Lead Assign solves the problems that lead generation creates

If you have lots of sales leads your are likely aware of the difficulties in assigning those leads to the appropriate agent. Lead Assign was built to automate the process of lead assignment based on keywords that you define.

Using a proprietary system of tags, rules, and filters, Lead Assign makes sure the right lead goes to the right agent every time.

Lead Assign will provide you with a unique email address ([email protected]).  This is the email address you point your incoming lead sources to.  For example, contact forms on your website, leads from your external lead sources etc. Lead Assign also works with innovative new sources you might not know about: QR codes, GPS location, keyword marketing.

You define the rules

Create your tags, assign tags to the appropriate agents. When a lead comes in we look for tags then dynamically build a list of matching agents. Then we notify them, one at a time, via SMS and email. No need for your agents to install any software.

Lead Assign provides detailed reports so you can track your business sources, as well as your Agents’ lead management performance. No more guess work.

“This solution meets our unique needs and provides a very valuable platform to help capture ROI reporting.”

Todd Hedberg
Director of Digital Marketing, Widex USA

“This product has saved me hours trying to distribute leads myself.”

Fred Shaw
Manager, Royal LePage Binder Real Estate

“Easy to setup. Easy to use. Easy to maintain. Lead Assign automates and shortens the delivery time of our leads, ensuring they reach the most appropriate agent.”

Alexandre Gomes
Digital Marketing, Santogal

Consolidate and distribute leads on the fly

When a lead comes in, Lead Assign builds a list of matching agents, intelligently sorts them based on rules you define, and distributes the lead all within seconds of the inquiry.

Smart Parse

With Lead Assigns proprietary parsing technology, we examine your incoming leads and ensure they get to the appropriate agents, all in realtime.

CRM Broadcaster

When your leads are accepted we broadcast the details to a CRM of your choosing. Populate your own CRM, and agents CRM, or both!

Feedback Loop

Receive feedback on what happened to a lead from your agents using our Feedback Loop. Manually enter and view comments or automate the whole process.

Agents do not need to install any software

Agents receive leads via SMS and Email.
They don’t need any special software and don’t even need to login. When we say flexible, we mean it.

Flexible distribution model

  • Distribute leads intelligently based on keywords, location, price etc, you name it!
  • Send leads based on seniority, or “pecking order” as we like to call it.
  • Distribute leads to branch offices and departments.
  • Send leads to teams.

Flexible follow up

  • You decide how long to give your agents to respond.
    We default to 5 minutes for good reason, but you are in charge.
  • Automatically populate any number of CRMs on an agent by agent basis.
  • Make and request feedback from your agents on lead interactions.

Sell leads & collect funds effortlessly

Lead Assign can help simplify your business, and speed up payment.
Intelligently route leads. Price based on source, type, flat fee. Collect funds on the fly

Custom solutions & partnerships

We understand the challenges large organizations face, and we create solutions that work with your existing software

No comment yet, add your voice below!


Add a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.