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Leads & CRM service

Lead Routing & Speed-to-Lead

Get new leads in front of the right agent in seconds, with instant auto-replies, round-robin or rules-based routing and escalation if nobody responds.

Starting prices on this pageNo lock-inReviewed 2026-10-06

What Lead Routing & Speed-to-Lead means for you

Speed-to-lead means how quickly a real person answers a new inquiry. We build routing rules, instant text and email replies and a fallback chain so a lead is never stuck waiting while you are at a showing.

The agent who replies first usually has the conversation. For solo agents that means automatic replies that sound human. For teams it means fair, transparent routing, clear ownership and an alert when a lead has been ignored too long.

Problems this fixes

  • Leads arriving by email and getting seen hours later
  • Team members arguing over who owns which lead
  • No auto-reply outside business hours
  • Portal leads, ad leads and website leads handled three different ways
  • No report showing average first-response time

What you get

  • Routing rules by price, area, source or availability
  • Instant auto-reply by text and email with a clear next step
  • Round-robin and claim-based pools with fair-play rules
  • Escalation to a backup agent or team lead after a set time
  • Quiet-hours rules that respect the lead and your evenings
  • A response-time report by agent and by lead source

Tools we commonly work with

Follow Up BosskvCORELofty-class CRMsTwilio-class messagingZapier-class automationGoogle Calendar
Target: auto-reply inside one minute, human claim target set with your team, unclaimed leads escalated automatically.

Who Lead Routing & Speed-to-Lead is for

Lead Routing & Speed-to-Lead suits solo realtors, growing teams and small brokerages that want professional tech without hiring someone full time. It is especially useful for new agents, real estate coaches and mortgage agents, where busy schedules and sensitive client information make a clean setup valuable. If you already have a tech-minded assistant, we work alongside them and fill the gaps.

Keeping client information safe

Every tool we set up for lead routing & speed-to-lead starts with safe defaults: strong sign-in, limited sharing and clear ownership. We avoid putting client data into unmanaged apps, and we document how long records are kept and who can access them. That makes it easier to meet your duties under PIPEDA, BC PIPA and your brokerage's own policies.

The first 30 days

In week one we gather access, confirm goals and take a snapshot of your current setup. In week two we build and test. In week three we train you and fix anything you notice in daily use. In week four we review results together and decide what, if anything, to adjust. By the end, lead routing & speed-to-lead should feel like part of the way you already work rather than something extra to remember.

How we measure success

Good tech has measurable results. For lead routing & speed-to-lead we agree a few simple measures at the start, such as response time, completed automations, backup test results or the number of accounts protected. Target: auto-reply inside one minute, human claim target set with your team, unclaimed leads escalated automatically. We review those numbers with you during your quarterly check-in and adjust if your goals change.

Plays well with your stack

Whatever you use today, there is a good chance we can build on it. Typical platforms for lead routing & speed-to-lead include Follow Up Boss, kvCORE, Lofty-class CRMs, Twilio-class messaging, Zapier-class automation and Google Calendar. We map how data flows between them, remove duplicate steps and test each connection. If something cannot be connected cleanly, we tell you straight away and suggest the simplest workaround.

Our simple method for lead routing & speed-to-lead

We follow four steps: listen, plan, build and hand over. Listening means understanding your business, not selling a package. Planning produces a one-page scope with outcomes and exclusions. Building uses your real data and real examples, and handover means a recorded walkthrough and a checklist you can keep. Nothing is secret and you own every account we create. Target: auto-reply inside one minute, human claim target set with your team, unclaimed leads escalated automatically.

What lead routing & speed-to-lead costs

One-time setups start from $750 and ongoing per-agent plans start from $89 per month, with team pricing for larger groups. For lead routing & speed-to-lead, the final figure depends on how many agents, devices and tools are involved. You receive a written fixed-scope quote after a free 30-minute consultation. Prices are in Canadian dollars, plus 5% GST, with a 10% launch discount and no lock-in. See the full pricing page for plan details.

Lead Routing & Speed-to-Lead in your city

We deliver this service remotely across Canada, with dedicated local pages for twelve major British Columbia cities.

Lower Mainland

Lead Routing & Speed-to-Lead in Vancouver

Scope, pricing and local notes for Vancouver agents and teams.

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Lower Mainland

Lead Routing & Speed-to-Lead in Surrey

Scope, pricing and local notes for Surrey agents and teams.

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Lower Mainland

Lead Routing & Speed-to-Lead in Burnaby

Scope, pricing and local notes for Burnaby agents and teams.

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Lower Mainland

Lead Routing & Speed-to-Lead in Richmond

Scope, pricing and local notes for Richmond agents and teams.

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Lower Mainland

Lead Routing & Speed-to-Lead in Langley

Scope, pricing and local notes for Langley agents and teams.

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Fraser Valley

Lead Routing & Speed-to-Lead in Abbotsford

Scope, pricing and local notes for Abbotsford agents and teams.

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Okanagan

Lead Routing & Speed-to-Lead in Kelowna

Scope, pricing and local notes for Kelowna agents and teams.

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Vancouver Island

Lead Routing & Speed-to-Lead in Victoria

Scope, pricing and local notes for Victoria agents and teams.

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Vancouver Island

Lead Routing & Speed-to-Lead in Nanaimo

Scope, pricing and local notes for Nanaimo agents and teams.

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Thompson-Nicola

Lead Routing & Speed-to-Lead in Kamloops

Scope, pricing and local notes for Kamloops agents and teams.

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Lower Mainland

Lead Routing & Speed-to-Lead in Coquitlam

Scope, pricing and local notes for Coquitlam agents and teams.

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Lower Mainland

Lead Routing & Speed-to-Lead in North Vancouver

Scope, pricing and local notes for North Vancouver agents and teams.

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Quick answers

How much does lead routing & speed-to-lead cost?

One-time setups start from $750 and per-agent monthly plans start from $89, plus 5% GST. A 10% launch discount applies for new clients. Teams are quoted by headcount, and there is no lock-in.

Who owns the accounts you set up?

You do. Domains, CRM accounts and cloud storage are created under your name or your business, and we document the logins in a password manager you control.

What does lead routing & speed-to-lead include?

Speed-to-lead means how quickly a real person answers a new inquiry. We build routing rules, instant text and email replies and a fallback chain so a lead is never stuck waiting while you are at a showing. The exact scope is written down in a fixed-price plan after a free 30-minute consultation, so you know what is included and what is not.

Do you resell software?

No. We are a consulting and support team, so recommendations follow your needs. You buy and own your own subscriptions and domains, and we manage them for you if you wish.

What if I am not happy?

Tell us. We will fix it or refund the unfinished portion of a fixed-scope project. Plans are month-to-month, so you can leave at any time.

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Ready for tech that just works?

Book a free 30-minute consultation. No forms, no pressure, and a fixed price before any work starts.

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