Inbound lead router and enricher
Every inbound lead lands enriched, scored, assigned, and acknowledged inside ninety seconds, whichever channel it arrived through.
Deals cannot sit in a stage forever. Stale opportunities surface, get worked, and then get closed out honestly.
The problem
Pipelines inflate because nothing forces a decision. Half the forecast is deals that died months ago and nobody wanted to mark lost.
Nightly sweep across all open opportunities.
The build
Days in current stage measured against the median for that stage, so the threshold is derived from your own data.
Deals past threshold produce a single daily digest per rep, not a notification per deal.
No contact in thirty days triggers a light re-engagement message before anyone writes it off.
Past the hard ceiling, the deal moves to a Decision Required stage that appears in the weekly review.
Lost reasons captured from a fixed list, so the data is analyzable rather than free text.
Weighted forecast excluding anything past its stage ceiling, which is usually a shock the first month.
The guard rails
This is the part that separates an automation that runs for years from one that quietly corrupts your data for a month.
Honest limits
You have under twenty open deals. You can see all twenty on one screen, and a weekly ten minute review beats any automation.
Related builds
Every inbound lead lands enriched, scored, assigned, and acknowledged inside ninety seconds, whichever channel it arrived through.
Website form submissions become CRM contacts, tasks, and an acknowledgement email in under a minute, with no lost submissions.
Every external meeting produces a CRM note, a next step, and a drafted follow up email before the rep has left the call.
Send the form and we come back within 24 hours with a fixed price, a scope, and a date.