Lead Intake & Routing
Capture every lead and send it to the right place.
We design intake flows that collect the right details and route each lead to the right person or system automatically.
Why lead intake & routing
- ✓No more leads getting lost in inboxes.
- ✓Consistent questions asked every time.
- ✓Faster handoff to the right team or system.
What we build
Multi-step website and chat intake forms
Routing rules by location, service type, or urgency
Automatic lead creation in your CRM, sheets, or helpdesk
How it works
1
Design your ideal intake
2
Connect your tools and routing rules
3
Monitor, refine, and scale
Intake & routing examples
Switch between HVAC and Law Firm to see how the same engine adapts questions and routing.