Lead Assign solves the problems that lead generation creates
a lead comes in
we parse the lead
we match content in the lead to tags based on rules you define
we match the lead to the best agent for the lead
we distribute the lead via SMS. If the agent does not accept the lead in time it goes to the next best match
and we provide reports so you can see how your agents are responding
How it works
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.
All your leads in one place
Lead Assign will provide you with a unique email address (firstname.lastname@example.org). 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.”
Director of Digital Marketing, Widex USA
“This product has saved me hours trying to distribute leads myself.”
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.”
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
With Lead Assigns proprietary parsing technology, we examine your incoming leads and ensure they get to the appropriate agents, all in realtime.
When your leads are accepted we broadcast the details to a CRM of your choosing. Populate your own CRM, and agents CRM, or both!
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.
Intelligently route leads. Price based on source, type, flat fee. Collect funds on the fly
You could be earning 15% of revenue generated by customers you refer to us.
White label versions. Custom software integrations. Corporate data center hosting
Lead Assign has given me 2 hours of my day back! What a relief it is to work with Lead Assign… our leads are going to our agents quicker and with perfect accuracy. No more whining agents! No more late night scrambling to find an available agent. This system Rocks!!
It is timely. If I am having lunch with an agent, taking a meeting, coaching, or any of my normal daily functions, I often can't get to an electronic lead for hours after the consumer has made the inquiry. Compound this time by taking into account how busy the agents are and it can often be hours before the consumer hears back from anyone. If it takes hours, the lead is dead. Why bother to even respond? Intelligent automation increases lead conversion.
Lead Assign has transformed the sales floor. We now have salespeople responding to leads within seconds of the customer inquiry, which resulted in a major increase in floor traffic at our dealerships.
As the most trusted real estate brand in Canada, we generate over 170,000 leads annually from our digital channels. With Lead Assign, we can enable the quick response that is critical to engaging online customers with a better service experience while helping our agents and brokers be more productive.
Without question SANTOGAL’s greatest advantage over its competitors who continue to rely on outdated traditional lead distribution methods is Lead Assign. In 2017 we sold 30,000 cars. Simply put … our partnership with Lead Assign has directly resulted in more sold cars and more satisfied customers.
This solution meets our unique needs and provides a very valuable platform to help capture ROI reporting. Lead Assign satisfies three important needs; 1) route leads to the right stores based upon conversion performance, 2) monitor lead performance for reporting and prioritization and 3) track overall campaign performance for ROI reporting.