Answered in minutes,
not tomorrow morning.
An alert to a named person the second a form is submitted, with a rule for what happens if nobody opens it. Whoever replies first usually gets the job.
- An SMS and an email to the owner, at once
- A backup alerted if it's still unopened
- Who has it, recorded, so nobody double-calls
- The whole thing logged in the CRM
First reply wins
Speed of response is the whole advantage
Someone fills in your form at 8pm and keeps browsing. Whoever replies first usually gets the job, and for most businesses that reply lands the next morning, after somebody else already answered.
Routing turns a shared inbox into an owned task. The enquiry goes to a named person by text and email as it lands, a backup gets alerted if it sits unopened, and the record of who has it stops two people calling the same lead an hour apart.
A lead you answer on Tuesday isn't the lead you captured on Sunday.
Received versus worked
What routing covers
Four rules. Together they're the difference between a lead received and a lead worked.
Immediate alerts
An SMS and an email the second a form is submitted, carrying enough to act on without opening anything.
A named owner
Each enquiry assigned to a person, not an inbox. A lead everybody can see is a lead nobody owns.
A backup rule
Still unopened after the window you set, and the next person gets alerted. One bad afternoon shouldn't cost the job.
Routing by what was asked
Service, area or budget can decide who gets it, so the right person is on the call.
Setting the rules
How routing gets set up
Decide who owns what
Which enquiries go to whom, and what should happen at ten minutes, at an hour, and overnight.
Wire the alerts
SMS and email connected to the right people, with escalation built in rather than left to habit.
Watch the response times
We look at how fast leads actually get answered after launch. The rule only matters if it's followed.
Coverage and hours
Frequently asked questions
Whether alerts can go to several people, what happens out of hours, and whether response time is measurable.
The rest of the build
Everything else in lead intake forms
A build is rarely one of these on its own. Here is the rest of what ships alongside it.
A2P-compliant lead forms
Proper SMS consent, validation and spam protection, so every lead you capture is one you can legally text.
View detailsCRM and booking integration
Submissions land in your CRM, calendar or inbox instantly, routed to whoever needs to act on them.
View detailsMulti-step and qualifying forms
Longer intakes broken into steps that get finished, asking the qualifying questions before the call rather than on it.
View detailsSpam and bot filtering
Honeypots, rate limiting and validation that stop junk without adding a puzzle for real people to solve.
View detailsTracking on every submission
Conversion events fired correctly, so you can tell which page, campaign and keyword the enquiry came from.
View detailsYou've made it this far
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