Smart Routing
Every booking lands on
the right calendar
Round-robin distribution, priority rules, and condition matching ensure every prospect is assigned to the rep best equipped to close the deal, automatically and without manual intervention.
Fair distribution
Round-robin and weighted assignment keep workloads balanced across your team so no one is overwhelmed or underutilized.
Best-fit matching
Condition-based rules match prospects to reps by territory, language, deal size, or any custom criteria you define.
Zero manual routing
Assignment happens instantly at booking time. No manager needs to review, reassign, or triage incoming meetings.
Routing intelligence
Assign every meeting with precision
Round-Robin Distribution
Distribute bookings evenly across team members with support for weighted allocation, skip-if-busy, and vacation exclusions.
Priority Rules
High-value prospects or returning customers get routed to senior reps first, with fallback to the general pool if unavailable.
Condition Matching
Route based on form answers, CRM fields, geographic location, deal size, or any combination of criteria you configure.
Assignment Strategies
Choose between equal distribution, weighted allocation, availability-first, or performance-based assignment to match your team's structure.
Fallback Strategy
Define what happens when no rep matches the routing criteria, including overflow queues, manager assignment, or open booking.
Routing Test Panel
Simulate booking scenarios in a test panel to verify routing rules produce the expected assignment before going live.
Intelligent Assignment
Match prospects with the rep who can close
Combine form answers, CRM data, and geographic signals to route every booking to the rep with the right expertise, territory, and bandwidth. High-value enterprise leads go to senior closers while SMB prospects get fast, efficient onboarding calls.
Test Before You Deploy
Verify every routing rule before it goes live
The routing test panel lets you simulate booking scenarios with different form inputs and CRM conditions. See exactly which rep would be assigned and why, catch misconfigurations before they affect real prospects, and deploy with confidence.
Smarter booking assignment
Stop manually triaging meetings.
Let smart routing assign every booking to the right rep automatically so your team focuses on selling, not scheduling.