Call Routing

Route calls to the right team, in real time

If you or your vendors generate phone leads, Lead Capsule routes each call to your internal sales team or straight to a buyer. Routing supports dynamic, filter-based rules and round-robin distribution, and call recordings are captured automatically whether you're tracking or routing.

Distribute calls your way

• Local or toll-free numbers - subscribe to numbers to track routed calls. See Call Tracking.
• Call distribution - send calls to your call center, the Lead Capsule CRM Portal, or lead buyers, in a set order or round-robin.
• Advanced filtering - route by any field, such as state or age range, so calls reach the right destination automatically.
• Schedules - route calls only when a destination is available to take them. See Scheduling.

Build a call flow before the transfer

Configure what happens before a call reaches your call center, CRM, or a buyer:

• Say text - text-to-speech in multiple languages and voices announces the transfer.
• Play a recording - play a custom recording before the caller is connected.
• Collect digits - capture keypad input and store it with the lead or send it to the buyer.
• Record a response - record the caller's answer to a question and attach it to the lead.
• Send SMS - text the caller from a local or toll-free number on behalf of your company or the buyer.

Every call becomes usable lead data

Deliver everything collected on the call, data and recording, to your call center database, the CRM Portal, or your lead buyers. See Lead Distribution for delivery options. Full call recordings are stored with the lead for review or resale.