Which leads should we call first?
Every lead carries a score out of 100 and a tier on its quick-view panel. Platinum and Diamond mean call now; Bronze and Silver can wait.
Lead Intelligence
Know which leads to call first.
Lead Intelligence runs on the Scoring Engine in AltimaCRM. Every lead gets a quality score from 0 to 100 and a tier from Bronze to Diamond, built from rules your team sets once, so sales staff spend their time on the best opportunities.
What sales staff see · example
- Lead IntelligenceDiamond · 86
Lead #48213 scores 86. Call this lead first.
KYC verifiedFirst deposit madeTier 1 country3 sources - Lead IntelligenceBronze · 14
Lead #48390 scores 14. Lowest priority for now.
KYC not startedNo depositNo reply to 2 calls3 sources - Lead IntelligenceTest tool
A new rule adds 15 points for deposits over $5,000. Check it on sample leads first.
Numeric ruleDeposit & Financial+15 points3 sources
01The questions it answers
Five questions, answered every day.
Each used to take an export, a spreadsheet and a meeting. Now each answer arrives with its evidence.
Why did this lead get this score?
Each score breaks down by rule and category, so a sales lead can see exactly which conditions added or removed points.
How are our leads spread across the tiers?
The scoring dashboard shows leads scored this month, the average score and the spread from Bronze to Diamond.
Which rules are doing the work?
Category performance and the top performing rules show which conditions fire most often, so weak rules can be fixed or switched off.
Will a new rule behave the way we expect?
The test tool scores sample data, or templates such as a high-value lead or a Tier 3 country, without touching a single real lead.
02What it watches
Signals from across the brokerage, read together.
Rules are grouped into ten categories so no single kind of signal dominates the score.
Reads from
KYC & VerificationIdentity checks completed
Deposit & FinancialDeposit amounts and financial behaviour
Demographics & Country TierWhere the lead is: Tier 1, 2 or 3
Behaviour & CommunicationEngagement and replies to sales contact
Trading, Referral & ProfileTrading activity, IB referral, profile completion
Built inLead Intelligence
Produces
Score0 to 100, on every lead
TierBronze, Silver, Gold, Platinum or Diamond
BreakdownWhich rules added or removed points
Audit historyEvery scoring run, with recalculate
03Try it
Score a lead yourself.
Switch rules on and off for lead #48455 and watch the score and the tier change. The test tool works the same way, on sample data.
Scoring rules for lead #48455 · Dubai · referred by IB‑204
Lead scoreGold
0/ 100
0 Bronze21 Silver41 Gold61 Platinum81 Diamond
Tier
Points by category
Example rules and points. Your team sets its own.
04Who uses it
Every task has an owner.
Access to each screen depends on the role's permissions, so people see only the actions their role allows.
| Task | Who | Screen | What they use |
|---|---|---|---|
| Call Platinum and Diamond leads first | Sales agents | Lead quick-view panel | Score and tier |
| Create or edit scoring rules | Sales manager or admin | Scoring Rules | Category, condition, operator, points |
| Check a rule before it goes live | Sales manager or admin | Test Tool | Sample data and templates |
| Set priority markets | Admin | Country Tiers | Tier 1, 2 and 3 countries |
| Re-run a score after a rule change | Admin | Audit History | The scored payload, recalculated |
See Lead Intelligence on your own data.
We will run it on a sample of your brokerage and show you the first decisions it would make.