Integrateable Lead Management

More than a platform.

Our patented technology has been developed across hundreds of different use cases, let’s find what fits yours best together.

ROUTE

CAPTURE

INTEGRATE

ROUTE

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01.

Parse

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.

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.

02.

Enrich

03.

Offer

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.

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