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Manage every lead from first touch to handoff
Manage every lead from first touch to handoff
See a complete timeline of interactions, score and route leads automatically, and coordinate marketing and sales from one source of truth.
Manage every lead from first touch to handoff
Manage every lead from first touch to handoff
See a complete timeline of interactions, score and route leads automatically, and coordinate marketing and sales from one source of truth.
Manage every lead from first touch to handoff
Manage every lead from first touch to handoff
See a complete timeline of interactions, score and route leads automatically, and coordinate marketing and sales from one source of truth.
Centralize lead work for speed and consistency.
Use one workspace to capture, qualify, and follow up. Keep context with logged emails, calls, meetings, and web activity on each record and hand off with full history.
Prioritize with scoring
- Fit and engagement-based models that reflect your ICP.
- Decay and negative criteria to prevent stale interest inflating scores.
- Alerts when leads cross thresholds for timely outreach.
Route instantly
Rules
Assign by territory, ownership, product line, or availability.
Tasks
Create follow-up tasks and SLAs to ensure quick response.
Continuity
Handoffs include complete history so reps never start cold.
Nurture effectively
Enroll leads in segmented sequences, trigger steps from behavior signals, and personalize content with CRM data to move prospects toward opportunity.
Report clearly
- Conversion rates by source, program, and segment.
- Response time and speed-to-lead impact.
- Pipeline created and revenue by cohort.
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