Lead Management & Skill Based Routing

In an ever-evolving business landscape, effective lead management and skill-based routing are no longer optional but imperative. These are the twin engines that drive sales, customer service, and ultimately, your bottom line. At FastDox, we recognise that the efficiency and effectiveness of how you manage your leads and allocate resources can make or break your business.

Transform Your Business With FastDox

How FastDox can Help

As the landscape of business operations becomes more complex, the benefits of implementing robust lead management and skill-based routing systems are increasingly clear. They not only improve efficiency and effectiveness but also provide a competitive edge in a crowded marketplace. At FastDox, we provide cutting-edge solutions that are designed to integrate seamlessly into your existing infrastructure, offering you the best of both worlds. Through our time based workflows and triggers, skill based routing and automated re-engagement we will ensure leads are assigned to the right person at the right time, whilst improving your conversions and client retention across the board.

Key Features & Benefits

Improved Lead Quality We will enable you to identify and target high-value prospects, thereby improving the quality of leads.

Increased Conversion Rates With FastDox’s lead management, you can better nurture leads and engage them with targeted communications, thus increasing the chances of conversion.

Data-Driven Decisions Our lead management system offers a plethora of analytics and insights that help in making data-driven decisions.

Enhanced Collaboration Sales and marketing teams work more cohesively, aligning their efforts towards a common goal.

Cost Efficiency By automating repetitive tasks and focusing on qualified leads, businesses can achieve more with less, optimising their ROI.

What is Skill-Based Routing?

Skill-based routing is a technique used in customer service and sales environments to direct inbound interactions to the most appropriate resources in your team based on their skills, expertise, or any other criteria.

Benefits of Skill-Based Routing

Customer Satisfaction Customers are matched with agents who possess the skills and knowledge to solve their issues, thereby increasing satisfaction and loyalty.

Increased First-Contact Resolution By directing the customer to the most qualified agent the first time, the chances of resolving the issue in a single interaction are substantially higher.

Operational Efficiency Skill-based routing ensures that resources are optimally utilized, cutting down on time spent transferring calls or escalating issues.

Employee Satisfaction Agents find greater job satisfaction when they handle issues they are trained to resolve, reducing attrition rates.

Dynamic Adaptability The system can adapt to real-time changes, helping you meet fluctuating demands without compromising quality.

A Synergistic Relationship When lead management and skill-based routing are integrated, they offer a synergistic relationship that supercharges your sales and customer service functions:

Streamlined Processes Leads can be automatically routed to the most competent teams or individuals, ensuring a smoother, faster path from lead to customer.

Personalization at Scale Detailed lead profiles enable skill-based routing systems to match customers with agents who can offer the most personalized service.

Data Continuity Unified databases ensure that customer information is updated and accessible at all touchpoints, thus enabling a seamless customer experience.

Strategic Resourcing Data from both systems can be analyzed together for more effective resource planning, including hiring, training, and workflow optimization.

FastDox all-in-one platform

Our all-in-one platform combines the power of 20 products into one customisable and brandable system. We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions

See the links below for further information on any of these solutions.


Trusted by Many

Millions of Customers at 100's of Companies Accelerate Their Business: Powered by FastDox.


“Clients have found Fastdox easy to use and engaging, as can be seen from our 87% take up rate, which far exceeded our expectations.

The support we have had from Fastdox in tailoring the product to our requirements has been first class and the on-going support excellent.

We are delighted with the Fastdox product and have no hesitation in recommending it to any other insolvency practice looking to implement a client portal.”

Voluntary Arrangements
StepChange Debt Charity

“FastDox have been a key part in our growth as a company. We have increased our output thanks to FastDox. They have a brilliant solution that has changed our business for the better. I wouldn’t hesitate in recommending FastDox for any business!”

Keil Malpass, Project Manager
AMK Legal

“I can't say enough great things about FastDox. They know their stuff and are extremely friendly and easy to work with. As a Claim’s Management Company, we rely on getting documents back quick to keep our customers engaged and retained. FastDox has helped us do more business in less time.”

