• 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.
  • 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
  • Price
  • Case Studies
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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.

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Let's Get Started.

Talk to a Lead Assign expert about automating your lead management in a free working session.
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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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Integrated To Turbo Charge Your Enterprise

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

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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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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let's get together!

We'd love to know what brings you here today...

What about your current setup keeps you up at night?

+96%

Good News! We have helped others increase speed to lead and lead acceptance by 96%

+91%

Great! We have seen a 91% Increase in agent feedback.

We capture data from your distributed sales network and integrate into your existing business intelligence suites.

We handle leads for people like HP all over the globe. We understand regional nuances and different business requirements. Let's chat about your needs.

What type of meeting would you like?

If you're not sure, let's start with a discovery session.

Product Demonstration

Approximately 45 minutes. Get a hands on look at how our platform works.

Discovery Session

Approximately 20 minutes in duration. We will get to know your needs and give you a general overview of how we can help.

Pick a day and time that you would like to meet.

We will send you an email with your appointment details.

What are your contact details?

Let us know the best way to reach you.

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