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Lead Capture & Routing

Every lead captured, scored and in front of the right person.

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Salesperson managing trading leads on a laptop in a modern office

Leads come from forms, ads, webinars, referrals and imports. Lead Capture & Routing pulls them into one pipeline as they arrive, removes duplicates, enriches the record and scores it by intent.

Routing rules then send each prospect to the right salesperson by language, region or rotation with follow-up reminders attached. Managers get a live view of where each lead stands and what is stuck.

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What's included

  • Capture from forms, landing pages, ads and imports
  • Duplicate removal and enrichment
  • Intent scoring tuned for FX
  • Routing by language, region or rotation
  • Follow-up reminders
  • Activity timeline per prospect
Lead Capture & Routing FAQ

Common questions.

Yes, in minutes. Leads arrive with their source tagged.

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