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.
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.
FAQ
Next step
Ready to talk scope?
Bring the job, the systems you already run, and who owns the handoff. We write the rest.