Every Lead, Organized and Routed Automatically
Streamline your customer relationship management with intelligent routing and tracking.
Smart Routing for Every Contact
Leads shouldn't live in your inbox. With smart routing and a connected CRM, every contact is tracked, tagged, and sent to the right place—so no one gets missed, and nothing gets lost.
This system keeps conversations organized and responsive from first contact to follow-up.
Capture
Collect leads from all channels
Categorize
Tag and organize
contacts
Route
Send to the right team member
Track
Monitor progress and follow up
What's Included
Every checkout system is built to run smoothly—on your domain, fully branded, and connected to your CRM. One-time, recurring, or subscription payments—set up once, then let it run.
Centralized lead inbox with full history and contact info
Tag-based routing by service type, location, or urgency
Auto-assignment to team members or calendars
Contact profiles built with form, booking, and chat data
Lead stages to track progress over time
Smart filters for follow-up, reactivation, or segmentation
Connected to all automations, forms, and payments
Why It Works
Leads are captured across all channels and stored in one place
Routing ensures the right person gets the right contact
Segmentation supports better follow-up and remarketing
Manual data entry and lost leads are eliminated
What You Can Expect
Unified Lead Management
Every message, call, or form submission builds a complete contact record.
Smart Routing Rules
Send new leads to the right staff member, calendar, or workflow based on set criteria.
Clear Pipeline Stages
Track where each lead is in the process—new, engaged, booked, or closed.
Lead Filters & Segments
Easily find high-value contacts or revive cold leads with targeted outreach.
Connected Automations
Every action can trigger the next step—reminders, follow-ups, or reassignments.
