Lead Route
SmallCRM · Sales managers and reps
Instantly route each lead to the right rep and track first-response time so hot leads don't cool.
Built in this build
- Rule-based auto assignment
- First-response timer
- Pending lead queue
- Assignment rules and rotation
- Rep capacity
- Classifies lead text by topic and urgency
- Response time and rep workload
Vision (needs external services)
- Alerts and reassignment for unanswered leads
- Web form and email intake
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Rule-based auto assignment
- First-response timer
- Pending lead queue
Admin modules
- Assignment rules and rotation
- Rep capacity
AI capabilities
- Classifies lead text by topic and urgency
Automations
- Alerts and reassignment for unanswered leads
Analytics & reports
- Response time and rep workload
Integrations
- Web form and email intake
Mobile
- New-lead notifications
Roles & permissions
- Manager
- Rep
CRM →
Deal Deposit
Collect a deposit on won deals so verbal yeses don't cost you money and time.
Quote Craft
Quote creation and approval tracking for small teams.
Handoff Desk
Hand a won customer from sales to onboarding with nothing lost, avoiding a rough start.
Refer Reward
Track customer referrals and rewards so your cheapest sales channel doesn't go unrecorded.
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