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Lead management & distribution

Every lead in one inbox, assigned in seconds.

Leads from Meta, Google, TikTok, LinkedIn, your website and WhatsApp land in one unified inbox — de-duplicated, scored and routed to the right agent before interest goes cold.

Meta Google TikTok LinkedIn Website WhatsApp CSV/Excel
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Assigned to Nour A.3 s after the Meta form
Duplicate caughtMerged into an existing contact
app.subulagency.com/leadsSample data
Unified inboxShowing 8 of 8 leads Showing 5 of 8 leads Showing 4 of 8 leads Showing 3 of 8 leads Showing 3 of 8 leads Showing 2 of 8 leads Search name, phone or campaign…
LEADSCOREAGENTSTATUSRECEIVED
Try it: tap a filter, then a lead to open its quick view.
6+lead sources in one inbox
4assignment modes, one atomic engine
70%fewer duplicate calls
Placeholder figures — replace with verified customer results before launch.
Key capabilities

Everything between “new lead” and “first call”

Eight building blocks that keep every lead captured, clean and owned by someone.

Unified inbox Every source lands in one list, with its campaign, form and ad attached.
Powerful filters & saved views Filter by any field — custom fields included — and save views per user or team.
Lead quick view Open a lead in a popup — details, timeline and actions — without leaving the list.
Duplicate detection & merge Normalized phones and emails plus fuzzy name matching flag duplicates before they’re called twice.
Explainable lead scoring Every score shows the exact rules and points behind it. No black box.
Smart assignment rules Round-robin, weighted, capacity-aware or by territory — each lead assigned exactly once.
Custom fields per industry Projects and unit types for real estate, services and doctors for clinics — your fields, your words.
Instant alerts Agents get a push or WhatsApp alert the moment a lead is theirs; managers see who hasn’t responded.
Filters & saved views

Find the right leads in two clicks — then save the view

Slice the inbox by any field, campaign or behaviour. Agents keep personal views; managers share team views so everyone works from the same list.

Combine any fields — custom fields included — with AND / OR logic. Lead quick view opens details, timeline and actions in a popup without losing your place. Pin views to the sidebar with live counters, per user or per team. Bulk assign, tag or export exactly what you filtered — role permissions apply.
Saved viewsSample data
My hot leads12 Unassigned today4 Meta · New Cairo launch31 Overdue follow-ups7 Team East — this week58
Filters
SourceisMeta, TikTok
AND
Lead score≥70
AND
CreatedinLast 7 days
Add filter
31 leads match Save view
Share with Team East
Duplicate detection & merge

Catch duplicates before two agents call the same person

Subul CRM normalizes phone numbers and emails and fuzzy-matches names the moment a lead arrives — then lets you merge in one click without losing history.

Recognises local, +20 and 0020 formats as the same Egyptian number. Fuzzy Arabic and English name matching (Mohamed, Mohammed, محمد). Pick which value to keep per field; activities, follow-ups and campaign touchpoints are kept from both. Auto-merge exact matches, or send them to a review queue — your call.
Possible duplicate Match 96%
Existing contactNew lead
Name Omar Khaled Omar Khalid
Phone +20 100 123 4567 01001234567
Email [email protected] —
Source Website · Mar 12 Meta · today
Owner Nour A. Unassigned
Why we flagged it
Same phone after normalizing Name 92% similar Same project interest
Merge into existing Keep both Not a duplicate
Merges are logged and an admin can undo them. Attribution keeps both sources, so the Meta campaign still gets credit.
Explainable lead scoring

A score your team can read — and trust

Every score breaks down into the rules and points behind it, so agents know why a lead is hot and managers can tune the model without guesswork.

Points for source, budget fit, engagement, response speed and custom fields. Negative signals too: unanswered calls, wrong numbers, stale activity. Score bands (Hot, Warm, Cold) drive views, routing and automations. An optional AI signal is shown separately, with its confidence — never mixed into the rule score.
86/100 Omar KhaledHot Re-scored 2 min ago · rules v7 METRIC · rule-based
Why 86?
Phone verified and not a duplicate +25
Budget fits the project range +22
Source: Meta · New Cairo launch +18
Replied on WhatsApp within 1 hour +15
Viewed the brochure 3 times +12
2 unanswered calls −6
Admins edit rules in Settings → Lead scoring. Every change is versioned and re-scores open leads.
AI signalConfidence 78% · simulated
Likely to book a viewing this week — similar leads who replied on WhatsApp within an hour booked about twice as often.
Assignment rules

The right agent, every time — and only one

Choose how leads are shared per team, source or campaign. Subul CRM balances workload in real time and never hands the same lead to two people.

Skips agents who are offline, on leave or at capacity — automatically. Working hours per team; after-hours leads queue for the morning shift. No contact within 15 minutes? Reassign or escalate to the team leader. Every assignment is logged with the rule and reason that picked the agent.
RULEMeta · New Cairo launch → Team East Sample data
NA Nour A.18/20 open +5
KH Karim H.9/20 open +5
SR Salma R.12/20 open +5
AM Ali M.15/20 open +5
Simulated: the next 20 leads from this rule Next lead → Nour A.
Atomic, exactly-once assignmentEach lead is locked before it’s assigned, so two agents never get the same lead — even when a campaign sends hundreds at once.lead_48213 → lock ✓ → assigned(karim.h) · 1×
Custom fields per industry

Speak your industry’s language

Add the fields your team actually asks about — projects and unit types, services and doctors, programs and intakes — without a developer.

More than 15 field types: dropdowns, chips, currency ranges, dates, phone numbers, lookups and more. Required and conditional fields per pipeline and stage. Every field works in filters, saved views, scoring, reports and automations. Arabic and English labels for every field, shown in each user’s language.
New lead formSample data
Fields marked * are required at this stage.
How it works

From ad click to agent call in four steps

Set it up once — Subul CRM handles every new lead the same way, day and night.

01 Connect your sources Meta, Google, TikTok, LinkedIn, website forms, WhatsApp and CSV import — each in a few clicks.
02 Set routing & scoring Pick a distribution mode, capacity limits and scoring rules per team, pipeline or campaign.
03 Leads arrive clean Each lead is de-duplicated, scored and assigned within seconds, with its campaign attached.
04 Agents act fast Saved views, quick view and one-tap follow-ups keep first-response time short.
Use cases by industry

Built around how your industry sells

The same engine, configured with your fields, sources and routing rules.

Explore industries
Real estate
Route each project’s campaign to the team that sells it, and catch buyers who enquire about two projects.
Typical setup
Project fieldTerritory routingViewing date
Medical clinics
Send booking requests to the right branch and doctor, and spot patients already in your records.
Typical setup
Service & doctorBranch routingDuplicate patients
Dental clinics
Score leads by treatment value so implant and orthodontic enquiries are answered first.
Typical setup
Treatment-value scoreCapacity-awareWhatsApp intake
Education
Distribute applicants by program and language, and keep guardian and student on one record.
Typical setup
Program & intakeLanguage routingGuardian contact
Automotive
Give showroom leads to the branch nearest the buyer and weight senior advisors for premium models.
Typical setup
Branch fieldWeighted routingTrade-in details
Marketing agencies
Run lead intake for every client in its own pipeline, with separate rules, fields and reports.
Typical setup
Pipeline per clientSource trackingClient-ready exports
FAQ

Questions, answered

What teams ask before moving their leads to Subul CRM.

Visit the help center

Stop losing leads between the ad and the agent

See it on your own pipeline in a 30-minute demo — or start a free trial and connect your first lead source today.