Speed to lead, from form to owned task in seconds
Every form and booking lands with its source and an owner, then an automatic text, an AI callback or an escalation keeps it warm.
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- Source recorded on every lead
- Round-robin across a pool
- Untouched leads escalate
The short answer
- A form or a booking reaches your SalesCrew instance in seconds, creates or matches a contact, records the source and puts an owned task in front of a person.
- SalesCrew acknowledges the lead by SMS, places an AI callback on the leads worth calling at once, assigns round-robin across a pool and escalates a lead nobody has touched.
- Every automatic action follows the same policy table as the rest of the product: an automatic text is an external send, so it starts in review until you move it.
What it does
Capture is fast. A website form posts to your instance's inbound endpoint and a Calendly booking arrives by webhook, both in seconds, both landing as a contact and a lead with its source. task_create puts the callback on a named person's list with a due time, and a spam throttle keeps an overnight bot from filling the queue.
Then SalesCrew acts without waiting for a person. It sends an acknowledgement text seconds after a form submission, places an AI callback for the leads you mark as worth calling at once, and assigns each lead round-robin so it has an owner instead of an audience. If a lead sits untouched past your threshold, the SLA timer escalates it.
You configure each of these as a speed-to-lead action: auto_reply_sms, ai_callback, assign_round_robin and escalate_if_untouched. Each one respects the policy table, so a text that goes to a buyer waits in review until you decide it can send on its own.
Why each action earns its place
An acknowledgement buys time
A text within seconds stops the buyer opening the next tab while your rep finishes a call.
Read moreA lead needs one owner
Round-robin assignment gives each lead to a person, not a queue everybody assumes somebody else is watching.
Read moreAn untouched lead escalates
The SLA timer surfaces the leads nobody picked up, because those quietly cost the most.
Read moreHow you get a lead answered fast
Four steps from the form to an automatic reply.
- 1
Connect
Point your website form at the inbound endpoint and connect the booking webhook. Test both with a real submission, not a sample payload.
- 2
Configure
Set lead source on every lead, the round-robin pool, the task due time, the escalation threshold and the spam throttle.
- 3
Run in review
The automatic text starts in review. An acknowledgement a person approves is still faster than one nobody sends.
- 4
Move to auto
Promote the acknowledgement once you've read a week of them. Anything that spends money stays human-only in every mode.
In which tier
Unlimited seats on every tier, so the whole pool shares the leads.
| Tier | Price | What you get on speed to lead |
|---|---|---|
| Core | $299/mo | Capture, contact matching, lead source and owned tasks |
| Local | With the phone and SMS pack | Automatic replies, AI callback, round-robin pools and escalation |
| Outbound | $699/mo | Core plus the SMS and phone pack, plus the Campaign and LinkedIn agents |
| Agency | $1,200/mo | Everything above, plus marketplaces and the marketing module |
Published tiers as of September 2026, unlimited seats on every one.
Questions
- How fast does a new lead reach my team?
- In seconds. The form or booking lands as a contact and a lead with its source, and an owned task with a due time goes straight to a named person.
- Can SalesCrew text a new lead automatically?
- Yes. The auto_reply_sms action sends an acknowledgement seconds after the form arrives. It starts in review, with consent records and STOP handling built in.
- Who gets the new lead?
- The next person in the round-robin pool you configure, as a task with a due time. If nobody touches it past your threshold, the lead escalates.
- What about texting consent?
- SalesCrew stores consent on the contact and handles STOP on arrival. You collect the consent on your form, with wording your counsel approves.
- What should I set up first?
- Lead source on every lead. It makes cost per lead by channel a query later, and every automatic action reads it.
Answer every new lead before they call someone else
Capture, round-robin and an automatic text on the database you own, with unlimited seats.
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