The right person, every time
Each answer picks the meeting and the person, then the team takes turns fairly. Every lead keeps a note of why.
Free plan. No card needed.
Works with
HubSpot
Salesforce
Omniscient
Slack
Google Calendar
Outlook
Instead of sorting leads by hand, rules that decide in a second
No inbox to watch and no list of whose turn it is.
Before
With Claritia
Everything you need to route every lead
Route by any answer
Rules read the answers in order. The first that matches books a meeting, books a person or sends something. Everyone else goes to a team.
Take turns, fairly
Round robin with weights and priority. People who are away or at their cap are skipped, and the most due person gets the next lead.
Known leads go to their owner
Someone who's already in your CRM books with their owner, or with whoever they met before. If the owner is away, the team takes over.
See why, every time
Every meeting shows the rule that matched and why that person was picked. Fix a rule and the next lead follows it.
Set the rules once, route every lead
- 01
Ask what you need to know
Team size, country, budget or anything else, right in the form.
- 02
Add rules in On submission
If an answer is this, book that meeting or that person.
- 03
Build your team
Who takes turns, their weights, caps and away days.
- 04
Leads book with the right person
On the spot, with a Slack note to the host.
Forms built to qualify
Each asks what routing needs, then books the right meeting.