Smart Lead Assignment
Distribute leads fairly, boost your team's productivity, and ensure no potential customer falls through the cracks with instant assignment tools.
Assign Leads
Assign to Associate
Zero Confusion. Maximum Output.
Stop relying on messy Excel sheets to distribute leads. Our smart assignment tools ensure leads hit your associates' dashboards instantly.
Bulk Selection
Select 10, 50, or 100s of unassigned leads at once and assign them to an associate in just a single tap. Save hours of manual work.
Fair Distribution (Round Robin)
Have a new batch of 500 leads? Automatically distribute them evenly among all active team members so everyone gets a fair share.
Instant Re-assignment
If an associate is absent or leaves the company, instantly pull back their active leads and reassign them to someone else so follow-ups are never missed.
Self-Assignment & Referrals
Empower your team. If an associate receives a direct referral from a client or is handed a lead offline by an admin, they can instantly log and assign that lead to themselves.