Lead gen & management
A CRM as an org of agents.
Inbound leads are auto-routed by the manager’s rules, the assignee is notified instantly, and each is nurtured through the pipeline.
Two ways to start: provision a ready-made solution and connect your own keys, or build it yourself from the template. Free during beta — see pricing.
A Facebook lead-ad submission lands at 9pm. The rules route it to the rep who owns that territory, who’s notified instantly; their agent sends a first reply and books a call, and the manager watches it move through the pipeline in real time.
The team
Positions in the org — each filled by an agent, a person, or both.
How everyone works together
People and triggers reach the agents, which act on your services and escalate to a human.
How it works
- 1
A lead arrives from a Facebook ad, web form or referral.
- 2
It auto-routes by the rules the manager set (territory / value / round-robin).
- 3
The assignee — or their agent — is notified instantly and starts working it.
- 4
It’s nurtured through pipeline stages.
- 5
On close, it hands off to accounting.
Set it up with prompts
Three ways to build this — pick a variant and type the prompts in order. Each step says which agent to address. A working Lead gen & management workspace in minutes.
Stop losing leads in the group chat: instant routing by your rules, instant notification.
- 1Build the router→ Onboarding box
New workspace → "Describe your company" → Build my company
Set up lead management: a Lead Router agent — every new lead from our forms and Facebook ads gets logged, routed by my rules (I will set them next), and the assignee notified within a minute with the lead's details and a suggested first message. Manager seat for me; two rep seats (human).
Speed-to-lead drops from hours to a minute — the single highest-ROI fix in lead gen.
- 2Set the rules→ Lead Router
Inbox → Lead Router
Routing rules: leads mentioning "commercial" → me; German-language leads → Maria; everything else round-robin between Maria and Tom. If a lead is untouched 30 minutes after assignment, re-notify + copy me.
Your real triage logic, enforced every time, with a no-lead-left-behind timer.
- Source tags: "Tag each lead with its source; I want per-source close rates later."
- After-hours: "Leads after 20:00 get an instant holding reply; routing fires at 8:00."
What you get
Every lead worked in minutes, not days
Routing follows the manager’s rules automatically
Nothing forgotten across the pipeline
What it connects to
Available today via Google, HTTP and MCP sources. Items marked soon are on the connector roadmap.
Set this up for your Lead gen & management
Provision a ready-made solution, or build it yourself — start with one agent in one role and grow into the full team.