Route your leads, contacts and accounts to the most appropriate sales people for faster response and higher sales.
Route leads, contacts, opportunities, and accounts based on flexible and powerful rules. Auto-convert objects as necessary.
Segment leads based on any characteristic, such as geography, size, industry, product interest, inquiry email domain, use of competitor’s product, or account status.
Distribute segmented leads via round robin, individual, weighted, or queue algorithms.
Route all leads and contacts to the account owner.
Maintain your system with our intuitive and centralized rules.
Optimized distribution of sales-relevant objects begins with the right segmentation.
LeadAngel’s lead distribution system gives you all the tools you need to act on segmented lead lists.
Use a visual flowchart interface or use a drag-and-drop list interface to build routing rules.
LeadAngel’s advanced lead routing makes sure that no lead falls through the cracks. Set up tasks and reminders. Reroute sales leads to another salesperson if they’re not acted upon quickly enough, and escalate leads to other sales teams.
Global Data Dictionary: global definitions allow for simple creation and modification of rules. For example, define a group of 5 salespeople and route leads to them in multiple flows. Adding a 6th salesperson? Just add the new salesperson to that definition and all rules auto-update.
Smart updates: We learn from your overrides. As you manually adjust lead routings, the system learns to automatically route the leads next time.
LeadAngel is a cloud service that is built on a SOC-2 compliant infrastructure with 2FA authentication. Your leads are 100% secure in the LeadAngel system.