Round-robin, territories, and rules put every lead with the right rep the instant it lands, so nothing sits in limbo.
RouteraCRM
Automation
Next rep in rotation — leads assign automatically when they hit this router.
Kate M.
Next up
James R.
Available
Voice AI
Overflow
Build rules first, run the queue, then notify reps with the full record in one place.
Grab fields from the side panel and drop them into your rule. Dial in conditions fast without digging through nested settings.
Fields
Routing logic
See who’s next in line, who’s available, and where AI overflow fits in. Reps always know why a lead showed up in their queue.
When a lead is assigned, reps get a clear notification and can open the full contact: company, source, territory, and recent activity without jumping tools.
Sarah Mitchell
Acme Corp · VP Sales
“Support is friendly and helpful. Routera ensures there's always support coverage and new leads get timely responses.”
A. Saunders
Operations Manager, Premier Roofing