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LEAD SCORING SOFTWARE

Trigger smarter automations with lead scores

Build scores for every stage of the customer journey so you know exactly who to target and when.

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Book a demo

Start trial

Book a demo

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Offer to extend trial

Hi Jane,

It looks like you haven’t had much of a chance to explore Financely yet. Would you like to extend your trial, so that you have a bit more time to dig into our features?

Alternatively, you can book a demo with our sales team to get a guided…

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Prompt to book demo

Hi Jane,

It looks like you’re really getting into Financely! Would you like to book a demo with our sales team to look at some advanced features?

Book demo

Hi Jane, it looks like you're doing great with your trial. Would you like to book a demo with our sales team to look at some advanced features?

YES

Do they match this condition?

Product-Qualified Lead score >

🔥

and

Stage is Lead

and

Signed up more than 7 days ago

Do they match this condition?

PQL score >

🔥

and

Stage is Lead

and

Signed up more than 7 days ago

🔥

Product-Qualified Lead

Score

Signed up

+100

Started trial

+150

Invited team member

+100

Created file

+50

-100

How it works

Know who is 🔥 and engage faster

Automate messages and trigger actions with lead scores created from signals that matter.

People enter when

Lead score > 🔥🔥🔥

Update field

Round robin assign

Send SMS

Confirm appointment

Hi Jane! Will you be able to make your 2pm appointment tomorrow?

June

Dec

Degradation:

Score half life period

Michael Geidt

michael.geidt@gmail.com

Signed up

17m

Started trial

Invited team member

19m

Created file

19m

Shared file

19m

Subscription purchased

Jenn Higgs

jenn.higgs@gmail.com

Lead Score

🔥

Product Score

🚀

Signed up

+50

Started trial

+150

Invited team member

+100

-100

Shared file

19m

Subscription purchased

Build custom scores

Use all your demographic, firmographic and behavioral data to set up scores.

Automatically degrade for accuracy

Trigger automations

How it works

Know who is 🔥 and engage faster

Automate messages and trigger actions with lead scores created from signals that matter.

Build custom scores

Use all your demographic, firmographic and behavioral data to set up scores.

Michael Geidt

michael.geidt@gmail.com

Jenn Higgs

jenn.higgs@gmail.com

Lead Score

🔥

Product Score

🚀

Signed up

+50

Started trial

+150

Invited team member

+100

-100

Shared file

19m

Subscription purchased

Automatically degrade for accuracy

Enhance trust in scores by automatically degrading behavior-based activities over time.

Degradation:

Score half life period

Trigger automation

Use scores to start journeys, assign leads, or create audiences.

People enter when

Lead score > 🔥🔥🔥

Update field

Round robin assign

Send SMS

Confirm appointment

Lead fit & engagement scores

Operationalize data with scores

Create your own scores for any stage of the funnel, or use a pre-built engagement score, to structure your data for use.

Engagement scores

Created automatically with a default set of your activities, but easy to modify, to measure how engaged your users are.

Custom scores

Build scores by adding or removing points based on demographics and behavior.

Normalize with emojis

Easily compare leads with a normalized score, visualized with emojis.

Engagement scores
Created automatically with a default set of your activities, but easy to modify, to measure how engaged your users are.
Custom scores
Build scores by adding or removing points based on demographics and behavior.
Normalize with emojis
Easily compare leads with a normalized score, visualized with emojis.

Automate with scores

Start journeys and visualize results

Use scores to engage audiences with the right message at the right time, then visualize customer fit and engagement in reports.

Filter

New campaign

Lead score is greater than

🔥

and

Member of audience Retargeting

and

Stage is Lead

Filter

New campaign

Lead score is greater than

🔥

and

Member of audience Retargeting

and

Stage is Lead

Journey builder

Engage audiences with omnichannel campaigns, using scores to trigger entry and exit, and to add conditional paths.

Analytics

Explore trends in lead fit and engagement with 10 report types and an intuitive UI in Ortto’s analytics.

In-app messages

Deliver in-app messages to the right people, based on their scores, to guide users, gather feedback and promote features.

Journey builder
Engage audiences with omnichannel campaigns, using scores to trigger entry and exit, and to add conditional paths.
Analytics
Explore trends in lead fit and engagement with 10 report types and an intuitive UI in Ortto’s analytics.
In-app messages
Deliver in-app messages to the right people, based on their scores, to guide users, gather feedback and promote features.