Lead Distribution Software

Effective and Automatic Lead Assignment.

Allocate incoming leads according to agents' workload and lead attributes fairly, automatically, and efficiently.

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Be the first one to engage with your prospect

Decrease lead response time and boost sales

Allocate leads to territories, teams, and sales agents automatically bases any kind of lead or agent attributes

Automatically distribute leads by lead location, the products they are interested in, the sources they are coming from, and much more. Assign leads to the best-fit agents, based on agent criteria, like seniority, performance, and more. Consider the potential deal size, preferred language of communication, and other parameters to set your distribution criteria.

Capping logic to limit leads

Use capping functionality to balance sales rep workloads

While it is important to maximize follow-ups, never let it overshadow the quality of sales follow-ups. Set capping logic to ensure that your agents aren’t assigned more leads than they can handle without compromising on call quality. For example – if your agents can handle 10 prospects daily, refrain from assigning leads beyond that number.

Automatically assign leads to agents based on their real-time geographical location

Lead distribution can be made hyper-localized by assigning the lead to the field rep who is closest to the lead in case a face-to-face meeting is needed. This massively brings down the response time and enhances the overall customer experience.

Automatically assign leads to your best available agent

Distribute leads in a round-robin fashion if the lead quality is constant. Round-robin lead distribution can be combined with all your other more complex lead routing rules, like lead and agent-quality-based distribution. You can also limit lead distribution to agents on their off days, or after their shift hours.

Auto allocation of an inactive agent's leads to prevent revenue leakage

It is very common for a sales agent, especially a field agent to churn. In such cases, hundreds, or thousands of leads under him would become orphan leads, leading to a break in communication thread and a subsequent loss of the opportunity. Our CRM helps you avoid this by allowing automated or bulk distribution of such leads to other agents based on different criteria.