Lead Routing
Route leads to the right representative instantly with smart rules, including stickiness and dedicated NRI routing.
The problem teams live with
A lead lands at 11pm. It sits in a queue until someone opens the CRM at ten the next morning, by which time the buyer has spoken to two competitors. Or it routes to a representative who does not speak the buyer's language, does not cover that project, and is already carrying sixty leads he cannot call.
How Sell.Do solves it
Sell.Do routes on the attributes that decide whether a lead gets worked: project, city, language, source, score and current representative load. Round-robin distributes fairly, capacity rules stop dumping on the busiest representative, and unclaimed leads escalate on a timer rather than dying quietly. Routing runs the moment the lead is created, at any hour.
Lead Routing, step by step
- 1Round-robin, skill & project routing
- 2Lead stickiness — back to the same representative
- 3Separate NRI routing rules
- 4Capacity-aware assignment & instant reassignment
Rule-based routing on project, language, source, score and representative load — with escalation when nobody claims.
Built for the real workflow
- Round-robin, skill & project routing
- Lead stickiness — back to the same representative
- Separate NRI routing rules
- Capacity-aware assignment & instant reassignment
Jarvis routes to who closes, not who is next
Jarvis knows which representative converts NRI buyers on weekend slots and which one owns the affordable inventory conversation, and routes accordingly — with the override always available to a human.
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Learn moreFrequently asked questions
The lead escalates on your SLA timer — first a reminder to the representative, then an alert to the team lead, then reassignment. Escalations are computed on working hours, so nobody is paged at 2am for a lead that arrived at midnight.
See Lead Routing on your own pipeline
Book a 30-minute walkthrough tailored to your projects, team and process.
