USEFUL SIGNALS. CLEAR LIMITS.

Keep the judgement with your team.

Lead scores, follow-up queues and reports can help a team decide what to review. They are signals from recorded activity, not a promise that a buyer will book.

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Start with the information in the record.

Qualification and score

Review a lead’s qualification details, score and temperature alongside the notes that explain the situation. These fields can be reviewed and updated by authorised users.

Explore lead records

The next follow-up

Work from due actions, callbacks and the lead’s recent history. Keep a clear next step after each conversation.

See the call outcome flow

Patterns in your pipeline

Compare stages, sources and visit outcomes using the date range and records behind the report.

Explore reports

Rules should be understandable.

Use configured assignment rules to choose eligible people and keep the result visible. Review the conditions, team availability and exceptions before enabling a rule.

A score or a rule does not establish lead ownership. Registration evidence and your attribution settings remain the basis for that decision.

See how assignment is configured

Automated calling is in development.

There is no live automated calling agent included in the current product. A launch date, dial allowance and usage price are not promised on this page.

The available calling workflow starts with a person: open the lead, use the phone’s dialler, then record the outcome and next action. Recording through a connected calling provider has separate setup and policy requirements.

See the available calling workflow

Ask for a demonstration you can inspect.

  • Use a sample lead with a clear source and qualification history.
  • Ask what produced a score and which values a person can change.
  • Review a due follow-up and its next action.
  • Open a report’s supporting records and its chosen time window.
  • Confirm what an integration can actually send before enabling outreach.

See the workflow with your team.

Bring your projects, lead sources and questions. We will show you the relevant product screens and agree the setup steps.

Book a product demo See pricing