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Lead scoring and routing

Do you know when a hot lead is visiting your website?

Increase sales with an automated lead management process that lets you focus on your best opportunities in real-time.

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Start your free trial
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Or get a demo
Lead scoring and routing

Do you know when a hot lead is visiting your website?

Increase sales with an automated lead management process that lets you focus on your best opportunities in real-time.

settings
arrow_forward
Or get a demo

Update lead scores based on any data or activity

Create multiple scores

Sometimes one score isn’t enough. Create multiple lead scoring strategies and rate customers and leads separately for each.

Decay scores over time

New activity is worth more than old activity. Reduce lead scores over time to ensure you’re always looking at the hottest prospects.

Take action on high scoring leads

Kick off automated actions anytime a score updates. If things look promising, send an email or alert a sales rep.

Quickly identify hot leads

Change the color of your contact cards based on lead scores so your reps can focus their time on your best leads.

Update lead scores based on any data or activity

Create multiple scores

Sometimes one score isn’t enough. Create multiple lead scoring strategies and rate customers and leads separately for each.

Decay scores over time

New activity is worth more than old activity. Reduce lead scores over time to ensure you’re always looking at the hottest prospects.

Take action on high scoring leads

Kick off automated actions anytime a score updates. If things look promising, send an email or alert a sales rep.

Quickly identify hot leads

Change the color of your contact cards based on lead scores so your reps can focus their time on your best leads.

Ready to make more sales with an automated lead management process?

Try Ontraport free for 14 days to test out all our features and see exactly how it can work for you.
settings
settings
Start your free trial

Ready to make more sales with an automated lead management process?

Try Ontraport free for 14 days to test out all our features and see exactly how it can work for you.
settings

Route leads to the right rep, automatically

Run your lead management process your way. Choose from three different ways to distribute new prospects to your sales team.

Round Robin

Every rep gets the same number of new leads.

Weighted Random

Give your best reps the most leads, but avoid cherry-picking.

Custom Distribution

Use an automated campaign to distribute leads any other way you like.

Follow up when the moment’s right

Get reps to follow-up when a contact achieves a certain lead score.

Follow up when the moment’s right

Get reps to follow-up when a contact achieves a certain lead score.

Automate lead follow-up

Send automated emails on behalf of the assigned team member.

Send leads to the right reps

Distribute leads based on any data: interests, roles, lead source, location or anything else.

Send leads to the right reps

Distribute leads based on any data: interests, roles, lead source, location or anything else.

Score leads based on anything

Create your lead scoring strategy based on marketing engagement, purchases, onboarding milestones or whatever else you can think of.

Ready to make more sales with an automated lead management process?

settings
arrow_forward
Start your free trial
arrow_forward
Or get a demo

“I simply cannot believe how powerful Ontraport is. The ability to know each and every touchpoint that clients/prospects have with my business is so important. We would be lost without Ontraport.”

— Matthew Watts, Freedompreneur Business Academy

Ready to make more sales with an automated lead management process?

settings
arrow_forward
Or get a demo

“I simply cannot believe how powerful Ontraport is. The ability to know each and every touchpoint that clients/prospects have with my business is so important. We would be lost without Ontraport.”

— Matthew Watts, Freedompreneur Business Academy

Frequently Asked Questions

I’m new to sales process automation — what is it, and why is it such a big deal?

There are lots of time-consuming sales tasks that Ontraport can do for you automatically. Our sales automation software can follow up with your leads, keep your pipeline organized and moving, manage your team’s workload and more. With all those tasks off your plate, you can spend more time doing the work that matters most: actually selling your product or service.

I want to get more conversions, but I’m busy. Does Ontraport have any done-for-you sales funnels?

Ontraport has a whole library of prebuilt funnels, so you can get up and running without learning all the ins and outs of the platform. You can launch an entire sales funnel, follow up with leads, segment your list of prospects and more — and each system only takes minutes to launch. The best part is, you’ll get a Setup Wizard that walks you through every step.

My business is growing, and I want to keep my personal touch as I scale. Can I do that with Ontraport’s sales force automation system?

Ontraport is built to grow with you, so it’s easy to create a personal sales experience for every lead on your list — no matter how big your business gets. Since all your sales data will be stored on one centralized platform, you’ll have all the data and sales automation tools you need to deliver more engaging, more effective experiences across every channel. 

My business uses outbound lead generation to find customers. Can Ontraport help with that?

Ontraport is great for driving both inbound and outbound sales. We have lots of tools to deliver personal, multi-channel messages and connect you with all the right leads at the right times. Plus, you’ll get all the tracking features and KPIs you need to measure and optimize results.

I want to use Ontraport to manage my B2B customer journey and B2B sales funnels. Will it have all the features I need?

Ontraport is perfect for nurturing B2B customers throughout your sales process. You’ll be able to keep all your deals organized, offer more personalized follow-up, keep your team on the same page and more. And with multiple sales pipelines, you can even view and manage every step of your B2B sales process from one screen.

What's the best lead scoring strategy for my business?

Ontraport lets you update lead scores based on any data or actions that your leads make — so your options are endless. Sign up for a free Demo and our team will work with you to develop a lead scoring strategy that supports your unique business goals.

How do I know if Ontraport is the best CRM software for me?

When you’re shopping for a platform for your business, you’ll want to take your entire business into account — not just your CRM needs. Whether you choose Ontraport or not, we recommend making sure the platform you choose includes the following features, at the very least:
  • A website or page builder to share your business with the world online
  • A system for capturing leads and sending marketing emails
  • An automated sales pipeline that keeps your deals moving
  • A payment processing tool to collect orders and charge credit cards/li>
Of course, you’ll probably need more sophisticated tools as your business continues to grow. With Ontraport, you’ll have everything you need now and in the future — all under one roof.

Take a look at our buyer’s guide for a complete checklist of all the features to keep in mind throughout your software search. It’ll help you find the perfect platform for your business (even if you don’t choose Ontraport).

What kind of data can I collect and store with Ontraport’s customer relationship management software?

You can use Ontraport’s CRM platform to track, store and organize all your business data in one place! Our advanced contact tracking captures every page visit, link click, form fill-out, purchase and much more. You can even use custom record types to manage your sales deals and companies, events and attendees, teachers and students and any other data you use to run your business.

Is Ontraport the best CRM for small businesses?

We built our CRM software for small business owners like you who are ready to scale. Our features will grow with you, and you’ll never end up with a price tag that’s disproportionate to your business size. From the moment you sign up, we consider ourselves as a partner in your business, offering you over-the-top helpful support and setup services to make sure you have what you need to grow for the long haul.

Turn your business on with Ontraport.

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