Lead Assign is available as a standalone solution for small to medium sized business (lead Assign Ultimate) or as scalable solution that integrates into your enterprise infrastructure (Lead Assign Vantage+).

What's right for you?

Need Some Help? Use Our Proven Account Set-Up Services

Accounts without a dedicated technical resource.

Tier 1

Set-Up Service
$ 249 One Time
  • What We Do:
  • 30 minute account quick start call
  • Create your user roster
  • Configure your account
  • Set-up basic routing criteria
  • Optimize lead presentation (transformations)
  • Build sales Battlecards
  • Document your workflow
  • Provide direct access to your account manager

  • What You Get:
  • 30 minute account walk through & knowledge transfer
  • Any relevant documentation
  • Deployment plan
  • Zapier integration services
  • Account manager contacts
  • Account specific user training package

Accounts that require some enhanced features.

Tier 2

Set-Up Service
$ 449 One Time
  • What We Do:
  • 30 minute account quick start call
  • Create your user roster
  • Configure your account
  • Set-up routing criteria
  • Optimize lead presentation (transformations)
  • Build sales Battlecards
  • Document your workflow
  • Provide direct access to your account manager

  • What You Get:
  • 30 minute account walk through & knowledge transfer
  • Any relevant documentation
  • Deployment plan
  • Zapier integration services
  • Account manager contacts
  • Account specific user training package

Accounts with complex routing criteria.

Tier 3

Set-Up Service
$ 799 One Time
  • What We Do:
  • 60 minute account requirements capture
  • Create your user roster
  • Configure your account
  • Set-up advanced routing criteria
  • Optimize lead presentation (transformations)
  • Build sales Battlecards
  • Document your workflow
  • Provide direct access to your account manager

  • What You Get:
  • 60 minute account walk through & knowledge transfer
  • Any relevant documentation
  • Deployment plan
  • Zapier integration services
  • Account manager contacts
  • Account specific user training package