20–40% of contacts have no owner. Auto-routing turns days into minutes for first contact.
Routing rules assign every inbound lead in minutes: by territory, segment, and capacity, with a fallback owner so nothing sits unclaimed. The rules live in workflows, not in a spreadsheet someone maintains, so they survive headcount changes.
This was part of the SDR process we implemented end to end for a Series A FinTech whose COO had been doing CRM work between everything else. Leads stopped waiting on a human dispatcher who had nine other jobs.
This project is part of our GTM Engineering work. GTM engineering is the practice of building go-to-market systems with the same rigor as product engineering. Instead of configuring tools and hoping they hold, we design one architecture that carries a lead from first touch to booked meeting, then document it so your team owns it.
Before building anything, we map what exists today: your tools, your data, your processes, and where the gaps are. This shapes everything downstream.
Implementation is hands-on: we build directly in your tools, not in a sandbox. You see real outputs at every step, not mockups.
Want to run this project for your team?
Scoped to your stack and timeline on a 30-minute call. Or send a note.