Trade-show QR scans, ad campaigns, website forms, phone inquiries — every new lead is scored by rule. High-scoring leads are quickly routed to sales reps, while lower-scoring ones settle into the lead pool for marketing to keep nurturing, ensuring your most important prospects get followed up first.
Turn "marketing hands over a pile of leads" into "sales receives ready-to-call customers"
Web forms, trade-show card scans, API integration with ad platforms, Excel bulk import — all leads land in the same pool and are deduplicated
Score across multiple dimensions — company size, industry, job title, inquiry content, source channel — auto-aggregated 0-100; A-grade leads are assigned first
Set rules by region, product line and sales team; when a new lead arrives, the system auto-assigns it to the right rep, eliminating manual dispatch delays
Leads with no follow-up in X days are automatically recycled back to the pool, for managers to reassign or for marketing to keep nurturing
Once a lead shows clear intent, convert to customer in one click — original lead info, follow-up records and scores all carry over, no re-entry needed
Every lead keeps a source tag (trade-show name / ad campaign / referrer), so you can later see which channel converts best and target marketing budgets precisely
Marketing brings in dozens of leads a day, and without someone watching the assignment, they go dormant. The lead pool brings every lead under flow rules, compressing the time from intake to the first follow-up call down to hours.
Push 50 leads a day and a rep simply can't get through them all. Smart scoring rates each lead across dimensions like "company size × job title × intent keywords," so reps call the 90+ scores first and handle mid-to-low scores later — time spent on the customers that matter most.
Ruida Machinery · Data Migration
After a few follow-up calls a rep deems a lead valid and simply clicks "Convert" — the lead's basic info, follow-up records, score, source and linked materials all carry over into the new customer profile, while the original lead's status changes to "Converted" and feeds into marketing reports.
SEM / content marketing / trade shows drive traffic, the lead pool consolidates everything, scoring routes leads to reps, and marketing performance is fully measurable by data
Purchased call lists are imported in bulk, the lead pool slices them by region / industry to the right tele-reps, and recycle rules route the "tough nuts" to seasoned reps
Website forms, official-account inquiries and Douyin livestream leads are pooled together and scored by "intent keywords"; trial-class sign-ups get top priority
Inquiries from multiple platforms (Alibaba / Made-in-China / email) all enter one lead pool, assigned to country reps by region and product line
Once leads are converted, customers, opportunities and contracts keep the engine running
All-round profile management after a lead converts — follow-up / collaboration / public sea, end to end
When a customer shows clear buying intent, open an opportunity and advance it by stage to close
Marketing campaigns are a key source of leads; campaign results flow back into lead source attribution
Lead conversion rate, channel contribution, sales follow-up time — both marketing and sales see results clearly
Sign up to experience the full Lead Management for free, or book a consultant demo