for Sales teams

Sales tools that fit your process — built around speed-to-lead

Route inbound leads in seconds, let AI qualify and book, and sync every touch to HubSpot — without forcing your team into someone else's rigid CRM playbook.

Get started
ContactOwnerStatus
  • Meeting Scheduled
  • Complete
  • Transferred
  • Meeting Scheduled

Sales team capabilities

A CRM built around how you sell

Pipelines, owners, and stages that mirror your team — not a generic template. Everyone sees the same truth on every deal without switching tools.

  • Custom CRM

    Fields, views, and permissions shaped to your motion — inbound, outbound, or hybrid.

  • Pipeline tracker

    Kanban and list views with live totals so leaders spot stalls before quarter-end.

  • Lead scoring tool

    Rules and signals that surface who to call next, synced from forms, calls, and CRM activity.

Deal manager

Sales pipeline

Discovery$157,000

Acme Corp

SJ

$42,000

1d ago

Beta Inc

AR

$28,500

2d ago

Gamma LLC

MK

$15,200

3d ago

Routing that respects territories and caps

Send every lead to the right AE or pod in seconds — round-robin, geography, or strict ownership — with AI as overflow when your team is slammed.

  • Smart assignment

    Rules fire on create or update so reps get pinged while the lead is still hot.

  • Pods & territories

    Split by region, segment, or account list without maintaining spreadsheets.

  • AI handoff

    Voice agents qualify and book; ownership and stage update before the rep opens HubSpot.

Inbound MQL · West pod

Assignment queue

JK

Jordan K.

Next in rotation

SL

Sam L.

Available

AI

Voice AI

Overflow

Voice AI that sounds like your best rep

Inbound calls answered instantly, outbound follow-ups that don’t slip — with transcripts and outcomes pushed to the record your team already trusts.

  • Always-on inbound

    Answer, qualify, and route 24/7 with guardrails you control.

  • Natural handoffs

    Warm transfers and calendar holds when a human needs to close the loop.

  • CRM-native sync

    Notes, tasks, and stages land in HubSpot automatically after every conversation.

Inbound · Qualified

Brightline · +1 (415)

AI: Budget confirmed for Q2 rollout — should I offer Thu 2pm or Fri 10am with Jordan?
Prospect: Thursday works.
Booked on calendarHubSpot updated
“Our pod finally stopped fighting over who owns the lead. Routing + voice AI in one stack meant every inbound hit HubSpot with an owner before the rep even opened their laptop.”

Jordan Ellis

Director of Revenue Operations, Northline Freight

Ready for a sales stack that keeps pace?Start free — add seats when your team is hooked.

Routera is built for teams that live in HubSpot but want routing, AI voice, and assignment logic that actually matches how they sell. Up to 3 users free — no card required. Compare plans or talk to us first.
Get started

Start routing leads
in minutes