Lead Scoring
Know exactly who to call next
Stop wasting time on cold leads. Intelligent scoring combines behavioral tracking with your insights to surface the hottest prospects automatically.
Behavioral Scoring
Auto-track engagement
Manual Adjustments
Add your expertise
Score History
Track momentum
Smart Prioritization
Focus on hot leads
0-33
Cold Lead
34-66
Warm Lead
67-100
Hot Lead
The Lead Prioritization Problem
Without a scoring system, every lead looks the same in your database. You waste precious time following up with prospects who went cold months ago while hot leads slip through the cracks because you can't see who's actively engaged.
Your gut feeling about lead quality is valuable—but combining it with behavioral data creates a prioritization system that actually works.
Behavioral Scoring
Automatically track email opens, link clicks, property views, and engagement patterns
Manual Scoring
Adjust scores based on phone conversations, meetings, and insights AI can't capture
Historical Tracking
Store up to 5 historical scores per record to see momentum and engagement trends
Two scoring methods working together to give you the complete picture of lead quality and readiness.
85
How Scoring Works
Lead scores are calculated from multiple signals that indicate genuine interest and engagement:
Behavioral Signals (Pro Plan)
Track email engagement, property views, calculator usage, survey responses, and website visits. The system automatically adjusts scores based on recent activity patterns.
Manual Adjustments (Plus & Pro)
Add or subtract points based on phone conversations, in-person meetings, or other signals you observe. Your expertise matters—layer it on top of the behavioral data.
Time Decay
Scores naturally decrease over time without new engagement, ensuring leads that go cold don't stay hot in your system. Recent activity matters most.
Score History Tells the Story
Pro plan subscribers can track up to 5 historical scores per record to see trends and momentum:
Spot Trends
See if a lead is heating up or cooling down over time. A lead that went from 40 to 75 in two weeks deserves different attention than one stuck at 45.
Track Reengagement
When cold leads warm back up, you'll know immediately. Historical scores show you when to reach out again with perfect timing.
Audit Your Follow-Up
Review score history to see if your follow-up strategy is working. If scores keep dropping despite outreach, it's time to adjust your approach.
35
45
65
75
90
Subscription Levels
Choose the scoring features that match your workflow:
Core Plan
Scoring not available
- No scoring features
Plus Plan
Manual scoring only
- Manual score adjustments
- No behavioral tracking
- No score history
Pro Plan
Full scoring system
- Behavioral scoring
- Manual adjustments
- 5 historical scores per record
What You Can Do With Lead Scoring
Stop treating all leads the same and start focusing where it matters:
Prioritize Your Day
Start each morning knowing exactly which leads deserve your attention first
Time Your Follow-Ups
Call leads when they're showing active interest, not when they've gone cold
Segment Your Database
Create targeted campaigns for hot, warm, and cold leads with different strategies
Spot Patterns
Identify which activities and touchpoints actually move leads forward
Respond Faster
Get notified when cold leads warm back up so you can strike while interest is high
Align Your Team
Share a common language around lead quality across your brokerage or team
Measure Performance
Track how quickly you convert leads at different score levels
Close More Deals
Focus energy where it has the highest probability of converting to business
Stop Guessing, Start Knowing
Lead scoring removes the guesswork from follow-up prioritization. Combine behavioral tracking with your real-world insights to build a pipeline management system that actually reflects lead quality and readiness to transact.
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