How Lead Matching Works

When a Softr customer submits an inquiry looking for help, our system matches them with 4 partners. Here’s what determines whether you’re one of them.

Two types of inquiries

• Standard inquiries are matched with 2 Premium Partners and 2 Certified Partners.
• Enterprise inquiries are matched with 4 Premium Partners only. If you hold the Enterprise Partner Designation, you get top priority on these and are essentially guaranteed a spot when an Enterprise lead fits your profile.

Step 1: Profile fit

Every eligible partner is scored against the inquiry across a set of weighted factors (most important first):

1. Budget: whether your typical project size aligns with the customer’s stated budget
2. Language: whether you support the language the inquiry was written in or requests
3. Location / service region: whether you serve the customer’s geographic region
4. Business type: whether the customer asked specifically for an agency or a freelancer
5. Data sources: whether you support the data sources the project needs
6. Integrations: whether you work with the tools/software the project mentions
7. Services: how closely your listed services match what the project requires
8. Industry: whether you work in the customer’s industry

The closer your profile matches these, the higher you rank.

Step 2: Fair lead distribution

Among the strongest-fit candidates, we prioritize partners who haven’t received a lead recently. The longer it’s been since your last (non-rejected) lead match, the higher your priority. Partners who’ve never received a lead get the highest priority of all.

Two things worth knowing:

• A very strong profile match can still be passed over for a lead if you’ve recently received others. This keeps distribution fair across the program.
• Being passed over isn’t a reflection of your quality; it often just means it was someone else’s turn.

What partners can do to get matched more often

• Keep your profile complete and accurate: budget range, languages, service regions, business type, supported data sources, integrations, services and industries. Blank fields aren’t held against you, but they also can’t help you match.
• Make sure your listed integrations and services reflect the kind of work you actually want.
• The more specific and accurate your profile, the more often you’ll surface as a strong fit.

Related pages

This page explains how the matching algorithm decides who gets a lead. For the lead workflow once you’ve been matched (action deadlines, messaging, rejecting), see Lead Matching.