• 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
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Test Drive
Product Updates

Get familiar with what updates have been released recently, and what existing features we have improved.

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Lead Export via CSV

CSV. down load button to integrate with new lead alert

Now you can simply export all your leads to .csv whenever you like by simply visiting the leads section of your account and hitting the “Export Leads” button.

Screen Shot 2016-07-20 at 16.04.23

We are committed to adding value to the lead follow up process, and by adding this functionality we are making it easier than ever to integrate with your back office solution.

Interested in finding out more?

Book a call with us to discuss how we can help.

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Book Demo
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Other Product Updates

Boost Collaboration With The New Team Feature

The time to boost collaboration within your sales network and give teams the tools they…
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How to Set Up Lead Routing with HubSpot

Ready to simplify your lead management process? Let’s see what our team has to say…
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Creating User Groups for Lead Routing in Salesforce

In this guide, we'll walk you through the process of creating user groups for basic…
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Introducing the Redesigned Lead Row View

We're excited to unveil the newly redesigned Lead Row View! With your invaluable feedback and…
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ChatGPT-Powered Agent Assistant

Introducing the next-level feature for Lead Assign: a ChatGPT-Powered Agent Assistant! Streamline your sales communication with the…
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Introducing the New "Teams" Feature for Lead Assign!

We're excited to present a feature that has been designed with collaboration and business strategy…
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Exploring Lead Assign's "Custom Roles and Permission" Functionality

At its core, this functionality allows administrators of the Lead Assign platform to customize app…
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Upgrading to Version 2.3

Upgrading to Version 2.3 Executive SummaryVersion 2.3 includes many interface changes and performance upgrades. The…
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New Email Notification Design

We have redesigned our email notification templates to further put the right information at your…
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Lead Geolocation Map Dashboard with Advanced Filtering

We have released a new version of the lead geolocation map dashboard to provide a…
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New UI for agents designed to drastically improve productivity

The newly redesigned interface puts the lead you are working front and centre, but allows…
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Lead Assign Supports Sales Tracking

Our lead management platform automates, routes, and follow-ups every sales opportunity to the best team…
Read More

Continuing to give you the advantage – Introducing Shark Tank functionality

Lead Assign has a new functionality called Shark Tank, whereby sales agents will still have…
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Lead Email Redesign

We recently released completely new lead email communication designs. These new templates are designed to…
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Operating Hours

In response to customer feedback we are excited to announce the release of “Operating Hours”.…
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Integrate Lead Assign with HubSpot to Increase Reporting Accuracy

Connecting Lead Assign to your HubSpot account greatly increases the accuracy of your data within…
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Welcome to V2!

New features, more responsive, and all wrapped up in a beautiful new interface.
Read More

Combine & Assign Leads, then Update Salesforce Dynamically

Salesforce offers a complex suite of solutions that aims to tackle a number of facets…
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Zapier API integration

Most users of Lead Assign get leads into Lead Assign by emailing the leads into…
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Redesigned Dashboard Displays Detailed Data on Agent Performance

We have launched a completely revamped dashboard that simplifies the overall view of agent performance…
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Redesigned Lead Acceptance Interface

We recently released a revised interface that agents will see when interacting with incoming leads.…
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Facebook Lead Ads Support

Facebook Lead Ads are a way to generate leads where customers don’t have to leave…
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Using Geolocation to Route Leads

Lead Assign has the capability to route leads to thousands of branch offices or retail…
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Sell leads and collect payment on the spot

We have developed new functionality to allow our users to collect payment on their leads at…
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Lead Assign's Coalescing Prevents Leads Going to Different Agents

Let’s say a customer is on your website and sees something they are interested in. They…
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Round Robin Improvements

Other systems offer simple round robin, however, that is because other systems do not have…
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Receive Feedback From Your Agents Automatically

Ok this one is big! When we launched Lead Assign we solved the problem of how…
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Custom Text & Translations

We have just launched a big update to Lead Assign which will allow you to…
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Improved HTML Lead Handling

We recently added some updates that improve the way we are able to parse incoming…
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Improved zip code and zip range detection

We have improved the parsing engine to better distinguish between zip codes and some countries formats of…
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Setting up tags

We make it easy to distribute leads to your agents, based on the type of incoming lead, using tags. Our…
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Lead Export via CSV

Now you can simply export all your leads to .csv whenever you like by simply…
Read More

Added ability for agents to comment on lead interaction

Read More

How to use Lead Assign with Contact Form 7 on your Wordpress site

One of the most robust an easy customizable contact form plugins for WordPress is Contact…
Read More

Spam filtering

Custom whitelist and blacklist along with industry standard spam assasin scoring machanism control
Read More

Tagless lead qualifications

Allows for leads with no tags to be evenly distrubuted or reviewed by catchall
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Direct distribution model for corporate accounts with satellite offices

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Redesigned application layout

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Added option to use all agents names as tags

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Added pecking order capabilities

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