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Aged leads

Turn the leads you already paid for into loans and policies

A Lead that went quiet is still a person you know. Re-engagement starts from the Contact, with consent, opt-outs and history in view, and it becomes a new Lead when there is new intent.

A quiet lending office late in the afternoon, a phone face down beside a closed folder
A Lead record with SMS consent and voice consent fields and the assistant panel open
Consent on the record
Before you reach out

Consent and suppression on the Contact

SMS and voice consent sit on the record with their source and timestamp. An opt-out lands on the Contact and every Lead on it, and the suppression lists you maintain are checked before a send.

  • Consent fields visible on the Lead before the Send button is
  • STOP honored across channels and recorded
  • Quiet hours by state and the lists you keep, applied by rule
Live workflows including Lead Disqualified Cleanup and Lead Routing Exhausted
Cleanup and sweep workflows
New intent, same person

Re-engagement is a new Lead on the Contact you have

Inside the repeat window a new inquiry counts on the open Lead. Outside it, the CRM opens a new Lead on the same Contact, with the old one’s history a click away and the owner decided by the rules.

  • The cleanup workflow zeroes a disqualified Lead’s score so it does not resurface in the wrong queue
  • Aged-lead sweeps run on a schedule and open Leads only for people you may contact
  • Assignment history survives the hand-off to a new officer
Sending an SMS from the Lead record with an AI draft
SMS from the Lead
The cadence

Campaigns through Customer Engagement, stopped the moment a reply lands

CustomerRetention+ runs the cadence on text, email or voice where licensed. The CRM decides who is in it, pulls a Contact out on reply or opt-out, and hands the conversation to the owner.

  • The CRM owns the list; Customer Engagement owns the message
  • A reply becomes a task and a stopped clock, not another message
  • Every send and every stop on the activity record
What you measure

Your baseline first, then the change

We do not publish benchmarks. A pilot starts by measuring these on your own Leads, then runs the workflow and measures them again.

Re-engaged Leads per month

Aged Contacts that became new Leads with an owner.

Reply rate by cadence

Which message, on which channel, at which hour.

Opt-outs per campaign

A rising number is a signal to stop, not to push.

Aged Leads to Application

The only number that pays for the program.

Questions buyers ask

Does Botsplash sell or buy aged leads?

No. The CRM works the Leads you already own and the ones your sources send you. Data brokering is not part of the product.

Consent rules keep changing. What does the CRM enforce?

Whatever your compliance team configures: consent requirements per channel, opt-out handling, quiet hours by state and suppression lists. Rules on consent and revocation change, and your team owns the settings; the CRM applies them and keeps the record. No software setting makes a business compliant on its own.

Can an aged Lead go to a different officer than the original one?

Yes. The distribution rules decide the owner of the new Lead, and the assignment history shows both. Shops that keep company-owned relationships use this when an officer leaves.

How do we keep aged work from crowding out new Leads?

Aged Leads live in their own queue with their own clock and their own cadence. The home briefing and the SLA-risk view order the day by clock, so new Leads keep their priority.

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