Lead Management

Lead Capture & Routing

We manage lead capture and routing management workflows to ensure every inquiry reaches the right sales representative at the right time. From website forms to paid ads and integrations, we streamline lead distribution to reduce response times and increase conversions.

Our CRM lead capture and routing services help US, UK, and Australian businesses automate lead assignment, track lead sources, and qualify prospects efficiently. Using rule-based logic, round-robin systems, and territory mapping, we ensure no lead is missed or delayed.

CRM lead management, lead routing automation, virtual assistant lead qualification, CRM lead capture services

Client Background

A digital marketing agency generating leads from websites, Google Ads, and LinkedIn across New York, London, and Sydney needed faster lead response times.

Challenge

Leads not reaching the right sales reps
Delayed responses causing lost opportunities
No tracking of lead sources by country

Solution

We implemented automated lead capture and routing:

Integrated website forms and ad platforms with CRM
Created territory-based and round-robin lead routing
Added lead source and location tracking
Applied MQL/SQL qualification rules

Results

45% faster lead response time
Increased lead-to-meeting conversion rate
Clear visibility into US, UK, and AU lead performance

CRM lead capture services USA, lead routing automation UK, CRM lead management Australia, virtual assistant lead qualification