Summit is the fastest, easiest-to-adopt, and most flexible lead scoring engine for your marketing machine. Define your ideal customer and get started in minutes.
Technically, two email addresses: yours to sign up and a prospect's to score. How can it be so easy? Because Summit bundles together the features that are typically scattered across multiple vendors, all while staying flexible for the future.
By default, Summit bundles Clearbit’s leading data service. Want to substitute or extend it with your own data anyway? No problem, you can do that too.
Summit’s lead scoring model lets you define your ICP using every popular attribute: from job title to funding raised to annual revenue. You can even use the contact’s location to score by distance.
We get it, your goal is to get to a score that you can start using and refining. That’s why Summit doesn’t ask you to build anything to get started.
Similar to the much-loved Zapier, you can connect to Summit from any and every workflow already in your marketing repertoire, without a limit. Your CRM? Check. Your marketing automation platform? Yep. Even Zapier itself!
You don’t want another black box. Scores need to be easy to edit, extend, and adjust over time, all while being able to explain them to your teammates. Summit’s no-code editor addresses this head-on.
It’s nice to know a lead is a fit in theory, but what about in practice? Summit includes an intent-scoring model that accounts for recency so you can see which visitors, signups, or trials are the hottest.
We don't think it can get any easier (but let us know!).
From any of the automated workflows in your marketing stack, from HubSpot to Customer.io to Zapier.
The contact is enriched, values are matched against a profile you define, and a 0-5 score is generated.
The score is returned to your marketing platform where you can use it to segment and drive smarter routing, personalization, and campaigns.
Your starter models in Summit come pre-configured with the most popular attributes for scoring leads and intent, and a few attributes no one else has. Want more? Awesome. Summit is completely extensible.
Revenue numbers are a popular proxy into an organization’s maturity, goals, and level of fit for a solution like yours. When do people start needing what you have?
Headcount and bank accounts may be vanity metrics, but it can tell you a lot about the odds an organization has the pains you’re designed to solve.
What rank, title, and role does this contact have? Easily match all or part of their attributes to help measure their importance to closing a deal.
Our extensible intent scoring model allows you to score visits, opens, clicks, and signups based on their recency while also decaying the value over time.
For many businesses, the world may be your oyster, but certain cities are your pearls. Score a prospect based on their proximity to your target geography (U.S. & Canada).
It’s the original icebreaker and drives a surprising percentage of buying decisions in many consumer categories. We also think it’s the great flex to include in our offering, so we did.
Start scoring leads even when you only have a small list leads, a few customers, or a tiny budget.
Most lead scoring involves running an extensive analysis of a large customer database to determine your ICP. At Summit, we know that customer data can be in-the-future, or messy, or the situation can be "dynamic”. Summit lets you get started with even a loose definition of your target prospect.
In the early days, your ICP starts out blurry. As it becomes clear, Summit allows you to increase the strictness of your matching to draw sharper segments and greater contrast.
The only certainty is change! Easily spin up additional profiles to measure the fit between prospects or customers and new products and services.
Summit is ready to plug into your marketing workflows in SaaS, direct-to-consumer (DTC), and beyond.
Replace generic onboarding sequences and tutorials with invitations to engage with your team and product.
Combine demographic profiles with behavioral triggers to target the right customers.
Transition from one-size-fits-all nurturing to personalized engagement strategies that resonate with your clientele.
Move beyond standard wellness app introductions by offering tailored engagement paths based on demographic and intent scores.
Shift from standard interaction models to personalized engagement strategies for buyers and sellers.
Upgrade your sales approach by incorporating lead scoring that identifies and prioritizes best-fit institutions.
We believe lead scoring should run in the background, enhancing the workflows of your existing marketing automation tools. Because you (really) don't need more screens.
A lot of things aren’t actually as easy as 1-2-3. Summit is.
During onboarding, you’ll define your first ideal customer profile (ICP) using a set of dropdowns. Don’t worry, you can always get more fancy.
Most scoring solutions focus on defining minimum thresholds to weed out unqualified prospects. Summit flips the lens and focuses on measuring the distance between a prospect and your ideal.
Ambiguity happens, especially in the early days of a company, product, or service. With Summit, you can be as strict or flexible on your ICP as you want.
Your scoring model in Summit can be called from the workflow builders of many of the most popular platforms on the market. Or use Zapier to stitch something new.
You can add a step to an existing workflow or create an entirely new one to score any contact for any reason at any time.
Since your model is a first-class citizen of the web, you can call it from you CRM, directly via REST API, or as part of any zap using our Zapier app.
With a clearer picture of the value and fit of each visitor, signup, and demo request, what will you do next?
Scoring leads is a great foundation for personalized experiences for prospects, from sales routing to responsiveness to relevant content.
