LeadExec

LeadExec

ClickPoint Software
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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/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Inogic Tech
Founded: 2006
India
www.inogic.com

Company Information

ClickPoint Software
Founded: 2007
United States
www.clickpointsoftware.com/leadexec/lead-distribution-software

Alternatives

Alternatives

Q-assign

Q-assign

Ortoo
SalesExec

SalesExec

ClickPoint Software

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
Wix
Zapier

Integrations

AXIO Advanced Projects
GoHighLevel
Gravity Forms
IPQS Reverse Phone Lookup
Jotform
Microsoft Dynamics 365
Smarty
Trestle
Twilio
Unbounce
Wix
Zapier
Claim Inogic Lead Assignment and Distribution Automation and update features and information
Claim Inogic Lead Assignment and Distribution Automation and update features and information
Claim LeadExec and update features and information
Claim LeadExec and update features and information