Lead routing & CRM automation
Bring incoming leads into one workflow. Deduplicate records, complete required fields and assign the right person by region, product or sales rules.
A connected business process
New lead → Validate → Assign → Create CRM record → Follow up
What we build
- Lead intake across approved channels
- Deduplication and field mapping
- Configurable assignment rules
- Automatic CRM record creation
- Exceptions and owner notifications
How we validate it
Validate field completeness, assignment accuracy and duplicate handling against sample leads. Log exceptions and provide a manual fallback.