• 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
  • 

    Hewlett Packard
  • 

    Northbridge Insurance
  • 

    Royal LePage
  • 

    Santogal Automotive
  • 

    Mannington Mills Flooring
  • Apollo Cover
  • The Vacationeer
  • The Brooks Group

Test Drive

Test Drive

Spend less time finding leads, and more time closing them.

Introducing the redesigned Lead Assign agent view.

All your leads, in one place.

The newly redesigned interface puts the lead you are working front and centre, but allows quick and easy access to all leads assigned to you.

As always, no login is required. If it’s been a while since you last viewed a lead, we simply email you a magic link to get you back in the drivers seat.

Easily track conversion progress.

Lead previews show a redesigned progress bar so you can easily view conversion status of multiple leads at once.

Optimized views for mobile and desktop.

Mobile view puts the full lead front and center, with all your other leads loaded behind.

Desktop view highlights the current lead but gives you quicker access to all your leads.

Follow up is now “Conversion”

Rather than simply following up with your customers, we know you are all about the conversion.

We have changed the name along with making the inputs easier than ever to use.

Comments are now “Notes”

Create a note, check on a status, contact an administrator.

Building on what was once a conversation window with your administrator, we have now added the ability to create notes about the customer.

Your one stop location for all actions taken.

The agent view framework improvements have been put in place to better support our ongoing feature upgrades including performance score, battle cards, lead rank, and cross browser/platform compatibility.

If you have any questions or concerns about these changes please reach out to us.

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