Sales
Lead Routing
Assigning leads by hand is slow, and it causes arguments. Ambivo Routing applies rules to new leads from forms, email and integrations. Use round-robin, territory, product line or your own logic. The right owner hears about it in seconds.
Customer journey
See how this fits the way your team works, from the first step to the result.
From inbound lead to assigned rep
See how Ambivo Routing gets every new lead to an owner automatically, within minutes.
Lead arrives
A lead comes in from a form, email, or integration.
Rules evaluated
Territory, industry, deal size, or custom field rules decide the right owner.
Rep matched
Round-robin or weighted logic assigns the lead while respecting capacity limits.
Notification sent
The assigned rep gets an alert right away.
Lead in the queue
The lead appears on the rep's queue with a follow-up task already created.
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Escalation if unclaimed
Fallback rules reassign or escalate leads that go untouched past a threshold.
Key capabilities
Every inbound lead reaches the right rep, in seconds.
Flexible rules
Route by geography, industry, deal size, product interest, or custom field values.
Round-robin & load balancing
Distribute leads evenly across reps and respect capacity limits.
Instant handoff
The assigned rep gets a notification and a task. The lead appears in their queue right away.
What you can do
- Territory and geo-based routing
- Round-robin and weighted assignment
- Rules triggered on form submit or lead create
- Fallback and escalation paths
- Routing audit log per lead
Part of the Ambivo platform
Works with CRM
Lead management, pipeline visibility and deal closing, made simple.
Explore CRMTry Lead Routing on Ambivo
Free plan available. No credit card required.