With a numerical understanding of the fit and value of your site traffic, signups, and opportunities, you can start to optimize and evaluate what’s working (and what’s not so much).
Hundreds of teams use Summit to attract, score, and monetize their leads more effectively.
"Gotta say, getting SignWell lead data coming in with metered pricing automatically calculated by the Summit API is veeeeery cool."
“Before Summit, all my 'engineering-as-marketing' plans were beholden to engineering priorities—not anymore! Summit gives me the power to build both internal and external ROI calculations for potential customers.”
“If I want to do SEO, I have 100 tools to choose from—but if I want to do engineering as marketing, I have to find some engineers. With Summit I have a platform to do that instead.”
"Summit gives us a powerful way to show our prospects the ROI of using our tools that help automate AWS cost monitoring and reporting tasks. Just one of the many use cases for Summit!"
“While Clay is great for finding prospects, with Summit, we now also have flexible and efficient ways to score prospects, assign values to them, and qualify them at scale!”
“What Summit has built is incredible. I can go from organization to organization and automate their processes using Summit's language model—and the architecture will be clean and simple!”
“Summit's tools are awesome! We love using them make class lessons real and relevant to founders.”
“We love how Summit empowers creators and opens their eyes to what's possible with their newsletters.”
“I'm using Summit-powered calculations on quite literally every growth project we do moving forward. This is incredible. Excellent work!”
“I tried Summit and it blew me away. A fantastic piece of software and I keep thinking of new ways to use it. You hit it out of the park with this one!”
“We’ve been using Summit in our marketing campaigns and the team has been fantastic to work with! They’ve been very responsive to all of our support needs, so that gives us a ton of confidence in their solution long-term.”
“Summit is extremely cool—enrichment, engagement, and demand-gen are all needs I’ve had to solve with separate and siloed platforms historically in executive leadership roles. I absolutely love this!”
Learn how industry-leaders in the creator economy, SaaS education, and financial technology use Summit lead magnets and scoring to power their campaigns.
Learn more about our approach, our pricing, and how we support you.
Leads in Summit are first enriched, augmented with any data you provide from your own customer data platform, and then scored using an algorithm you can fully control and edit.
Because Summit is built with an API-first mindset, Summit is the most flexible and connected lead scoring tool on the market. You can literally call your scoring model in Summit from any tool that can make a web request.
Rather than creating and managing a growing list of filters (>, <, =) inside your marketing workflows, Summit gives you the ability to define and store your numerical “sweet spot” in a model that you can call from anywhere. This model doesn’t just tell if a lead is in or out of a segment (qualification), but also how close it is to your ideal profile (ICP). You can also define multiple ICP’s in Summit in case you have multiple products and services.
Summit offers all new customers a personalized training session 1-1 with a member of our team where you can ask questions and make changes to your model on the spot. We can offer additional development services to enterprise customers.
Scoring has traditionally been used to qualify leads, to avoid wasting time on low-quality or unqualified opportunities. Your scoring model in Summit provides the additional benefit of showing you which leads are a very strong fit, allowing you to route these VIP leads to content, conversations, and campaigns that can dramatically improve your onboarding, conversion, and retention rates.
Summit provides you with two scoring apps as starters. Since the way they work (how the score is calculated) is totally transparent, you are welcome to modify to taste. Also, because every model has an API, you can even run your scoring model on hypothetical (test) prospect data to see what scores you’d get if your dream prospect showed up tomorrow.
Our included enrichment feature uses Clearbit’s industry-leading data service. By bundling this data, you can skip the step of needing to bring this data to the table when you score your leads.
Lead scoring is what we call scoring based on demographics and firmographics—factual traits about a contact or contact organization has. Intent scoring, on the other hand, is based on behaviors or actions done by a contact that signal interest in purchasing or re-purchasing your product or service.
Absolutely! The scoring algorithm in Summit is completely transparent and yours to edit, extend, and modify. The editing you can do in Summit is very similar to the math functions you’d find inside a spreadsheet. We’re also happy to jump in and help you make modifications.
Most users can test and evaluate Summit in an afternoon, and Summit offers a 7-day free trial (with a credit card) where you can connect one or more of your marketing workflows and score up to 1,000 contacts for free. Subscriptions are available as monthly, annual, or multi-year agreements. Pricing includes access to a dedicated feature set based on the needs of your business. Standard subscriptions include access to training materials and onboarding support. Custom plans include additional hands-on support from the Summit team for building apps and models, implementation, and API’s for integrating Summit into your sales & marketing stack.
Because Summit can store and hold as many ideal customer profiles (ICP’s) as you want, Summit is a great place to develop new ICP definitions that you can test right alongside your existing customer base, without the pain of updating or modifying filters (>, <, =) across your marketing stack.
Add Summit to any workflow in minutes.