ops.reckap.com/automations/lead-ops/research
Lead research
SourceQualifyHandoff
Allowlisted sources.
Automations
Lead and sales ops
Research, qualification, CRM sync, and call-center assist.
Research, qualification, CRM sync, and call-center assist.
ops.reckap.com/auto/leads
Lead queue, CRM write-back
Reckap auto desk| Lead | Score | Route |
|---|---|---|
| Acme LLC | A | AE, west |
| North Co | B | SDR queue |
| Vista Inc | Hold | Expire 7d |
One system of record - not a second inbox.
Ethical lead research, enrichment, routing, and call assist that write into your CRM - sales still closes. Matches Reckap's lead and call-desk pattern: research, qualify, engage, sync.
Research, qualification, CRM sync, and call-center assist.
Problems we hear, outcomes we ship
Buyer problems
- Leads sit in spreadsheets the AE never opens.
- Call notes never land next to the CRM record.
Outcomes
- Allowlisted research with CRM write-back.
- Route and expire rules sales can see.
What is included
- Source rules
- Qualification script
- CRM write-back
- Call assist where staffed
Specific work
Pick a package - tables and flows show the shape of the work.
- ops.reckap.com/automations/lead-ops/enrichment
Enrich + score
- Fields filled
- Score band
- Human override
Sales still decides.
- ops.reckap.com/automations/lead-ops/sequences
Route + expire
AssignNudgeExpireWho owns the lead.
- ops.reckap.com/automations/lead-ops/call-center
Call assist
ScriptCallLogScript + log to CRM.
How we deliver
Click a step - the desk below updates. That panel is a preview, not another step.
Step preview
01, Sources
ops.reckap.com/auto/map
Map, current path
Reckap auto desk| Step | Owner | Today |
|---|---|---|
| Request | Ops | Email thread |
| Approve | Manager | No log |
| File | Shared drive | Manual |
Draw the path before you connect another tool.
Cases and guides on this path
Only mapped case studies and posts - empty slots stay empty.
Guide, Operations
Ethical lead ops for US SMBs
Research and CRM routing from allowlisted sources - not a contact dump. Keep ownership of records and stop after-hours leads from dying in email.
Guide
Real estate IT: capture leads and run listings
Lead response, viewing schedules, listing ops, and analytics - scoped so agents spend time on clients, not inbox archaeology.
FAQ
Next step
Ready to talk scope?
Bring the job, the systems you already run, and who owns the handoff. We write the rest.