Lead Generation
AI Buying Signal Agent
Watches up to 6 buying signals, matches them to accounts in your CRM and alerts the account owner with a why-now note…
Lead Generation
AI Lead Routing Agent
Every new lead is assigned to the right rep by territory, segment and current capacity, the moment it arrives.
When new leads sit unassigned, or land with the wrong rep, buyers cool off before anyone replies. This agent assigns every incoming lead the moment it arrives, using the territory, segment and capacity rules your team already follows. Reps get leads they can actually work, managers see a clear reason for every assignment, and you can change the rules whenever your team changes.
- New leads reach the right rep moments after they arrive
- Territory, segment and capacity rules applied the same way every time
- A clear record of why each lead went where it did
$1,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Lead Routing Agent assigns each new lead to the right rep, using the territory, segment and capacity rules your team already follows, without anyone touching the assignment by hand. Every assignment is logged in your CRM with the rule that decided it, so managers can see why each lead went where it did.
Why businesses buy it
Manual lead assignment is slow and quietly unfair. Leads wait in a shared inbox, the busiest rep gets overloaded while another sits idle, and nobody can say why a hot enquiry went to the wrong territory. Routing by rule fixes all three at once: first replies get faster, workload stays balanced and disputes disappear because every decision is logged. The written scope sets out which rules, systems and lead sources are covered, so you know exactly what you are buying before you order.
Problems this solves
New leads wait while someone decides who should take them
The agent assigns each new lead to the right rep without anyone touching it by hand. It runs in the background as one workflow across up to three connected systems.
Territory and segment rules are applied differently by different managers
Routing follows the territory, segment and capacity rules your team already uses. The rules are written into the workflow, so every lead is handled the same way.
Reps complain that lead distribution is unfair
Every assignment is logged in your CRM with the rule that decided it. Managers can see why each lead went where it did, and adjust rules with evidence.
A good fit if
New leads arrive faster than someone can manually check territory, segment and rep capacity before assigning them.
You already have routing rules, even informal ones, such as which region or industry goes to which rep.
Rep capacity or a round-robin order matters, so leads don't pile up on whoever happens to be free first.
You want this running quietly in the background, with no separate dashboard for your team to check.
Not the right fit if
Your leads need company or contact data filled in before they can be routed correctly. See AI Lead Enrichment.
Your leads come from partners and need deduplication and attribution before routing. See AI Partner Lead System.
You want a qualifying conversation to happen before a lead is routed to a rep. See AI Lead Qualification Agent.
You need more than three connected systems or more than twelve steps in the workflow. Add a note at checkout and we quote the extra scope, or start from a custom build.
How it works
- A new lead record appears in your CRM and the agent reads its territory, segment and any other routing-relevant fields.
- It checks your routing rules, such as region, industry or account size, to work out which team the lead belongs to.
- It checks current rep capacity or the round-robin order, so leads aren't piled onto whoever is already overloaded.
- One AI decision step resolves any case where the rules point to more than one possible owner.
- It writes the assigned owner into the CRM record and notifies the rep, using the channel you chose.
- It alerts the person you named if no rule clearly applies, so a lead never sits unassigned without anyone knowing.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- A list of the systems involved, with admin or API access to each one.
- A written description or a short screen recording of how leads are assigned manually today.
- Five to ten real sample leads, so the routing workflow is built against your actual data.
- The person who should be alerted when a lead can't be routed automatically.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can sign off on the final setup.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, current routing rules and capacity logic confirmed.
Weeks 1–2
Routing and capacity-check workflow built against your sample leads.
Week 3
CRM connected with read and write access for assignments.
Weeks 3–4
Twenty test runs completed on your sample data, results sent to you.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded 45-minute handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $1,900 |
| Express | 15–25 working days | $2,300 |
| Rush | 10–20 working days | $2,650 |
What you receive at handover
- The AI Lead Routing Agent, running in the background against your CRM
- Your territory, segment and capacity rules built into one workflow
- Connections to up to three systems, including your CRM
- A test report from test runs on your sample data
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can get new leads to a rep without delay
- Helps routing rules apply evenly every time
- Makes assignments easy to explain
- Time from lead creation to assignment
- Compare created and assigned times in your CRM for the month before launch and the month after.
