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Scoring and routing

Lead scoring and routing: know which lead is serious and send it to the right person

Short answer: Lead scoring in ITC-CRM uses AI to read each conversation and give every lead a score out of 100 with a one-sentence reason, so your team knows who to call first. New conversations are then distributed automatically to team members on shift, with alerts for any left unanswered.

A hundred messages a day, and only ten from serious buyers. Without scoring, your team's time goes on the merely curious while the real customer goes cold. ITC-CRM sorts them for you.

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How does AI lead scoring work, and why does it give a reason?

The AI reads the conversation and gives each lead a score out of a hundred, with a one-sentence reason such as “asked about the price and instalments and requested an appointment”. So your team knows who to call first.

Can I name my own sales stages?

How are leads distributed and followed up automatically?

How it starts

  1. 1

    Name your sales stages

    Or use the ready-made ones.

  2. 2

    Set your team's working hours

    So work goes only to people who are on shift.

  3. 3

    Follow it on the dashboard

    Scores, stages and each team member's performance.

FAQ

Does the scoring change a stage a team member has set?

No. ITC-CRM's automatic scoring never touches a stage that a person changed by hand.

What happens if the whole team is on leave?

The new conversation stays in the “Unassigned” list in ITC-CRM rather than being pushed to someone who is away, until someone is back or a manager assigns it.

Can I add stages specific to my business?

Yes. In ITC-CRM you name the stages and order them however suits your business.

Can the AI suggest a lead's sales stage?

Yes. ITC-CRM's AI suggests the stage from the conversation, but it never changes a stage a team member moved by hand.

Does ITC-CRM help follow up with customers who went quiet?

Yes. An ITC-CRM automation drafts a follow-up message for a customer who has gone quiet, and a team member reviews it and sends it.

Is there a pipeline board for deals?

Yes. ITC-CRM's sales pipeline board shows every deal with its stage and value.

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