• Product

    Product Overview

    Our patented technology has been developed across hundreds of different use cases to work as a platform that optimizes your entire sales funnel. 

    Lead Assign is available as an all-in-one solution that integrates with your existing technologies or as amodular API based technology solution using your own user interface.

    Learn More

    Advanced Routing

    Efficient and effective lead routing that doubles your inbound conversion rates.

    Conversion Capture

    Collect and analyze data from your distributed sales network.

    Data Integration

    Integrate sales and performance data seamlessly into your existing stack.
  • Price
  • Use Cases

    By Role

    Marketing

    Deliver your leads to sales reps without delay

    Sales

    AI-driven lead assignment to the best sales rep instantly

    Channel

    Understand your channel sales pipeline in real time

    Revenue

    Integrate and improve your revenue ops technology with ease

    By Industry

    Real Estate

    AI-driven lead routing, acceptance, and follow up within 5 minutes

    Insurance

    Policy close information and real-time account routing to your broker network

    Manufacturing

    Automate strategic lead distribution to your partners and retailers nation-wide

    Global Enterprise

    International lead management excellence for partner business managers
  • Customer Stories
Test Drive
Test Drive

Get more from your Salesforce

Get your leads handled right away. Push lead ownership and conversion data from your external partners directly into your Salesforce account.

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Get in touch

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explore the solution further
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  • Advanced lead routing
  • Data capture from external partners
  • Seamlessly updated Salesforce records
  • 100% agent adoption
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Advanced lead routing

Our AI uses a combination of business rules, performance analysis, and historical activity to determine who to offer leads to.

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Get in touch

Capture data from external partners

Capture lead ownership and conversion data via SMS and Email. Make it easier for your network to convert and use that data to enhance machine learning.

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Get in touch

Works seamlessly with all Salesforce records

Update records in your Salesforce cloud accounts and more. Ensure your data is clean and up to date.

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Get in touch

No sales agent adoption required​

No Salesforce seats required. Simply route to your sales network using the tools they already use, SMS and Email.

Get in touch
Get in touch
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Lead Routing

Sophisticated Algorithms
Simple to Implement
Patented Technology

Conversion Tracking

Performance Analytics
Campaign Attribution
GDPR Compliance

Multi-Point Integration

Channel Scalability
API Integrations
Business Intelligence

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Salesforce - Lead Assign Enterprise Integrations API

Turbocharge Your Salesforce

You need a sophisticated lead management system if:

  • Your lead handling workflows are complex.
  • Your leads are actioned by a distributed sales network.
  • You sell high-ticket products and services.
  • Your sales operations are national and international.
  • You are looking for a scalable solution.
  • You need KPIs that impact sales behaviours and marketing budgets.

The best lead routing engine that improves partner sales velocity.

Lead Assign’s proprietary technology provides clarity and efficiency between marketing programs and sales efforts ensuring every campaign investment is optimized.

"We've eliminated the gaps in our lead management for global operations. Through Lead Assign's partner strategies, we can drive lead to revenue funnel with urgency."
Alvin H.
Director Partner Experience
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Automate your lead management with these features.

The Lead Assign platform replaces manual distribution of leads to partners and the typical follow-up process that involves your team calling or emailing for updates on lead pursuit activities – save time and eliminate spreadsheets.

Real-time lead delivery.

Leads delivered the best-suited agent the moment they're created via SMS and Email.

Integration with ease.

Through a series of multi-point integrations, update records across your entire stack.

Advanced and flexible lead routing.

We employ intelligent hybrid routing models to handle any routing strategy and any workflow.

Extensible business analytics.

Extend Lead Assign real-time data to your BI platform of choice.

Automated lead conversion data capture.

Have visibility to how every lead is progressing to get a true picture of your funnel.

Lead enrichment and scoring.

Real-time lead enrichment to increase lead quality. Get the full picture from the get-go.

Every lead has urgency.

Using our exclusive and configurable time to accept clock, you can be sure every lead is actioned with urgency.

100% solution adoption.

With no logins, no app to download, and agent scoring you can ensure network adoption of Lead Assign.

Suffering from lack of adoption?

Have you invested in sales stack software that just isn’t being adopted?

Lead Assign’s friction-less adoption model is designed to work with the tools your network already uses (SMS and Email) to capture and push data back to your organization.

Work with us and see a return on your investments.

We're here to help
We're here to help
Test Drive
Test Drive
Salesforce AppExchange

Salesforce AppExchange

Lead Assign is pleased to announce the availability of our application on Salesforce AppExchange.
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