Product / Routing
Send every buyer to the right path.
Routing uses service type, location, urgency, budget, and fit to send each buyer to the right team, rep, calendar, CRM stage, or next action.
Preframe
Rule matched
High-fit · 92High-fit roofing quote
- Service
- Roof replacement
- Location
- Michigan, US
- Budget
- $15k–$25k
- Urgency
- 1–2 months
Assigned toEstimator team
CRM statusQualified opportunity
Next stepQuote review booked
Not every inquiry should follow the same path.
Different buyers need different next steps. Without routing, teams waste time manually sorting inquiries, assigning leads, and deciding what happens next.
How it works.
01
Read buyer context from Smartform
Fit, urgency, service, location, budget — already structured for you.
02
Match the right rule or path
A simple rule engine that anyone on the team can read and edit.
03
Hand off automatically
Right team, right calendar, right CRM stage — no manual sorting.
Rules anyone on the team can read.
Preframe
01High-fit roofing quoteservice = roofing AND fit ≥ 80→ Estimator teamQuote review
02Demo · enterprisecompany size ≥ 200→ AE — Sarah Lin30-min demo
03Repair · low urgencyservice = repair AND urgency > 3m→ Service deskEmail follow-up
04Out of service arealocation ∉ [MI, OH, IN]→ Auto-declinePolite handoff
05Returning buyermatches existing CRM contact→ Account ownerAccount check-in
What you get.
Cleaner lead assignment
Faster handoff
Better fit filtering
Less operational confusion
Where teams use it.
Multi-location businessesSales teamsAgenciesHome servicesHigh-ticket offers