Lead Scoring

Know Which Leads Are Ready to Book

Elromco tracks 20 customer actions and assigns each lead a temperature score automatically. Your sales team sees who is hot, warm, or cold — so they call the right people first and close more moves.

Lead Temperatures:
HOT: 12
WARM: 34
COLD: 89

Sorted by score (highest first) 135 total leads

Key Benefits

Stop Guessing, Start Prioritizing

Lead scoring for moving companies turns gut feelings into data. Know exactly which leads deserve your attention right now.

Hot, Warm, and Cold at a Glance

Every lead in your pipeline gets a color-coded temperature badge. Hot leads glow orange, warm leads show yellow, and cold leads stay blue. Your team instantly knows who to call first without digging through a list.

20 Tracked Customer Actions

From editing their inventory to reading your emails, every meaningful customer action adds points automatically. High-intent actions like adding valuation or requesting a COI score higher than passive ones like logging in.

Fully Configurable Thresholds

Set your own point values for each action and define exactly where warm starts and hot begins. Default thresholds of 100 and 200 work for most companies, but you can tune them to match your sales cycle.

Score Breakdown Per Lead

Click any lead score to see exactly which actions drove the number — inventory edits, email opens, portal logins, messages sent. Your sales team knows what the customer cares about before picking up the phone.

20 Tracked Actions

Every Action Tells You Something

High-intent actions like editing inventory or adding valuation score the most points. Passive actions like logging in still count — because any engagement beats silence.

All point values are defaults and fully configurable per company. Five additional actions (adds unpacking, updates password, adds phone number, views invoice, pays invoice) are tracked but score 0 points by default.

How It Works

From Action to Actionable Insight

Lead scoring runs automatically in the background. Your team just sorts by score and starts calling.

1. Customer Takes Action
   Every time a customer interacts with your portal, emails, quotes, or inventory, the system logs the event and calculates points automatically.

2. Score Updates in Real Time
   Points accumulate on the order record instantly. If a customer edits their inventory and adds valuation in the same session, both actions score immediately.

3. Temperature Badge Changes
   When the score crosses your warm threshold (default 100), the badge turns yellow. Cross the hot threshold (default 200) and it turns orange — signaling a lead ready to close.

4. Sales Team Prioritizes
   Your team sorts by lead score and works the hottest leads first. The score breakdown shows exactly what the customer did, so reps walk into every call prepared.

Temperature System

Three Colors, Zero Guesswork

Cold: Below 100 points
New leads or low-engagement prospects. They have submitted a quote request but have not taken further action. Follow up, but do not drop everything.

Warm: 100 – 199 points
These leads are actively engaging — editing their inventory, reading emails, logging in to the portal. They are researching and comparing. A timely call can tip the scale.

Hot: 200+ points
High-intent leads who have taken multiple meaningful actions. They have added valuation, requested a COI, or customized their move in detail. These leads are ready to book — call them now.

Lead Scoring Connects to Everything

CRM Pipeline

Sort and filter your pipeline by lead score. Your CRM dashboard shows temperature badges on every order so reps can prioritize at a glance.

Client Portal

Every action a customer takes in their portal — editing inventory, uploading photos, adding packing — automatically increments their score.

Communications

Email opens are tracked automatically. SMS replies and messages sent through the portal all contribute to the score.

Automation Engine

Combine lead scoring with automation rules. For example: when a lead crosses the hot threshold, automatically assign it to your best closer and send an alert.

FAQ

Lead Scoring Questions

• How does lead scoring work in Elromco?
• Can I customize the point values for each action?
• What are the default temperature thresholds?
• Does lead scoring work across multiple orders from the same customer?
• How does email read tracking work?
• Is lead scoring included in all plans?

Quick answer

Lead Scoring automatically ranks every lead in Elromco based on 20 customer actions — from opening emails to editing inventory in the client portal. Each lead receives a hot, warm, or cold temperature badge so your sales team focuses on the prospects most likely to book today.

• Tracks 20 distinct customer engagement signals
• Hot / warm / cold color-coded temperature badges
• Updates in real time as leads interact with quotes, emails, and portal
• Surfaces the next-best lead for sales reps automatically
• Available on: Both plans

Ready to Score Your Leads Automatically?

Book a personalized demo and see how Elromco's lead scoring helps your sales team focus on the leads most likely to book — and close more moves.