Self-hosted Salesforce lead routing with a visual canvas builder, round-robin teams, and real-time assignment. Your data never leaves your server.
From syncing users to building visual routes — every step designed for speed and clarity.
Sync users from Salesforce by role, profile, or individually. License them with a single click. Bulk operations make managing hundreds of reps effortless.
| User | Role | Profile | Licensed |
|---|---|---|---|
SR Sarah R. | Sales Rep | Standard | |
MK Mike K. | AE | Standard | |
JL Jess L. | SDR | Standard | |
AP Anita P. | Manager | Admin | |
DW Dan W. | Sales Rep | Standard |
Create teams and add members for fair lead distribution. Pause or resume individual reps without disrupting the rotation. Atomic Redis pointers ensure no rep gets skipped.
Drag-and-drop pipeline: Trigger → Match → Filter → Assign → Default. Build complex routing logic with AND/OR conditions, 17+ operators, and branching paths — no code required.
Track every lead assignment as it happens. Filter by status, rule, team, or assignee. Inspect record snapshots, retry failures, and export to CSV. Full audit trail included.
Enterprise-grade routing without the enterprise price tag.
Zapier-style canvas with drag-and-drop nodes. Build Trigger → Match → Filter → Assign pipelines visually.
Fair distribution with atomic Redis pointers. Pause/resume individual members without breaking rotation.
Detect existing leads, contacts, and accounts by email, phone, or domain. Auto-merge, skip, or assign to existing owner.
Real-time evaluation via Fastify engine with BullMQ workers. Leads get assigned before your reps finish reading the notification.
Every routing decision logged with record snapshots, timestamps, and assignment details. Compliance-ready from day one.
Track routing volume, success rates, speed-to-lead, and lead-to-opportunity conversion. Know which routes drive revenue.
Six services, one Docker Compose. Everything runs on your VPS with automatic HTTPS.
One CLI command. No DevOps team required. No Salesforce package installs.
A Linux VPS with Docker installed, two domain names (app + engine), and a Salesforce Connected App with OAuth credentials.
Execute npx @lead-routing/cli@latest init from your local machine. No global installs needed.
The interactive wizard collects SSH credentials, app URLs, Salesforce OAuth details, and admin password. Everything validated in real-time.
CLI SSHes into your VPS and deploys five services: Web (Next.js), Engine (Fastify), PostgreSQL, Redis, and Caddy for automatic HTTPS.
Apex triggers, custom settings, permission sets, and remote site settings are automatically deployed to your Salesforce org via the REST API.
Open your dashboard URL, connect Salesforce via OAuth, sync your users, create your first route, and watch leads get assigned in real-time.
No per-API-call fees. No hidden costs. Self-hosted means you own the infrastructure.
Get started with the essentials.
Renews at $39.99/month · Cancel anytime
Deploy Lead Router to your server in ten minutes. No credit card required for free tier.