More than Revenue Operations Software

Route leads and accounts fairly and accurately

Define and build your routing logic in a single, easy-to-manage workflow builder.

Routing logic

Assign leads, contacts, and accounts to the right rep, every single time

Easy-to-build, easy-to-adjust, and easy-to-troubleshoot lead routing.

Build complex routing logic on an easy-to-use canvas

Lead routing isn’t simple. Create routing that matches your GTM motion with AI and a custom formula builder.

  • Route leads based on rep performance and bandwidth

    Use pipeline attainment, win-rates, and meeting distribution to take a quantitative approach to lead routing.

  • Route leads based on dynamic round-robin queues

    Track lead distribution, auto-calibrate assignments, and adjust priority with dynamic queues and routing logs.

  • Route leads by segment, territory, or enrichment

    Simplify revenue operations and reuse routing logic for your entire go-to-market team.

Routing workflows

Routing workflows used by modern go-to-market teams

Consolidate your routing workflows and logic into one system.

Build routing that fits your business today and tomorrow

Automate lead routing with easy to build and manage workflow builder.

  • Trigger workflows from any endpoint in your tech stack

    Build and orchestrate routing workflows that trigger from webhooks.

  • Trigger automated routing from new or updated CRM records

    Route from any CRM record adjustment, creation, or signal.

  • Enforce rules of engagement with automated SLAs

    Track CRM activity to make sure leads are engaged with on time.

Routing reporting

Get control and visibility into every lead’s journey

Track routed leads, meetings status and quote attainment in one platform.

Agent infrastructure for go-to-market

Default unifies your revenue data, gives agents the tools to act on it, and deploys an orchestrator that coordinates work across your entire go-to-market.