Assign Every Lead to the Right Rep, Instantly.
Territory-based lead routing
Automate your lead distribution with powerful, territory-based rules. Ensure the closest, most relevant rep gets the lead in seconds, maximizing local knowledge and speed-to-lead .
See it in action
Territory-based lead
The Manual Routing Mess
A sales manager spends hours manually assigning leads based on zip code lists in a spreadsheet. It’s slow, error-prone, and leads often go to the wrong rep or sit in a queue for hours, destroying their conversion potential.
Sales AI agent
Key Features
Visual Territory Mapping
Easily draw and manage your sales territories directly on a map, assigning teams or individual reps to each zone.
AI-Powered Geolocation
The agent automatically converts any address, city, or zip code from a lead record into precise geographic data to determine the correct territory.
Multi-Layered Rule Engine
Route leads not just by territory, but by layering on other rules like company size or product interest for hyper-specific assignment.
Use Cases
Use-Cases for lead routing
National Distribution Company
Used territory routing to reduce their average lead assignment time from 4 hours to under 2 minutes, leading to a measurable lift in initial meetings booked.
Real Estate Franchise
Implemented zip-code-based routing, which ensured local agents with relevant market knowledge received leads, boosting their conversion rate by 20%.
Medical Device Company
Created complex territories that also factored in which reps were certified for which products, ensuring 100% compliant and accurate lead assignment.
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.
Lead routing
Value Proposition
Increase speed-to-lead by up to 95%.
Improve conversion rates with localized, relevant sales reps.
Eliminate manual assignment errors and admin work.
Create clear ownership and accountability for every lead.
FAQ
Yes. You can set primary and secondary assignment rules to manage areas with overlapping coverage.
The agent uses smart signals like IP data or phone area codes to make its best match—and if confidence is low, it flags the lead for review.
No leads slip through the cracks. The agent syncs with calendars and automatically routes leads to an assigned backup rep.
Absolutely. Geography is just one layer. You can add CRM data like industry, deal size, or lead score to build smarter rules.
Very easy—managers can simply drag and drop territory lines on the map for instant realignment as teams or markets change.
Automate with AI
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Get the right lead to the right rep, right now. Automate your territory management. Activate your Routing Agent today.
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