- Leads reassigned after first assignment
- Count owner changes on new leads from CRM field history, before and after launch.
- Lead share against rep capacity
- Compare leads assigned per rep with their agreed capacity each month.
Before you start: Record your current time to assignment and how often leads change owner. Note how many leads each rep received last month.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $20 to $100 a month in automation platform and AI model usage, billed to your own accounts, and where you land depends on how many leads flow through each month.
AI usage during the build and testing is billed the same way, in your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order keeps its delivery date either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
For this build we recommend monthly maintenance, covering monitoring, fixes and small changes such as an updated routing rule. Maintenance starts after the thirty days of post-launch support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A CRM's native routing feature is usually bundled into a higher-tier plan | A custom agency quotes after discovery calls | Ours is one fixed price, shown before you buy |
| Scope | Most native routing tools handle simple round-robin only | An agency agrees scope during the project | Ours applies territory, segment and capacity together |
| Delivery | A native feature is already there, but limited to its built-in logic | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Unclear cases | Most tools default to a fallback rep with no alert | An agency build depends on what was agreed | Ours alerts your team instead of guessing |
Questions about this product
Does it run on its own, or does someone have to trigger each assignment?
It runs automatically in the background whenever a new lead appears in your CRM. There is no dashboard to check daily and no manual trigger needed, since the entire point is that leads get assigned the moment they arrive, not hours later.
What happens if a lead doesn't clearly fit any of our routing rules?
It alerts the person you named during setup instead of guessing or silently defaulting to a fallback rep with no note attached. That person can then assign the lead manually, or add a new rule to cover that case going forward.
What does it cost each month to keep leads routing automatically?
Roughly $20 to $100 a month in automation platform and AI usage, paid in your own accounts, depending on lead volume. There is no per-lead fee charged by us on top of that running cost, however many leads arrive each month.
Can it account for how busy a given rep already is?
Yes. If you provide a capacity rule, such as an open-deal cap or a defined round-robin order, it factors that in before assigning, so leads don't pile up on one person while others on the same team sit largely idle.
How is this different from lead enrichment or partner lead attribution?
This build only assigns leads to the right rep, using rules you already trust. If leads arrive missing the company or contact data your rules depend on, AI Lead Enrichment fills those gaps first. If they come from partners and need deduplication and attribution, AI Partner Lead System handles that step. You can start with routing and add either one later.
How much of our team's time does routing setup take to complete?
Most teams spend about an hour on intake, mainly listing systems and current routing rules, inside the seventy-two-hour window after ordering the build. After that, very little ongoing time is needed, since the whole workflow runs quietly in the background.
Can we add a brand new routing rule once it's already live?
A small addition within your existing three connected systems fits inside the monthly change hours once you have maintenance. A larger restructuring of your territory or segment model is scoped as a written Change Quote before work starts. Maintenance also covers monitoring and fixes, starts after post-launch support, and can be cancelled any month.
Who owns the routing logic and the assignment history?
You do. Every assignment is written directly into your own CRM, so the rules and history stay inside your system, not ours. Thirty days of post-launch support are included, and monthly maintenance picks up from there if you want it.
Stop letting leads sit while someone decides who owns them.
Order the AI Lead Routing Agent and every new lead lands with the right rep automatically, with a clear reason recorded for each assignment.
Works well with
Lead Generation
AI Lead Qualification Agent for Pipedrive
Qualifies inbound leads with a short conversation and scores them against your criteria, connected natively to Pipedrive so it reads and updates…
Lead Generation
AI Lead Qualification Agent for GoHighLevel
Qualifies inbound leads with a short conversation and scores them against your criteria, connected natively to GoHighLevel so it reads and updates…