Lead capture · Autessa CRM
Lead scoring
Autessa CRM scores every contact from 0 to 100 with a transparent formula and bands it Hot (60+), Warm (35+) or Cold. Points come from how recently they wrote to you, how recently you reached them, an open deal on their account, their type and how complete their profile is. Opt-outs, competitors, partners and distributors are “Not a lead”.
The problem
Black-box scores nobody believes
When reps cannot see why a lead is hot, they ignore the score. Autessa CRM’s score is a short list of rules anyone can read, so the number earns trust.
What you get
- They wrote to us: up to 40 points (within 7 days 40, 30 days 30, 90 days 18, 180 days 8).
- We reached them: up to 15 points (14 days 15, 45 days 10, 120 days 5).
- Open deal on their account: 20 points.
- Type: prospect 10, client 6, vendor 0, other 3.
- Profile completeness: up to 15 points from email, title, phone, LinkedIn, company and state.
- Bands: Hot 60 and up, Warm 35 and up, Cold below.
- Not a lead: Do not email, Competitor, Partner and Distributor.
- Recalculated nightly, and on arrival for inbound leads.
How it works
How does lead scoring work in Autessa CRM?
- 1
It scores itself
Nightly and on inbound arrival.
- 2
Filter by band
Hot and Warm chips on Contacts and Nurturing.
- 3
Act on hot
Hot leads first.
Every option
Score rules
| Option | What it does |
|---|---|
| Inbound recency | Up to 40. |
| Outbound recency | Up to 15. |
| Open deal | 20. |
| Type | Up to 10. |
| Completeness | Up to 15. |
| Bands | Hot ≥ 60, Warm ≥ 35, Cold. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
| Read Only | See everything, change nothing. |
Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about lead scoring
How does lead scoring work in Autessa CRM?
A 0 to 100 score from reply recency, outreach recency, open deals, type and profile completeness, banded Hot, Warm and Cold.
How is the lead score worked out?
With a transparent rule-based score, so everyone can see why a lead is hot.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours