Lead Intake & Qualification Engine
Capture every lead, enrich with context, qualify using your criteria, and route to the right rep—within minutes.
Inbound leads often arrive incomplete, get routed inconsistently, or sit unassigned. Orion's Lead Intake & Qualification Engine standardizes lead intake, lead enrichment, AI-assisted lead qualification, and lead routing automation so speed-to-lead becomes reliable.
What it does
Capture lead data automatically
Inbound leads hit your CRM via form, email, or chat → Orion extracts fields, enriches missing data, and logs the timestamp.
Score & prioritize in real time
ICP fit (industry, revenue, geo) + intent signals (form urgency, referral source) = ranked priority queue.
Route to the right rep instantly
Rules-based assignment (territory, vertical, capacity) → Slack/email alert with context → CRM ownership updated.
Trigger immediate first-touch sequence
Personalized email + SMS within 90 seconds, pulling context from the lead source and CRM history.
Escalate if no rep action within threshold
If the assigned rep doesn’t engage in 15 minutes, leadership gets an alert. No silent failures.
Why it matters
- Faster speed-to-lead (minutes, not hours)
- Reduce time wasted on unqualified leads
- Eliminate routing errors and ownership gaps
- Create accountability (every lead tracked, every step logged)
What you can configure
- Qualification criteria and required fields
- Scoring tiers or simple lead scoring rules
- Routing logic (territory, segment, round-robin, priority)
- SLA rules and escalation paths
- Duplicate handling and ownership rules
Metrics to track
- Speed-to-lead (inquiry → first action)
- % routed within SLA
- Missing field rate
- Duplicate rate
- Lead-to-meeting conversion by source
FAQ
What is lead intake and qualification?
A system that captures inbound leads, enriches them, qualifies them using consistent criteria, and routes them to the right owner.
Does Orion use AI for lead qualification?
Orion can support AI-assisted qualification to apply your criteria consistently and reduce manual triage.
How fast can leads be routed?
Typically within minutes, depending on your sources, required fields, and routing rules.