SCHEDULE IQ- LEAD ROUTING AND SCHEDULING PLATFORM

Turn Website Visitors Into
Booked Meetings

Schedule IQ lets you qualify leads from your website form and automatically route them to the right sales rep.

Your Website Visitors? Want Instant Sales Attention.
Your Sales Reps? Want Meetings Booked Without Email Tennis.

Schedule IQ delivers both.

BOOK

Instantly show high-intent
visitors a calendar after
they fill your form

ROUTE

Distribute leads to the
right sales rep based on
round-robin logic, form
answers, CRM fields,
or custom routing rules

PRIORITIZE

Assign customers,
ongoing deals, and past
deals to the account
owner in CRM

FOLLOW-UP

Set reminder and drop-off
workflows to ensure leads
attend meetings
and reschedule when
they don’t

Get More Website Visitors Talking to Sales
With Schedule IQ

How Schedule IQ Maximizes Inbound
Pipeline From Your Website

LEAD-TO-MEETING AUTOMATION

Take Interested Website Visitors Straight To “Meeting Booked”

Get Meeting Slots Filled

Let qualified visitors book a calendar slot
while non-qualified visitors see a Thank You page

Route Leads Automatically

Skip the lead routing spreadsheets and ops
headaches. Send meetings to the right reps based on
rules or custom conditions.

LEAD ROUTING

Route Leads To Reps Best Suited To Close Them

Owner-Based Routing

Schedule IQ detects when accounts with existing
relationships sign up, and sends the account to the
owner in CRM

Form-Based Routing

Schedule IQ knows which rep to assign meetings to
based on form answers to questions like company size,
tech stack, geography, and more

CRM-Based Routing

Schedule IQ uses CRM insights on an account/ lead
to assign leads to the right rep

IP-Based Routing

Schedule IQ grabs lead location from their IP address
and instantly routes them to the right rep

LEAD DISTRIBUTION

Take Full Control On How Many Meetings Each Rep Gets

Use round-robin or custom logic to decide meeting volume for every rep

Availability-Based
Distribution

Schedule IQ assigns leads to the
rep with the nearest slot so buyers
get fast attention.

Strict Distribution

Schedule IQ prioritizes equal
distribution so all reps get a fair
shot at making quota.

Weight-Based
Distribution

Schedule IQ understands seniority
and allots more meetings to your
top reps.

DRAG-AND-DROP ROUTING BUILDER

Zoom In and Out of Your Website Visitor’s Journey In Seconds

Schedule IQ is the only Lead Routing Platform with a Drag-and-Drop Workflow Builder. So you
can quickly visualize, review, and edit your routing strategy without staring at 978 admin
settings pages or the fear of breaking automations.

Audit and Fine-Tune Your Lead Routing
Strategy With Schedule IQ

CONVERSION FUNNEL REPORTS

Pinpoint Precisely Where You’re Losing Pipeline

Distribution Reports

Slice meeting volume down by rep, by meeting
completion rate and cancel rate.

Conversion Stage Reports

Analyze drop-offs by traffic-to-form fill, form fill to calendar visit and calendar visit to meeting booked.

DEEP CRM INTEGRATIONS

Pinpoint Precisely Where You’re Losing Pipeline

When visitors book a meeting, fail to, or cancel, Schedule IQ immediately creates a contact and
associated activity in CRM. It also updates existing contacts, ownership, and specific fields so your
CRM stays pristine.