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Description
Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits.
Entity Support: Supports OOB and Custom Entities
Round Robin: Divide the Leads equally among the team using Round Robin Algorithm.
Capacity: Assign Leads based on the individual capacity of each user
Rules: Create multiple assignment guidelines for different selection criteria for Leads
Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users.
Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements
Period: Define a period for the assignment of work items based upon that period
Description
LeadExec by ClickPoint Software is enterprise lead distribution software built for lead sellers, lead buyers, agencies, call centers, and ping/post marketplaces that need scalable real-time lead routing and buyer management. The platform helps organizations automate lead intake, lead qualification, routing logic, compliance workflows, and API-based lead delivery from one centralized system.
LeadExec supports advanced lead distribution models including ping/post routing, weighted routing, percentage-based routing, exclusive lead delivery, and multi-buyer lead sales. Teams can create and manage buyers, campaigns, suppression rules, returns, delivery methods, and routing workflows without relying on complicated manual processes.
The platform also includes AI-assisted setup tools designed to reduce onboarding friction and help teams configure lead routing, delivery workflows, and integrations faster with less manual effort. LeadExec is one of the first platforms in the lead distribution industry to use AI within its own infrastructure, helping simplify setup, optimization, and operational workflows.
LeadExec integrates with industry-leading compliance, verification, and communications providers including ActiveProspect TrustedForm, Trestle, IPQualityScore, Pure CallerID, and Twilio to support TCPA compliance, lead validation, fraud prevention, and communication workflows.
Built on scalable cloud infrastructure, LeadExec supports organizations across industries including insurance, home services, mortgage, education, and affiliate marketing. The platform has supported enterprise organizations including Terminix, Rentokil, and TruGreen.
API Access
Has API
No
API Access
Has API
No
Integrations
AXIO Advanced Projects
Yes
GoHighLevel
No
Gravity Forms
No
IPQS Reverse Phone Lookup
No
Jotform
No
Microsoft Dynamics 365
Yes
Smarty
No
Trestle
No
Twilio
No
Unbounce
No
Integrations
AXIO Advanced Projects
No
GoHighLevel
Yes
Gravity Forms
Yes
IPQS Reverse Phone Lookup
Yes
Jotform
Yes
Microsoft Dynamics 365
No
Smarty
Yes
Trestle
Yes
Twilio
Yes
Unbounce
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
Free Sanbox
Test LeadExec Before You Deploy. Build and test lead capture, routing, Ping/Post, buyer delivery, and integrations in a limited-volume environment before moving into production.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
ClickPoint Software
Founded
2007
Country
United States
Website
www.clickpointsoftware.com/leadexec/lead-distribution-software
Product Features
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Product Features
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
