Lead Scoring

As leads flow into your CRM from various sources (e.g., Facebook, Google, Events), you will agree that not all leads require the same level of attention. This is why we have developed a Lead Scoring Plugin. You can use criteria to rate your leads and target the best leads that are most important to you.

If you have an ideal personal profile that fits your business, say leads from a specific city or who have a title like “Dr.” or who only have business email addresses, you can use the flexible lead scoring criteria functionality to filter your leads, prioritize them, and target the best ones.

Features:

• Create Criteria for Lead Fields: For example, Name, City, Address, etc.
• Support 14 Operators: Apply strings and numeric operators (e.g., check if the address contains any text, starts with, ends with, is empty, etc.).
• Create Criteria for Custom Fields: Supports array/multiple select fields.
• Apply Criteria to Lead Records: Calculate lead scores automatically.
• Automatic Score Calculation for New Leads: See a breakdown of scores and which criteria were applied for each lead.
• Order Leads Based on Scores: Sort leads in the leads table by score (e.g., ascending or descending).
• Insights and Analytics: Get insights into your lead scores based on your criteria.

Because criteria are applied to all your leads, seeing only the score on the leads table is sometimes not enough. You can see the breakdown of which criteria match a specific lead.

As you deal with a large number of leads, it becomes increasingly difficult to focus on the right leads and convert them to customers. The Lead Scoring plugin simplifies this process for you and your team. If a lead source or lead forms are showing promising avenues for your business, assign a higher score to those leads.