• Product

    Product

    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 UI.
    Learn more

    Modules

    • Routing Engine
    • SMS/Email Acceptance
    • Contact Enrichment
    • AI Performance Scoring
    • Automated Conversion Capture
    • Multi-Point Data Integration

    Let's Get Started.

    Talk to a Lead Assign expert about automating your lead management in a free working session.
    Get Started

    Take a test drive.

    See how your partner sales team will receive your leads in real-time (rather than an outdated spreadsheet).
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  • Use Cases

    By Role

    Marketing

    Deliver your generated 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

    Let's Get Started.

    Talk to a Lead Assign expert about automating your lead management in a free working session.
    Get Started

    Take a test drive.

    See how your partner sales team will receive your leads in real-time (rather than an outdated spreadsheet).
    Test Drive
  • Price
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Integrateable Lead Management

More than a product

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

Contact Sales
Test Drive

Let's Get Started.

Talk to a Lead Assign expert about automating your lead management in a free working session.
Get Started

Scroll to see how we do it

Routing
Converting
Integrating

At its core, lead Assign is an AI based routing engine that works globally and is scalable enough to grow with your organization.

Parsing incoming leads

Lead Assign’s patented routing engine absorbs your incoming leads.

Parses pertinent information based on rules you set, plus meta data including geolocation and source.

Then uses a combination of business rules, performance analysis, and historical activity to determine who gets first offer.

Enriching lead payloads

Query internal and external data sources to add additional prospect information.

Enrich lead record to provide deeper insights to your salespeople.

Add additional sales support materials to assist.

Dynamic Lead Offers

Lead offers are sent via Email and SMS, no login required.

Agents are shown a preview of the pertinent lead information and have a configurable window in which to accept the lead.

Once accepted, all lead information is available and response activity logged.

Get 100% Partner Technology Adoption.

Guaranteed partner adoption without provisioning an application. Call, text, email, and provide feedback with no logins or downloads necessary.
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Track Conversion Progress

Track progress of individuals leads, agents, and campaigns.

See how campaign sources are converting in realtime.

Make it easier for your  network to convert and use that data to enhance machine learning.

Get Sales Pipeline Visibility

Have your partners work your leads faster, without having to call, email or send spreadsheets.

Track, measure, and report the state of every lead and partner, individually or as a team, using a detailed dashboard.

Make data-backed decisions and continuously improve revenue operations with lead management insights.

Get Sales Pipeline KPIs

Real-time dashboard and aggregated lead information is at your fingertips in your own branded enterprise instance.

Know the state of every program, partner, and lead, without having to lift a finger and ask.

Notify and request feedback from lead owners to improve your view of the sales funnel.

Real-time visibility across your sales network

The state of every partner’s lead conversion progress allows you to know your lead to close pipeline data in real-time.
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Test Drive

Integrated To Turbo Charge Your Enterprise

From lead generation to business analytics Lead Assign captures data effortlessly and informs your other platforms.

Integrates with these platforms and many more…

Salesforce - Lead Assign Enterprise Integrations API
HubSpot - Lead Assign Enterprise Integrations API

Is Lead Assign right for you?

Has using a CRM or PRM turned out to have limited adoption across your partner network? Work with lead management experts to see return on your investments.

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Test Drive

We are trusted by over 300 leading enterprises.

Bring your demand generation sources, channel partners, and real-time pipeline updates together in a single platform that is trusted by over 300 rapidly growing companies.

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