Call & Lead Handling
AI Lead Scorer and Priority Router
No-Code Flow
2 hours
The Problem
Automatically scores every inbound lead based on job type, location, and how quickly the customer reached out. High-value leads get flagged and routed to the right person immediately so nothing falls through the cracks. Low-priority leads get queued for follow-up without clogging the front desk.
How It Works
Input
New lead submitted via web form, phone call log entry, or CRM record creation
Transformation
AI evaluates the lead against scoring criteria (job type value, zip code service area, time since first contact) and assigns a priority tier, then routes or tags accordingly inside the CRM
Output
Prioritized lead queue with tier labels, automated routing to owner or CSR, and a daily summary of leads by score tier
ReplacesManual lead triage time by CSR or owner, estimated 30–60 minutes per day
PRD
prd here
RolesOwnerCSR
IndustriesRoofingHVACPlumbingElectricalPest Control
PrinciplesSpeed Wins the JobYour Data is Worth More Than You ThinkCapture What's Already Happening