CindyThe right lead
to the right person, right away.
The moment Cindy qualifies a lead, she hands it to one salesperson with the whole conversation attached. No more leads sitting in a shared inbox.
Lead routing, in plain terms.
Most available
Whoever has the fewest open leads gets the next one. Fair and fast.
Priority queue
Leads go down your list as each person reaches their limit.
Working hours respected
Cindy only routes to people on the clock.
Best fit, coming soon
Cindy matching each lead to the likeliest closer is on the way.
Live in a day.
Then just watch.
Add your salespeople
Set each person's working hours and lead limit.
Pick a mode
Most available or priority queue.
Leads arrive ready
Each handoff includes the conversation and Cindy's notes.
Works with the rest of Cindy
Lead qualifying
Checks every lead against your rules. Unsure ones come to you.
Learn more →Leads & pipeline
Every lead, stage, owner and dollar value in one place.
Learn more →One inbox
Every call, text, DM, comment and form in one list.
Learn more →Call coaching
Scores every call on five skills, with better wording to try.
Learn more →Questions
How does Cindy choose who gets a lead?
Pick Most available (fewest open leads) or Priority queue (down your list as each person hits their limit).
Does routing respect schedules?
Yes. Cindy uses each salesperson's working hours and lead limits.
Can Cindy pick the best person for each lead?
That option, "Cindy decides", is coming soon.
