Put every lead
with the right rep,
in seconds.
One engine decides who owns the lead — for forms, inbound calls, and imports alike — and reassigns when someone goes quiet.
Rules your team already uses, applied instantly.
Set the rules for who gets the lead
Match on source, territory, ownership, product, or any field on the record. The first matching rule assigns the owner.
Choose how the rotation works
Round robin, weighted share, or load balanced. Pick the model that matches how your team actually splits inbound.
Set how much each user can hold
Cap open leads per person. Anyone at their limit is skipped, and the next lead goes to someone with room.
Manage availability and calendars
Sync Google or Outlook so routing can see who is in a meeting, off, or free to take the next conversation.
Owner notified on the record
The assignment lands where the team already works. No extra inbox, no spreadsheet of who is up next.
Works with the CRM you run
Routing sits on top of your existing records. Start with HubSpot, or the CRM you already use, without migrating first.
See it route a real lead.
See Routera route a lead in real time and integrate directly into your CRM.
Book a demo