Mark Carroll, Operations Director
Goodwin Barrett

“The diversity and flexibility of FastDox has enabled us to request an unlimited amount of documents from clients including those to be signed, uploaded and verified, the simplicity of the user interface has helped immensely with the return of key documentation.”

Hanover Insolvency

"Great customer service and will always respond to queries quickly, FastDox have gone above and beyond in helping us becoming digitally streamlined."

Your Mortgage Decisions

"FastDox's rich data and API integrations are helping us develop a seamless onboarding journey. This will reduce friction for customers and enable proactive management of their accounts. Excellent system which is incredibly feature rich!"

Total Processing

"We love FastDox, they provide great resources for Trustees. FastDox has added value across our entire Business and has helped reduce our cost of acquisition."

Harris & Partners

"FastDox is simple for clients to use and simple for our staff to use. It has an incredibly intuitive user interface, which makes it quick to send and receive documents from clients and complete KYC checks. Not only do our staff love it but so do our clients!"

Bennett Jones

"FastDox has helped us become super-efficient and always at hand to help assist with our requests. The feedback from our customers has been great and they love the easy to use platform."

A. Fisher & Associates

"FastDox is an innovative product and a great Company to do business with, they are very easy to work with and always take a very personable approach with training, planning and configuration requirements. The team has worked closely with our own internal IT team to ensure the system connects seamlessly with our existing CRM and processes."


"FastDox are a great Company to work with and provide excellent service. The tools FastDox have provided has revolutionized our lead engagement and boosted conversions without increasing our marketing spend."

Car Loans Canada

"FastDox's slick interface and extensive onboarding features have allowed us to scale our targeted approach to customer acquisition, which has been really powerful because it's increased the frequency of campaigns while decreasing the cost of acquisition significantly."

Her Accountants

We Get Things Done

Waiting for documents to be returned puts a huge strain on your productivity. With FastDox
82% of SMS received are actioned and completed within 20 minutes.


FastDox’s all-encompassing customer onboarding platform drives efficiency by ensuring all documents are returned and completed in record time. We believe there are no limits to success. Only admin. We want your staff to be focused on driving profit and improving your business performance not shuffling papers and playing telephone tennis. FastDox breaks the chain of endless amounts of phone calls, document chasing and email answering by automating tedious and time-consuming admin tasks.

GDPR Compliant

E2E Encryption

Bespoke Solution

API Integrations

Full Audit Trails

Reporting Suite

Fast & Secure

User Friendly

Your Questions Answered

Your questions are important to us. Read our list of frequently asked questions to get the answers you’re looking for.

If you still need more information please give us a call on 0161 820 9310

We provide a full consultancy service via our Customer Success Team.

We will work alongside your Operations Team to project manage a road map of success to ensure that integration is seamless, smooth and hassle free.

All businesses are different, and we will be happy to make suggestions to improve your processes and how FastDox will give you maximum return on investment, improve conversions and boost productivity.

We have open API and Webhooks available, so providing that you have access to API keys and Webhooks, we can integrate with ease to any CRM.

Our Customer Success Team are available to ensure your staff and users are fully trained and competent to use FastDox before going live.

We will conduct training on-site or remotely – it’s entirely your choice.

Once the initial training is completed, you will have access to your bespoke explainer and training videos.

These are made specifically for your business and a full “How to” suite of comprehensive training documentation and guides.

FastDox is fully self-configurable, therefore we will ensure your Operations Team will be proficient on making changes and providing ongoing training, but if you ever need us, just call, we are always happy to help.

Billing commences when you go live. We believe in making sure the system is built to your exact specifications before mutually signing off and being deployed in a live environment.

You will be assigned a dedicated Account Manager; their role is to ensure that you are getting as much out of FastDox as possible.

They will be in regular contact and will keep you posted with further releases and new modules.

Your Account Manager can be contacted by phone, email and live chat. We are not faceless and are always happy to chat!

Any technical questions can be asked through our Service desk available 12 hour per day Monday to Friday

We have a large in-house development team, we can set companies live inside of 24 hours. We can work as fast as you need us to.