• 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
Test Drive
Test Drive

Enable sales operations.

Automated lead management that improves marketing operations and sales velocity.

Collect

Automate lead capture from any source.

Enrich

Real-time lead enrichment to increase lead quality.

Route

The most intelligent lead routing engine on the planet.

Convert

Automated conversion data capture from your entire partner network.

Consolidate

Multi-point workflow integration and advanced business intelligence.

Learn More
Collecting leads animation

Collect

Automate lead capture from any source.

Lead Assign’s flexible endpoints make it simple to manage all your marketing campaigns and existing lead funnels.

Easily scale marketing efforts while consistently capturing business intelligence data.

 

Lead Assign has been designed to parse any format of incoming lead. This means all you need to do to start distributing leads to your network is point them at your unique email endpoint.

Salesforce - Lead Assign Enterprise Integrations API

Direct your leads from Salesforce into Lead Assign for immediate assignment. 

With our Salesforce connector, your team is automatically updated and leads flow in real-time.

Facebook logo

Direct your leads from Facebook into Lead Assign for immediate assignment, ensure they are never missed, and remove the need to constantly download CSV files.

HubSpot - Lead Assign Enterprise Integrations API
There are multiple ways to integrate Hubspot, from sending leads to Lead Assign first and populating Hubspot downstream, to grabbing opportunities from within your Hubspot account and routing to your network of salespeople.
Next: Enrich
Platform visualization
Connections to computer animation

Enrich

Real-time lead enrichment to increase lead quality.

Get the full picture from the get-go. 

Clearbit Logo

We utilize Clearbit technology to seamlessly enrich contact details with additional profile data to ensure your sales partners get the upper hand.

Battle Cards

Create simple to use battle cards that put the right information at the fingertips of your sales reps at the right time

Lead Hints

Create customizable previews for your sales reps to view prior to lead acceptance.

Showing exactly what reps need to see to determine if a lead is right for them.

Next: Route
Routing logo

Route

The most intelligent lead routing engine on the planet.

Lead Assign’s patented intelligent routing engine is highly customizable, learns over time, and scalable enough to meet the demands of global enterprises.

Platform visualization
New lead timer with accept or reject button

Intelligent Routing With Time-Sensitive, SMS Based Lead Offers

Lead Assign’s patented intelligent lead routing platform parses incoming leads and routes based on the content of the lead and how it matches the skillset, location, and historical performance of people within your sales network.

Interested in seeing what it’s like to be on the receiving end?

Take a test drive
Flexible Routing Models

You have likely considered Shark Tank (fastest finger) vs Round Robin (even distribution amongst sales reps).

Lead Assign employs an intelligent hybrid approach.

No Login = 100% Adoption

You cannot guarantee your team will adopt new software. That’s why we built Lead Assign’s lead offer and acceptance platform using standard tools they already use, SMS and Email.

Performance Scoring

The Lead Assign platform is constantly learning which agents from your network are most responsive and who provides timely feedback.

Battle Cards & Lead Hints

Create simple to use battle cards that put the right information at the fingertips of your sales reps at the right time.

Next: Convert
Platform visualization
Connections from a phone

Convert

Automated conversion data capture from your entire partner network.

Making sure you are routing a lead to someone who is qualified and has demonstrated the ability to act in a timely manner is half the battle. But now you need to be able to track how a lead is progressing through the sales funnel.

Our conversion tracking system presents the sales rep with an intuitive, customizable interface that enables them to quickly and easily update the status of a sale. All without having to log in.

Interested in seeing what it’s like to be on the receiving end?

Take a test drive
You have successfully engaged with a customer screen on a mobile.
Automated Follow-up

You set the cadence and the platform will request feedback from your sales network as the deals progress.

Customizable Feedback Options

Conversion tracking fields can be free-form or pre-configured to show your range of products and services. Customizing these fields makes it easy to tie exact sales items to lead generation efforts.

Next Touchpoint Scheduling

Sales reps can easily set next touch points dates. We will remind them to update the lead status, and you will get more accurate reporting on expected progress with the sales conversion.

Agent/Admin Communication Channel

The sales rep interface also features a communication channel between the rep and your administrators. It acts as an easy location to ask a question, provide notes, or provide support.

Next: Consolidate
Consolidate logo

Consolidate

Multi-point workflow integration and advanced business intelligence.

Through a series of multi-point integrations, we provide the capability for you to capture and track data from your extended network and update records across your entire stack.

Platform visualization
Agent analytics dashboard on desktop
The built-in analytics gives a high-level overview of all your sales activities and is an incredibly useful tool in determining the overall health of your sales operations.
It’s critical you have the data you need across your organization.

Whether marketing automation platforms or CRM’s, Lead Assign is the binding glue and enrichment engine for your current stack.

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