Every lead that comes in is scored and routed to the right rep in seconds. Encode your rules once and Berto enforces them forever, firing instant follow-up the moment a lead lands.
Jane Davis
Director · Acme Real Estate
Smart routing
routed in 2sPool workflow fired
No leads sitting in an inbox going cold. Lead Pools let you encode your routing rules once, then Berto enforces them forever, sorting and assigning incoming leads to the right team or rep automatically.
Every lead is scored and enriched on arrival, and instant follow-up workflows fire the moment it lands. Speed-to-lead becomes your advantage instead of your bottleneck.
Every lead is scored and routed to the right rep in seconds. No manual triage, no leads going cold in an inbox.
Encode your routing rules once and Berto enforces them forever, so every lead reaches the right rep instantly.
Every lead is scored the moment it lands, so reps always know who to call next.
Matching rules decide which leads belong in each pool, with routing that mirrors your exact process.
Notifications, status changes, webhooks and AI actions fire the instant a lead is assigned.
An AI voice agent calls dormant leads to re-engage them, reviving pipeline with zero rep effort.
Capture leads from anywhere, enrich them automatically, and let pools assign and re-balance them as your data changes.
Web forms and endpoints drop new leads straight into Berto. No copy-paste.
Auto-enriched with company and location data via Apollo, so you get full context with no research.
Distribute pool leads across the team automatically and fairly.
Mass-update and re-route leads as their data changes, at any scale.
Spot dead numbers, read buying intent, and keep large lead volumes organized as you grow.
Auto-flags leads after repeated failed call attempts, so reps stop chasing dead numbers.
Tracks prospect site visits as engagement signals, so you see intent and prioritize the warmest. (Beta)
Capture, qualify and convert in a single funnel from first touch to customer.
Everything teams ask before bringing berto into their stack.
Still have questions? Talk to our team