someone to notice and reassign them. Routing rules remove that dependency.
How routing rules actually work
Rules are based on whatever matters for your business — service type, deal size, territory, or which team member currently has capacity. A qualified lead is assigned automatically based on those rules, with the qualifying context attached, instead of arriving as a raw, unassigned message.
What happens when nobody's clearly the right fit
Routing rules include a default — a fallback person or queue for inquiries that don't cleanly match a specific rule — so nothing sits unassigned simply because it didn't fit a category.
Questions
Is this a separate tool I need to buy?+
No — it's a module configured as part of a Revenue System, not a standalone product sold on its own.
Can routing rules be based on team capacity, not just category?+
Yes — rules can include current workload, not just service type or territory.
What if our team structure changes?+
Routing rules are adjusted as your team changes — they're not fixed permanently at setup.
Does this work with our existing CRM?+
Yes — routing operates on top of the CRM connection described in Website CRM Integration.