LeadExecClickPoint Software
|
||||||
Related Products
|
||||||
About
Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads & customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution & assignment improve efficiency resulting in higher sales and profit.
Entity Support: Supports OOB as well as Custom Entities
Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm
Capacity: Assign Leads depending upon the individual capacity of each user
Rules: Create multiple assignment rules for different selection criteria of the Leads
Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules
Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement
Period: Set period to assign work items based on period
|
About
LeadExec is lead distribution and lead management software for companies that generate, buy, sell, route, and manage leads at scale. Built by ClickPoint Software, LeadExec provides real-time lead routing, ping post, lead validation, lead scoring, buyer management, order management, automated lead delivery, and advanced distribution rules.
Lead generators and enterprise organizations use LeadExec to capture leads from multiple sources, validate and enrich lead data, manage TCPA and consent requirements, match leads with the right buyers or locations, and distribute leads in real time based on price, priority, geography, capacity, and custom business rules.
LeadExec supports API integrations, webhooks, CRM delivery, lead returns, reporting, compliance workflows, and multi-buyer lead distribution. It is designed for lead generation companies, performance marketers, agencies, call centers, and enterprises that need reliable infrastructure for complex lead operations.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Dynamics 365 users
|
Audience
Lead sellers, lead buyers, affiliate marketers, agencies, and enterprise teams managing real-time lead routing, ping/post distribution, and lead monetization.
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
Free
Start with a free account, upgrade as needed.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationInogic Tech
Founded: 2006
India
www.inogic.com
|
Company InformationClickPoint Software
Founded: 2007
United States
www.clickpointsoftware.com/leadexec/lead-distribution-software
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
Categories |
Categories |
|||||
Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
|
Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
|
|||||
Integrations
AXIO Advanced Projects
GoHighLevel
Gravity Forms
IPQS Reverse Phone Lookup
Jotform
Microsoft Dynamics 365
Smarty
Trestle
Twilio
Unbounce
|
Integrations
AXIO Advanced Projects
GoHighLevel
Gravity Forms
IPQS Reverse Phone Lookup
Jotform
Microsoft Dynamics 365
Smarty
Trestle
Twilio
Unbounce
|
|||||
|
|
|