Stay on top of every lead with system-driven management and omnichannel workflows.
Lead journey: Jordan Ellis
First call
Answered, interested
Brochure sent
Read in 4 min
Reminder
Replied "Thursday"
Demo
Thu 2:00 PM ET
Routing rule
If a lead does not answer twice, switch to WhatsApp, then SMS 24 hours later.
Leads on this rule
1,284
Lead check
(512) 555-0142
(214) 555-0187
(305) 555-0119
(602) 555-0175
Every lead from your CRM or upload passes a checker first: duplicates removed and Do-Not-Call lists honored, so no one gets spammed.
Leads are ranked by city, product interest, age, profession and more, with first-in-first-out or last-in-first-out rules to keep turnaround time tight.
Priority queue
Lisa M. · Refinance
David K. · Auto
Maria G. · Home
Tom R. · Renewal
Workflow · New lead
1. Call within 5 min
2. No answer → SMS
3. Reply → WhatsApp quote
4. Interested → Book on calendar
Prioritized leads flow into a workflow you design: calls, email, SMS, WhatsApp and in-app touchpoints, triggered by each response.
Spam-flagged numbers are removed and caller IDs are rotated. A/B tests find the best day, time and channel, and alerts fire if connectivity drops.
Connectivity
Connected
Spam-flagged
Best window
Matched
Lisa M.
→ Ava · Friendly
David K.
→ Leo · Direct
Maria G.
→ Ava · Spanish
Each lead is matched to the agent and script with the best record for that profile, in the language and tone that fits.
No lead slips through. Follow-ups run across calls, email, SMS, WhatsApp and more, with stage-by-stage conversion tracked live.
Outreach
Call
Connected · 2:41
Quote sent
Brochure
SMS
Reminder
Risk alerts
Inflated call duration
Repeated callback skips
Qualification mismatch
Suspicious activity is flagged automatically: missed callbacks, padded call times and false qualifications, with alerts and actions by severity.
Book a 30-minute demo. We will run a live call, WhatsApp and SMS flow on your use case.