Smart Lead Routing
Send every new lead to the right rep — instantly. Smart lead routing assigns incoming leads to your sales team automatically, based on rules you define: city, company, deal value, or simply whoever has the fewest open leads right now.
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What is Smart Lead Routing in MilixNow?
Smart lead routing assigns incoming leads to your sales team automatically, based on rules you define: city, company, deal value, or simply whoever has the fewest open leads right now. A lead that goes quiet for the number of days you set can re-assign itself, and a missed follow-up can tell a manager, so a warm enquiry does not sit unanswered.
- Round-robin, load-based and rule-based routing
- Rules on city, company, deal value or the note
- A rule that fires when a lead goes quiet for the days you set
- Auto re-assign if not attended
- An email alert to the rep the moment a lead lands
- Tell a manager when a follow-up is missed
How Smart Lead Routing works
A simple, proven process your team can follow from day one.
Define rules
Set conditions like city = Mumbai → Team West.
Lead arrives
Your rules are checked the moment the enquiry is created.
Assign & alert
The rep it lands with gets an email straight away.
Escalate
Unattended leads move up or get re-assigned.
Stay ahead of the competition
Connect with us to see how Smart Lead Routing can fuel your business growth.
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Why Smart Lead Routing matters
Speed to lead
Respond while the buyer is still interested.
Fair distribution
Balanced workload across the team.
No cherry-picking
Every lead is handled.
Manager peace of mind
Escalations happen automatically.
What is Smart Lead Routing in MilixNow CRM?
Smart lead routing assigns incoming leads to your sales team automatically, based on rules you define: city, company, deal value, or simply whoever has the fewest open leads right now. A lead that goes quiet for the number of days you set can re-assign itself, and a missed follow-up can tell a manager, so a warm enquiry does not sit unanswered.
Is Smart Lead Routing available on the mobile app?
Smart Lead Routing works in any browser on laptop, tablet and phone today. Dedicated Android and iOS apps are coming soon.
Which plan includes Smart Lead Routing?
Paid packs add lead capacity and file storage, not features: the free pack carries 1,000 leads, 500 MB for files and unlimited users. See the pricing page for the current list of what each pack includes.
Can I customise Smart Lead Routing for my business?
Yes — add custom fields, stages, rules and permissions without coding. Our onboarding team can set it up for you.
Do you provide training?
Every pack includes free onboarding and our video tutorials, and support is available in Hindi and English on chat and email.
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