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Assign leads automatically for a personalized engagement experience

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Intelligent Lead Routing for Every Scenario

Automatically assign leads based on location, expertise, availability, or round-robin rotation

territory
Territory-Based Routing

Automatically assign leads to team members based on geographic territory, ZIP code, or service area for local expertise and faster response.

  • icons_check Define custom territories by region, city, or ZIP
  • icons_check Automatic assignment based on lead location
  • icons_check Overflow rules for coverage gaps
skills
Skills-Based Routing

Match leads with team members who have the right expertise, certifications, or product knowledge to handle specific inquiries.

  • icons_check Route by expertise, product line, or service type
  • icons_check Prioritize senior reps for high-value leads
  • icons_check Language or certification matching
round
Round-Robin Distribution

Ensure fair, balanced lead distribution across your team with automatic round-robin rotation that prevents bottlenecks.

  • icons_check Equal distribution across team members
  • icons_check Weighted rotation based on capacity
  • icons_check Skip unavailable or at-capacity reps
territory
Availability-Based Routing

Assign leads only to available team members based on work schedules, time zones, current capacity, and real-time status.

  • icons_check Respect working hours and time zones
  • icons_check Skip team members at capacity
  • icons_check After-hours fallback routing

Instant Notifications for Immediate Action

When a new lead enters the system, ClientTether automatically routes it to the designated team member

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Push Notifications

Create automated calling sequences as part of your existing Action Plans.

email
Email Alerts

Assign calls to the right team members based on territory, expertise, or availability.

sms
Network-Wide Visibility

Monitor and track conversion rates across all franchise locations from a single dashboard view.

Streamline Franchise communication and ensure no opportunity is lost

Talk to Sales

Complete Visibility Into Every Lead's Journey

All communications and updates are tracked within the CRM, providing complete visibility into the lead's journey over time.

  • Red-check Communication Tracking
    Every call, text, email, and note logged automatically for full context.
  • Red-check Lead History Timeline
    View the complete journey from first contact to closed deal in one place.
  • Red-check Assignment Audit Trail
    Track routing decisions, reassignments, and team member actions over time.
  • Red-check Response Time Analytics
    Monitor how quickly leads are contacted and engaged by your team.
Lead Journey

Integrated with Workflow Automation

Routing rules can trigger additional actions beyond assignment, creating a complete lead management ecosystem

1

Lead Arrives

New lead enters system via form, call, or integration

2

Smart Routing

Automatically assigned based on rules

3

Triggered Actions

  • icons_check Create follow-up tasks
  • icons_check Send SMS or email alerts
  • icons_check Start nurture sequence
  • icons_check Update pipeline stage
4

Escalation Rules

Alert management if lead remains unassigned or unattended

notifications
Example: High-Value Lead

Trigger: Lead value > $10,000

Actions: Route to senior sales rep + Create immediate follow-up task + Send SMS alert + Notify manager

notifications
Example: Unattended Lead

Trigger: No contact within 15 minutes

Actions: Escalate to sales manager + Send urgent notification + Create backup assignment

notifications
Example: Returning Customer

Trigger: Existing customer submits new inquiry

Actions: Route to original account manager + Pull previous history + Send welcome-back email

Let’s optimize your lead management process

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Team Performance

Frequently Asked Questions

Job Routing provides an intuitive visual dashboard where you can see all incoming jobs and available team members at a glance. You can assign jobs with simple click-to-assign functionality, making the routing process quick and easy. The interface updates in real time to reflect changes in job status and team availability.

Team members receive automated notifications for new job assignments, changes to existing assignments, deadline reminders, and job status updates. Notifications can be delivered via email, SMS, or in-app alerts, ensuring that technicians and estimators stay informed no matter where they are.

The workload monitoring dashboard shows real-time capacity for each team member and team, allowing managers to see who is overloaded and who has availability. This visibility makes it easy to reassign jobs to balance capacity, prevent burnout, and maintain consistent service levels across your operation.

Job Routing automatically assigns work to the appropriate franchise location based on service area, team availability, and location capabilities. Ensure faster response times, maintain brand consistency across all locations, and help franchise owners optimize their local ops while corporate leadership maintains visibility across the entire system.

Dashboard reporting provides visibility into job completion rates, team performance ratings, average response times, assignment trends, and capacity utilization. You can track these metrics at the individual, team, location, or company-wide level to identify top performers, spot bottlenecks, and optimize your operations.

Yes, Job Routing integrates seamlessly with ClientTether's workflow automation and system automations. You can set up rules to automatically route jobs based on customer type, service category, priority level, or any other criteria. This integration streamlines the assignment process, reduces manual work, and helps eliminate routing errors.