Lead Scoring and Intelligence
Lead scoring assigns a numeric score to each contact based on their behavior, helping you prioritize your outreach.
How scores are calculated
Points are awarded automatically based on actions:
| Action | Points | |--------|--------| | Submitted contact form | +20 | | Viewed a project page | +5 | | Viewed a floorplan page | +10 | | Used the compare tool | +15 | | Saved a favorite | +10 | | Opened an email | +5 | | Clicked a link in an email | +10 | | Booked an appointment | +25 |
Scores decay over time. A contact who was active 90 days ago but has gone silent will see their score gradually decrease.
Score tiers
- Hot (80+) — Actively engaged, ready for direct outreach
- Warm (40-79) — Interested but not yet committed; nurture with content
- Cold (0-39) — Low engagement; keep in drip campaigns
Lead intelligence
Beyond the score, the CRM tracks:
- Pages viewed — Which projects and floorplans the contact looked at
- Search queries — What they searched for on your site
- Visit frequency — How often they return
- Email engagement — Which campaigns they opened and clicked
Use this intelligence to personalize your outreach. If a lead viewed the same floorplan three times, mention that specific unit in your follow-up call.
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