Still routing leads manually or relying on basic CRM logic? I build lightweight, rule-based lead routers that ensure every lead gets to the right person — no confusion, no delay.
Who It's For
- SaaS or service companies with 3+ people handling leads
- Teams with products across regions, languages, or verticals
- Sales orgs lacking advanced CRM routing
- Ops teams wanting smarter automation without CRM upgrades
Use Cases
- Route sales leads by region, workload, or product
- Send support tickets to the right specialist
- Escalate VIP leads to senior staff instantly
- Trigger Slack alerts for high-value leads
Core Features
- Webhook input or CRM integration
- Rules based on geography, product, score, or availability
- CRM owner assignment + Slack/email alerts
- Optional Google Sheet or Notion DB updates
- Optional YAML config or rule editor
Scope Constraints
- Max 2 input sources
- Max 1 CRM integration
- Max 5 routing rules
- No intake UI — assumes leads are already captured
- No dashboard — optional flat-file or CSV export
Optional Add-ons
- Strategy Sprint: +$2,500
- Ongoing maintenance: $1,000/month