• 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

How we help

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.

Routing
Converting
Integrating

Prefer to discuss your needs with us directly?

We're here to help
We're here to help
Routing

The control you need, augmented with AI and machine learning

At its core, Lead Assign is an AI based routing engine that works globally and is scalable enough to grow with your organization. 

Routing

Understand 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.

Routing

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.

Routing

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.
We're here to help
We're here to help
New lead alert pictured on an agents phone with a timer, lead tags, additional information and an accept and reject button.
Converting

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.

Converting

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.

Converting

Get sales pipeline KPIs

Know the state of every program, partner, and lead, without having to lift a finger.

Real-time dashboard and aggregated lead information is at your fingertips in your own branded enterprise instance.

Request feedback and send notifications to 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.
We're here to help
We're here to help
A phone beside a laptop. The laptop previews an agents list of leads and the phone to the right features a specific lead with information.
Integrating

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
Zapier logo
HubSpot - Lead Assign Enterprise Integrations API
Dynamics 365 logo
Pipedrive logo
Oracle logo

Integrations

Lead Assign offers seamless integrations with various platforms to capture, track, and distribute leads effectively.

Infographic describing the Lead Assign process. Starting from Lead Capture, to Perfect Match routing engine, to Positive Acceptance, to Conversion Capture.

Suffering from lack of adoption?

Have you invested in sales stack software that just isn’t being adopted?

Lead Assign’s friction-less adoption model is designed to work with the tools your network already uses (SMS and Email) to capture and push data back to your organization.

Work with us and see a return on your investments.

We're here to help
We're here to help
Test Drive
Test Drive

“

Apollo

Apollo uses Lead Assign to route leads in real time to the right agent using predictive scores and various other factors. Matching the right lead to the right agent improved our close rate by 20% and also improved overall customer satisfaction. Lead Assign has become a critical part of optimizing our lead flow and close rate

Hewlett Packard

We’ve eliminated the gaps in our lead management for our global operations. Through Lead Assign’s partner strategies, we can drive lead to revenue funnel with urgency.

Santogal

Using Lead Assign greatly reduced our salespeople’s lead response time. Lead Assign has become a vital part of our day-to-day success.”

Royal LePage

With Lead Assign, we can enable the quick response that is critical to engaging online customers with a better service experience.

The Brooks Group

The reporting dashboard and built-in rolling average is a significant added benefit from an analytics point of view. The platform can be hugely beneficial to retailers with distributed sales teams.
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