CRM & Sales
Leads
AI-scored lead capture and routing
Capture leads from every channel — web forms, AI agent conversations, referrals, and inbound calls. AI scores each lead in real time, routes to the right rep, and tracks the full journey from first touch to conversion.
What's included
Everything you need from the Leads module.
AI Lead Scoring
Claude-powered contextual scoring with conversation history and engagement signals.
Multi-Channel Capture
Web forms, AI agent chat, email, SMS, referrals — every source tracked.
Auto Routing
Leads automatically assigned to the right rep based on territory, skill, and capacity.
Conversion Tracking
Full lifecycle from lead to deal with source attribution and campaign tracking.
Works with
Leads connects seamlessly with these modules.