LÍteed
Lead routing and CRM hygiene
Stop losing leads to slow follow-up, duplicates, and missing fields. Route leads fast, enforce data quality, and keep the pipeline trustworthy.
- Fast routing based on territory, segment, and rules
- Dedupe and required-field enforcement
- Hot lead alerts and weekly hygiene reporting
Who it targets
- B2B teams using HubSpot or Salesforce
- Sales teams where speed-to-lead matters
- RevOps teams responsible for pipeline quality
Pain it solves
- Leads sit unassigned for hours or days
- Duplicates inflate pipeline and break reporting
- Missing fields block segmentation and routing
- No clear ownership for data cleanup
Business process flow
- Trigger: inbound lead created from form, chat, email, or import
- Validate: required fields, enrichment placeholders, normalization
- Dedupe: detect existing contacts and companies
- Route: assign owner and queue based on rules
- Alert: hot leads to Slack or Teams with context
- Report: weekly hygiene, duplicates, missing fields, stale leads
Integrations
- CRM: HubSpot or Salesforce
- Inbound: website forms, webhooks, email inbox
- Chat: Slack or Microsoft Teams
- Reporting: dashboard and scheduled summaries
What we deliver
- Lead routing rules and ownership model
- Deduplication and required-field enforcement
- Hot lead alerts with consistent context
- Hygiene dashboard and scheduled reports
- Audit trail of assignments and data fixes
Success metrics
- Speed to first touch
- Leads unassigned after 30 minutes
- Duplicate rate
- Conversion from lead to meeting