The Intelligent Lead Routing Engine
Auto-assign leads based on rules
Achieve speed and precision in your sales process. Our system makes it easy to auto-assign leads based on rules you create, instantly routing every new prospect to the perfect sales rep and ensuring zero lead leakage.
See it in action
Auto-assign leads
Automate Routing for Faster, Smarter Follow-Up
Manual lead distribution creates deal-killing delays. When you auto-assign leads based on rules, every prospect is instantly sent to the right owner. Archiz intelligent engine respects your territories, calendars, and unique logic, ensuring faster first responses, clear ownership, and an end to queue chaos.
Sales AI agent
Key Features
AI-Powered Rule Builder
Our powerful rule based lead distribution system uses natural language. See the best lead assignment rules examples in action by simply typing, “Assign leads from California with over 500 employees to the Enterprise West team.”
Workload & Availability Balancing
True lead routing automation is about more than just territories. Our system enables fair and automated lead assignment by factoring in a rep’s current pipeline size and calendar availability to prevent overload.
Real-time Reassignment Logic
Don’t let hot leads go cold. You can automate lead routing in your CRM by setting timers. If a rep doesn’t action a lead within 15 minutes, it’s automatically reassigned to the next available team member.
Use Cases
Use-Cases for Auto-assign leads
National Insurance Broker
By implementing territory-based lead routing automation, the company reduced their average speed-to-contact from 4 hours to under 10 minutes, leading to a significant lift in policy sales.
SaaS Company
They used rule-based lead distribution with workload balancing for their SDR team. This automated lead assignment resulted in a 20% increase in meetings booked and eliminated complaints about lead distribution.
Real Estate Tech Firm
This firm set up specific assignment criteria to automate lead routing in their CRM. By assigning leads to specialist agents based on property type and price point, they improved their lead-to-tour conversion rate by over 30%.
More Agent Template
Hot Lead Notifier
Sends instant alerts for high-interest leads based on scoring and behavior.
Event Follow-up Agent
Sends follow-ups after webinars, expos, or demos with personalized messaging.
Personalized Outreach Bot
Crafts outreach messages tailored to each lead’s profile and history.
Territory-based lead routing
Assigns leads based on location, rep coverage, and regional rules.
Cross-platform lead sync
Syncs lead data across CRM, Google Sheets, marketing platforms, and support tools.
Auto-generate personalized proposals
Creates customized proposals using lead data, pricing logic, and branded templates.
Assign leads with AI
Value Proposition
Eliminate lead assignment delays entirely.
Ensure fair and balanced lead distribution.
Improve sales team morale and motivation.
Maximize the conversion potential of every inbound lead.
FAQ
Our CRM lead distribution software lets you auto-assign leads based on rules built from any standard or custom field—geography, company size, lead source, product interest, and more. This flexibility supports advanced lead routing strategies.
Absolutely. You can automate lead routing in CRM with layered "if-then" logic, such as lead routing by territory and score, or combining demographic, behavioral, and product interest data to build powerful, custom workflows.
Instant lead assignment means faster follow-up, zero leakage, and the best chance to convert every prospect—these are just a few benefits of auto assigning leads with our lead routing automation platform.
A full audit trail logs all automated assignments, giving complete transparency and reporting for compliance with best practices for lead assignment rules and how lead assignment rules work.
Security is fundamental to our process. All data captured from your website forms is transmitted over a secure, encrypted HTTPS connection directly to your CRM.
As one of the leading lead generation form tools, we partner with top-tier B2B data providers. After capturing a lead, we enrich the record with publicly available firmographic data to give your sales team more context.
Automate with AI
Start your free trial today.
Stop letting hot leads die in the queue. Activate your Intelligent Routing Agent and maximize your speed-to-lead. Start your free trial.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features