Lead distribution that assigns every enquiry in seconds, fairly
atomcrm.ai distributes leads automatically the moment they arrive. Choose round-robin, weighted, lowest open load or best converter; limit rules to a branch or team; set daily caps and a fallback person. Nobody cherry-picks, nothing waits in a shared inbox, and no lead is dropped.
Where enquiries are lost today
Shared inboxes breed cherry-picking
The best-looking leads are grabbed; the rest wait.
Manual assignment is slow
A manager assigning by hand is a manager not managing — and leads wait for them.
Some callers are overloaded
Even splits ignore that one caller already has 200 open leads.
How atomcrm.ai works, step by step
- 1
Lead arrives
From any source — ads, forms, IVR, WhatsApp, API.
- 2
Rules checked in priority order
The first matching rule that yields a person wins; branch and team rules can run before the general one.
- 3
The strategy picks the person
Round-robin, weighted, lowest open load or best converter — among active, eligible members.
- 4
Caps and fallback respected
Daily caps stop overload; if nobody is eligible, the fallback gets it — or it waits, never lost.
Everything the team needs, in one CRM
Round robin
Takes turns across the eligible team.
Weighted
Give stronger callers a larger share.
Capacity and performance
Lowest open load, or the best converter first.
Branch and team rules
Rules limited to locations or teams, run before the general rule.
Daily caps
Per person, so nobody drowns on a spike day.
Manual assign board
Leads with no callback, by stage, for a manager to hand out in bulk.
What your team actually works with
Questions people ask
What is round-robin lead distribution?
Each new lead goes to the next person in turn, so leads are shared evenly and nobody chooses which leads to take.
Can a source skip the rules?
Yes. A webhook or Facebook form can send its leads straight to one person, a team or a branch.
What happens if nobody is available?
The rule’s fallback person receives the lead; without one, it stays unassigned and visible, never dropped.
Can I reassign in bulk?
Yes, from the leads list or the assign board, which shows leads with no callback by stage.
Get your team off spreadsheets this week
Import your leads, add your users, set your routing rules. Most teams are live the same day.