SPEED TO LEAD

The first five minutes, handled.

Leads arrive deduplicated, junk-checked and owned. The rep's phone starts the clock. Your manager sees every miss.

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No card · 20 seats · 25,000 leads a month · Nothing switches off on day 60

Fig. 1 — One lead's path from the form to a rep.

Routing rules with 'Round-robin to available agents', two ordered rules and one paused rule. — Fig. 2 — Routing rules: round-robin, ordered rules, one paused. Demo workspace.

How a new lead is handled

Every source, one book.

IndiaMART, Google Ads lead forms, Zapier, Pabbly Connect and your website post into one place. Meta Lead Ads arrive through Pabbly Connect or Zapier.

In the app: Setup › Integrations

The integration library with IndiaMART, Google Ads lead form, Zapier, Pabbly Connect and Custom webhook cards, Pabbly expanded with 'Copy URL'. — Fig. 3 — The integration library in Setup › Integrations. Demo workspace.

One person, one lead.

Re-submits from the same phone number update the existing lead instead of creating a duplicate. Duplicates that slip in can be merged without losing history.

In the app: Leads › All leads

The New lead dialog asking 'Who works this lead?' with 'Me — I keep this lead', 'Auto-assign to the floor' and teammates listed by name. — Fig. 4 — 'New lead' asks who works the lead. Demo workspace.

Junk set aside, with the reason.

Bots and form-stuffers are quarantined on arrival, and a real lead is restored in one tap.

In the app: Leads › 'Show hidden' · mobile 'Restore'

The parked screen on Android listing parked and junked leads with 'Restore'. — Fig. 5 — Parked and junked leads, with 'Restore'. Demo workspace.

An owner in the same moment.

Round-robin to available agents, or ordered rules where the first match wins. Paused reps get nothing.

In the app: Setup › Routing rules

A push, then a clock.

The assigned rep gets a notification, and a fresh lead shows 'reply in m:ss' on the Today tab.

In the app: mobile Today

The Android app's Today tab: a fresh lead reading 'NEW · reply in 4:37', a streak chip, two follow-ups due and a meeting. — Fig. 7 — The Today tab on Android. Demo workspace.

A miss becomes a manager's problem.

The New stage has a 15-minute SLA, checked every minute. Breaches land in At risk.

In the app: Setup › Pipelines · Floor › At risk

The pipeline stage editor showing win percentage per stage and a 15-minute SLA on New. — Fig. 8 — The stage editor: win % per stage and the 15-minute SLA on New. Demo workspace.

Guides

Set it up

Questions

Do I need Zapier for Meta?

Today you connect Meta Lead Ads through Pabbly Connect or Zapier. The guide shows every step.

Can a rep keep a walk-in they captured?

Yes. Whoever adds a lead chooses 'Me — I keep this lead', 'Auto-assign to the floor' or a teammate by name.

What about leads at 2 am?

They're assigned and on the rep's list right away. Staff alerts wait out quiet hours instead of buzzing at night, and are never dropped.

Start Monday. Know by month two.

60 days free on Growth-plan limits. No card. A person from our team before day 60.

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