Client
Zenithx
Reclaiming 40 hours a month for a growing sales team
Feb, 2026
Austin, USA
Lead Routing
CRM Automation
Overview
Zenithx is a B2B software company based in Austin. Their pipeline was growing faster than their process, and every new lead needed to reach the right rep without delay. They asked us to take routing off their reps’ plates.
Challenge
Leads came from five sources, were routed by hand, and the best ones waited hours for a reply.
Reps copied details from web forms, ads, and email into the CRM, then pinged a manager to decide who should follow up. Duplicates slipped through and territories overlapped. Response times depended on who happened to be online. As the team grew, routing alone took about 10 hours a week, and the hottest leads were often the ones left waiting.
Solution
Every lead now gets scored, assigned, and logged in under a minute.
We connected their forms, ad platforms, and inbox to the CRM, then added rules for territory, deal size, and rep availability. Duplicates are merged on arrival, and the assigned rep gets a Slack alert with the full lead context.
01
Saved per month
02
Faster first response
03
Duplicate leads
04
Lead to meeting rate
Zenithx now spends its time on conversations, not on sorting leads. Every lead reaches the right rep in under a minute, and the team has about 40 hours a month back for real selling. The pipeline can keep growing without adding more admin work.
The same setup is ready for new lead sources as they come, so the team can add channels without rebuilding anything. Reps trust the routing, managers get clean data, and nobody has to ask who owns a lead anymore.
