Why it matters
Leads don't wait. Every minute without an owner is a minute a competitor is calling.
First response in minutes, not hours
Routing fires the second a lead lands on any portal. Reps get an instant alert on web and mobile — no refresh, no spreadsheet.
Connected calls per rep
Routing drops the lead straight into the mobile dialer. One tap to call, every call auto-logged with recording and disposition.
Follow-ups past SLA
If the assigned rep doesn't act in time, the lead re-routes automatically. Nothing stays in a stale queue.
How Cratio routes leads
Four ways to match leads with the right rep. Mix any of them — the engine runs the moment a lead enters.
Round-robin & weighted routing
Equal distribution for a fair team. Weighted rules when your top closer deserves the bigger share.
- Round-robin — the next lead goes to the next available rep
- Weighted rules when some reps close faster or handle premium accounts
- Capacity caps — a rep at their daily limit stops getting routed to
Used by real-estate and ed-tech teams handling 100s of portal leads a day
Territory-based routing
Match leads to the rep who owns that city, pincode, or region — without a manager in the middle.
- Route by city, pincode, or region pulled from the lead form
- Match site-visit leads to the nearest field rep
- Region teams get their own queues, not one shared pool
Matches how brokers, BFSI, and insurance teams already organise coverage
Source & skill rules
Different portals, different products, different teams. One engine handles all the branches.
- Different rules per source — IndiaMART to Team A, Facebook to Team B
- Route by product interest, budget, or lead value to the right specialist
- Skill-based — senior reps get enterprise leads, juniors get starter queries
Mix any combination — source, geography, lead value, product interest
Auto re-routing on inactivity
If a lead sits untouched past your SLA, the system picks it up and hands it to someone who will act.
- SLA timer per rep — if no call or WhatsApp in X minutes, the lead re-enters the pool
- Stale leads drop into the Recycle Bin and re-assign automatically
- Manager gets a notification every time a re-routing fires
No lead sits in a queue just because someone forgot
Lead distribution — common questions
Can't find your answer? Write to us at hello@cratio.co.