AI automation · AI lead routing + qualification
AI lead routing + qualification, built on your CRM.
Speed-to-lead drives win rate. AI agents that route, enrich, and qualify inbound in under 60 seconds — using your real ICP definition + lead-scoring rules — turn cold inbound into hot pipeline before competitors notice.
What we build
Inbound enrichment agent
Form fill → enrichment from Apollo + LinkedIn + your CRM history + the lead's actual website. Output: full context attached to the CRM record.
ICP scoring agent
Lead context → scored against your ICP definition. Tiered: hot / warm / nurture / disqualify.
Routing logic
Routed to the right AE based on territory, vertical, deal size, current capacity. With round-robin, with caps, with overrides.
First-touch agent
Hot leads → first-touch email or SMS within 60 seconds, personalized from enrichment context. AE follows up warm.
Dashboards + analytics
Pipeline-impact reporting: leads routed, qualified vs disqualified, time-to-first-touch, win rate by lead source.
Default stack
- Claude (reasoning)
- HubSpot / Salesforce / Close (CRM)
- Apollo + LinkedIn Sales Nav (enrichment)
- Twilio (SMS)
- Gmail / Outlook (email)
- Slack (AE notification)
- Custom dashboard
Who this is for
B2B teams with meaningful inbound lead volume (>100/mo) where speed-to-lead and qualification quality directly affect pipeline.
Questions
How is this different from Distribute / Default / round-robin tools?+
Those are routing rules — first-fit, round-robin, territory-based. We build the agent layer above that: real-time enrichment, ICP scoring, first-touch generation, all coordinated. The routing is just one step in the pipeline.
Will it work with our existing CRM?+
Yes — HubSpot, Salesforce, Close, Pipedrive, Copper, and the rest of the standard CRM ecosystem. We integrate with your CRM rather than replacing it.
How long to ship lead routing for our team?+
Single-Workflow Build engagement (~3 weeks). Lead routing is one of the most common workflows we ship and our most-validated playbook.
Other use cases