Let SDRs move fast while every hot prospect reaches the right AE
LeadAngel assigns the best available Account Executive using prospect timing, lead data, account ownership, and activity history, with round robin, boosting, and accrual built to maximize deal conversion.
10 + Years
Enterprise Lead Management Expertise
Up to 40% Lift
Lead Conversion Improvement
95%
lead engagement in 2 minutes or less
Advanced Scheduling Capabilities for Revenue Teams
Never scramble to schedule follow-up calls or tag emails. Seamlessly find the right salesperson within your organization.
Choose from multiple event types and instantly schedule meetings at the prospect’s preferred date and time. No delays in follow-up calls or lead handoff to the Account Executive.
1
Real Time Round Robin
Round robin with-in a sales team, with ability to re-route with-in team if not accepted with-in given time (can be set to seconds, minutes, hours or days).
2
Easy Maintenance
Easily configure who all have access to accept or reject leads on behalf of teams.
3
Meeting Templates
Create organization wide meeting templates to share and auto deploy for new sales team members.
4
Online Meeting Integration
One click integration with online conferences including Zoom, Microsoft Office and Google Meet.
5
Automatic Reminders
Send automatic customized meeting reminders, along with options to reschedule.
6
Joint Calendar
Combine multiple calendars to ensure all the required people are open for the meeting.
Not sure if your SDR-to-AE handoff is actually working?
See a better approach →
What kind of lead routing solutions does LeadAngel offer?
Prospect has engaged, and is ready to talk next day or any day at 3:00 PM. LeadAngel helps find out the Account Executive who is available on the preferred date and time, and also schedules the meeting while SDR is still on call with prospects.A wholesome customer experience from get go.
Benefits
Offline Scheduling That Keeps Handoffs Clean
With LeadAngel, scheduling waits for ownership. That means fewer reassignments, clearer accountability, and smoother sales motion.
Optimized Customer Experience
If a lead can’t speak to an AE right away, the best thing to offer them is a quick and painless way to schedule the next step based on their convenience. And since our back-end can still be programmed to match the right AE to the right lead, any prospects still get the best fit for them, even if it’s at a later time; we know as well as you do, every lead is important.
Completely Customizable Dashboard
We’ve built the routing process into our algorithm—all you have to do is choose the parameters that are most important to you. With offline hand-off, you can still tailor which AEs are weighted higher, how availability is managed, and nearly every detail of how leads are routed.
Lead Management That Works for You
The LeadAngel platform automatically protects against any corner cases or attempts to game the system—for example, an SDR who might be interested in routing around the algorithm to a preferred AE—so your priorities and systems are safeguarded.
Connect LeadAngel with the CRM tools that power your revenue
LeadAngel integrates seamlessly with Salesforce, HubSpot, and Microsoft Dynamics 365 to unify routing, ownership, and scheduling workflows, giving your teams complete visibility and control from lead capture to meeting booking.
Salesforce
Automate lead routing, round robin assignment, and SDR-to-AE handoffs directly inside Salesforce with real-time ownership enforcement.
HubSpot
Align lead qualification, routing logic, and meeting scheduling in HubSpot to eliminate delays between marketing and sales.
Microsoft Dynamics 365
Lock ownership before scheduling and ensure every meeting follows Dynamics 365 rules for consistent, audit-ready handoffs.
Read Our Blogs
Leads are the foundation of every growing business. Why? Because speed matters, 78% of deals go to the first responder.
Bad B2B data isn’t just annoying.It’s expensive. It slows down sales.Confuses marketing.And quietly kills revenue. Which is why so many
You’ve explored plenty of tools before, and you know how overwhelming it feels to choose the right one (or even
We used to think our CRM issues were just part of the job: slow pipeline updates, missed follow-ups, and messy
Your round robin lead assignment system is not just a routing rule but a critical engine behind how your sales
Multiple Sales Reps Working on the Same Lead is Disastrous. It rarely starts as a visible problem. A lead enters
Fequently asked questions
Offline scheduling is the process when an SDR/BDR books the prospect meeting, while on call with the prospect. SDR/BDR finds the right salesperson, available at the time of prospects' choice and books the meeting.
Yes, scheduling requests for a specific date is possible with-in LeadAngel. LeadAngel router will look to find the best suited sales person at the requested date.
During On the Spot transfer, the prospect is ready to speak with the account executive right away, while for Offline Scheduling, the prospect is ready to speak with the account executive at a later time. SDR/BDR is responsible for call transfer in On the Spot transfer, while SDR/BDR is responsible for setting up the meeting for Offline Scheduling.
Yes, scheduling requests for a specific time is possible with-in LeadAngel. LeadAngel router will look to find the best suited sales person at the requested time.
Yes, you can define the rollback if the meeting is not set up with-in specific time, and can also set a rule to send the same lead to the same sales rep if the form is resubmitted with-in short time.
The meeting is scheduled in the Queue manager’s calendar with a note to highlight that no sales person was available.
Yes. A LeadAngel standard router can be configured behind an offline scheduling form.
Yes, you can use any other calendar such as HubSpot, Calendly etc. However, it may limit certain features (such as assignment roll back, custom thank you page etc)
Yes, LeadAngel’s Web2Lead offline scheduling thank you pages can be customized.
Do you have more questions?
Let’s schedule a quick meeting to walk you through it.