How does smart lead assignment work?

Skode CRM offers 6 assignment methods: round-robin, round-robin with weighting, skill-based routing, territory-based assignment, load balancing, and predictive assignment using AI. You can set rules based on lead source, geography, deal size, industry, or any custom field. SLA tracking ensures leads are contacted within your target response time.

Can Skode handle large data imports?

Yes. Skode supports bulk imports of 100,000+ records using chunked background processing. Upload a CSV, map your fields, and the system handles deduplication, validation, and import in the background. You receive a detailed report when processing finishes — no timeouts and no lost data.

How does duplicate detection work?

Skode uses fuzzy matching across names, emails, phone numbers, and company names to detect duplicates at the point of entry and during bulk imports. You can configure match sensitivity and choose to auto-merge, flag for review, or block duplicate creation entirely.

Is AI lead scoring included?

Yes. AI lead scoring analyzes behavior signals (email opens, page visits, form submissions), demographic data, and engagement patterns to assign a score to each lead. The model learns from your historical conversion data to improve accuracy over time. Scoring is included on all paid plans.

Does Skode support territory management?

Yes. Define territories by geography, industry, company size, or any custom criteria. Leads are automatically routed to the right territory owner. You can set up hierarchies (regions containing sub-territories), transfer rules, and performance reporting per territory.

Does Skode track SLA compliance for lead response times?

Yes. You can define SLA policies that set target response times and follow-up intervals for leads. Skode tracks compliance in real time, sends breach alerts before deadlines are missed, and provides compliance dashboards showing performance by team and agent.

groupEnterprise-Grade, SMB-Priced

Enterprise Lead Management for Every Team Size

Capture, score, route, and convert leads with 60+ features. Web forms, bulk import, AI scoring, 6 assignment methods, territory management, and SLA tracking. Fortune-500 lead routing at startup pricing.

60+lead management features

6assignment methods

100K+bulk import capacity

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groupCore Capabilities

Capture, Score, Route, Convert

Every tool you need to turn raw leads into qualified opportunities.

web

Web Forms

Embeddable, customizable web forms that capture leads directly into your CRM. Conditional fields, file uploads, and auto-assignment on submission.

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Bulk Import 100K+

Import over 100,000 records via CSV with chunked background processing. Field mapping, validation, deduplication, and detailed completion reports.

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Duplicate Detection

Fuzzy matching across names, emails, phones, and companies. Auto-merge, flag for review, or block duplicates at point of entry and during imports.

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Smart Assignment (6 Methods)

Round-robin, weighted round-robin, skill-based, territory-based, load balancing, and AI predictive assignment. SLA tracking ensures timely contact.

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AI Lead Scoring

Automatic scoring based on behavior signals, demographics, and engagement patterns. The model learns from your historical conversion data.

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Territory Management

Define territories by geography, industry, or company size. Hierarchical regions, automatic routing, transfer rules, and per-territory reporting.

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SLA Tracking

Set response-time SLAs per lead source, territory, or priority. Real-time alerts when SLAs are at risk. Manager dashboards for compliance monitoring.

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Lead Source Tracking

Automatic UTM parameter capture, referral tracking, and source attribution. Know exactly which channels deliver the highest-quality leads.

assignment_indSmart Assignment

6 Assignment Methods. Pick the Right One.

From simple round-robin to AI predictive matching, route every lead to the right rep.

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Round-Robin

Distribute leads evenly across team members in rotation.

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Weighted Round-Robin

Distribute based on rep capacity — senior reps get more leads.

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Skill-Based

Route leads to reps with matching expertise or certifications.

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Territory-Based

Assign leads based on geographic or account-based territories.

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Load Balancing

Route to the rep with the fewest open leads or lowest workload.

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AI Predictive

AI matches leads to the rep most likely to convert them.

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Lead Management — Frequently Asked Questions

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