Know which leads to call today, and whether your team called them in time.
Most CRMs hold thousands of leads and no clear next step. Digital Optimus builds and hosts lead scoring and sales dashboards on your own CRM data, so your team works the leads most likely to book and leadership can see what is happening.
Book my free strategy callWhat the software does
Three parts that work together. Each runs on the same data and the same scoring.
Every lead in your CRM gets a 0–100 score and an A/B/C/D tier, with the reasons behind it. Each morning your team gets a short list of who to call, text, or email next.
- Filters out records with no real conversation, and cleans out appointments that were never real, before anything is scored
- Explainable scoring: you can see which signals drive booked appointments, not a black box
- Drafts the text or email; a person approves it, and it is written back to the CRM as a task and note
- Leads move from qualifying to nurture to closing, so a booked appointment stays on the list until the deal is done
One dashboard for the people who run the team: how fast new leads get a call, how the funnel is moving, and whether the work is adding appointments.
- Speed-to-lead on-time rate for today, this week, and last week
- Weekly CRM metrics, goal and funnel views, and appointments set
- An impact report on focus, lift, and data quality, week over week
- A data-feed strip that flags any feed that is late, failed, or never ran
A new web lead should get a call within 10 minutes during business hours. The software watches the clock and tells the right person when it slips.
- Missed-call alerts to the manager, with a note added in the CRM
- A 7:30 AM email of every overnight lead, with its score and the recommended next step
- Daily call lists of the highest-scored leads no agent owns yet
How it is delivered
Built on your data
We connect to your CRM (Follow Up Boss today) and train the scoring on your own appointment history, not industry averages.
Hosted and supported
Your team signs in with a one-time email link. We host it, run the nightly updates, and keep it working.
People stay in charge
The software recommends and drafts. Your agents decide what gets sent, which keeps opt-outs and texting rules intact.
See it on your own leads
On a free call we look at your CRM and your lead flow, then tell you whether scoring and a control tower would pay back for your team, or whether something simpler would.
Book my free strategy call