Lead Management
& Skill-Based Routing
Intelligent lead handling that powers conversions — embedded, dynamic and always in flow.
We’re trusted by many companies
SERVICES
Capture, assess, route & engage — in one seamless journey
Leads aren’t just data points; they’re opportunities.
With FastDox, lead management and skill-based routing don’t just live in a CRM — they’re woven into your onboarding, qualification, and client journeys.
Every interaction, decision, decline or escalation happens in real time — without breaking the user experience.
Our intelligent routing engine ensures each lead is matched to the right team, in the right order, at the right moment — maximising responsiveness, conversion and operational efficiency.
Truly integrated routing
Not an add-on module; routing lives inside your core journeys.
Real-time decisioning
No queuing, no delays, no nightly batches.
Adaptive intelligence
Routing evolves as lead profiles change.
Continuous engagement
Cold leads nudged back into flow.
Global operation
Ideal for firms with cross-border leads and time zones.
Complete traceability
Every action, route, override and re-assignment logged for audit.
WHY CHOOSE FASTDOX?
Why our lead routing is better
Transform your pipelines with routing that works in real time, scales with your teams, and converts more prospects.
Embedded routing — not an afterthought
Lead capture, qualification, and routing happen in the very same flow your prospects go through. No exports, no toggling systems, no delays.
Intelligent matching logic
Assign leads by geography, product type, risk category, language, client profile or any combination of attributes — dynamically.
AI-enhanced scoring and prioritisation
Use AI to score leads (based on data inputs, behaviour, history) and automatically prioritise high-value prospects for fastest response.
Real-time assignment & handoff
As soon as a lead submits, the system assigns it to a person or team. Delays, handovers or re-routing happen instantly if someone is offline or overloaded.
Seamless re-engagement & follow-up
Leads that go cold aren’t lost — the system can trigger reminders, AI Agent outreach or requalification prompts to revive stalled prospects.
Full visibility & analytics
Track lead volume, conversion funnels, response times, workload distribution, bottlenecks and team performance in real time.
Scalable, global, time-zone aware
Lead routing works across regions and time zones — your system schedules, routes and hands over leads globally without friction.
Audit and traceability
Every assignment, route, override, requalification or action is logged, timestamped and traceable — essential in regulated sectors.
Gain Competitive Advantage.
Not a bottleneck.
Sectors We Serve
FastDox.
An all-in-one platform.
Our all-in-one platform combines the power of 20 products into one customisable and brandable system.
We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions.
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
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