Lead Scoring & Routing
Score leads. Route automatically. Stop losing inbound.
Pulse's scoring engine has five match types — including domain blocklist and intent signals — and round-robin routing with a persistent cursor that keeps the load fair. Inbound leads score, route, and reach the right rep in under 60 seconds.
5 match types
intent, company_size, title_contains, domain_blocklist, field-based. Combine for sophisticated scoring without writing code.
Round-robin with cursor
Persistent cursor distributes leads fairly across selected users. No 'first rep online wins everything' problem.
Domain blocklist
Never assign leads from competitors or junk domains. The match type bigger CRMs don't ship.
Anatomy
Every region, explained.
Scoring rules
Per-rule kind (intent / company_size / title / domain_blocklist / field), match JSON, points, active flag.
Lead score 0-100 + grade A-D
Composite score from all active rules. Grade band for at-a-glance triage.
Intent signals
Stored as jsonb on the lead. Page views, downloads, form fills, email clicks contribute.
AI note
Optional AI-generated note explaining why a lead scored where it did. Powered by Claude Haiku.
Routing rules
Conditions JSON + assign strategy (fixed / round_robin) + user list + priority. Rules evaluated by priority.
Round-robin cursor
Persistent per-rule cursor. Lead 1 → user A, lead 2 → user B, lead 3 → user A. Restartable, auditable.
Deep dive
Everything that's in the box.
Intent signal scoring
Weight prospects who show purchase intent: viewed pricing, downloaded a guide, attended a webinar. Stored as intent_signals jsonb.
Firmographic scoring
Score by company size, industry, annual revenue — pulled from Company record.
Title contains rule
If contact title contains 'VP' or 'Director', add N points. Simple matching that doesn't require ML training.
Domain blocklist
List of domains to auto-reject or de-score (competitors, throwaway emails, free domains for B2B contexts). Unique to Pulse among mid-tier CRMs.
Custom field scoring
Score on any tenant-defined custom field. Useful for vertical-specific signals (e.g. 'has decision authority?', 'has budget?').
Predicted value (USD)
Per-lead predicted_value_usd surfaces in inbox. Reps see expected $ next to each lead.
Routing rule priority
Rules evaluated by priority. Catch hot leads with the first rule, fall through to round-robin for the rest.
Lead source tracking
Per-source rollups: leads_30d, revenue_30d_usd, cost_30d_usd, avg_score. ROI by source visible in reports.
In the wild
How teams use it.
"Domain blocklist saved us 4 hours a week. Competitors stopped clogging our inbound."
Tomás D.
SaaS, 12 reps
"Round-robin with cursor ended our 'why does Karen get all the good leads?' debate."
Priya K.
B2B SDR team
"Intent signals plus scoring boosted our SDR-to-meeting rate from 8% to 22% in a quarter."
Carlos R.
Agency, 8 reps
Pulse vs. The Old Way
A different league.
FAQ
Frequently asked
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