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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.
Description
Visually prioritize your data for enhanced efficiency in prospecting tasks. With a single click, you can conduct research that significantly increases productivity. Eliminate the overwhelming amount of data to emphasize only the essential information required during phone conversations. We advocate for the principle that having less data can lead to better outcomes. This approach is particularly beneficial for Sales Development Representatives (SDRs) and business development teams. Utilize data filtering to streamline priorities for account executives and account-based selling strategies. By incorporating location-centric data alongside lead and account information, you can effectively strategize for travel and meetings. Take advantage of location-based functionalities to promote local events such as expos, workshops, user group meetings, and other regional gatherings. Tailor campaigns to target specific industries related to upcoming conferences in your vicinity. Ensure effective communication prior to travel arrangements for meetings with prospects and clients. Customize user views depending on the role, such as SDRs versus Regional Managers, or filter by division. This system promotes repeatable and scalable processes. Additionally, it simplifies training and expedites onboarding by providing all team members within a group with uniform features. Furthermore, all desktop functionalities are optimized for seamless use on mobile devices, ensuring productivity even while on the move. This holistic approach not only enhances individual performance but also fosters team collaboration and efficiency.
API Access
Has API
No
API Access
Has API
No
Integrations
GoHighLevel
Yes
Gravity Forms
Yes
IPQS Reverse Phone Lookup
Yes
Jotform
Yes
Smarty
Yes
Trestle
Yes
Twilio
Yes
Unbounce
Yes
Wix
Yes
Zapier
Yes
Integrations
GoHighLevel
No
Gravity Forms
No
IPQS Reverse Phone Lookup
No
Jotform
No
Smarty
No
Trestle
No
Twilio
No
Unbounce
No
Wix
No
Zapier
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
Pricing Details
$21 per month
Free Trial
Yes
Free Version
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
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
ClickPoint Software
Founded
2007
Country
United States
Website
www.clickpointsoftware.com/leadexec/lead-distribution-software
Vendor Details
Company Name
Valgen
Country
United States
Website
www.valgen.com
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
Product Features
Inside Sales
Auto-Dialing
No
Call List Management
Yes
Call Recording
No
Campaign Management
Yes
Dashboard
Yes
Data Management
No
Lead Capture
Yes
Lead Distribution
No
Lead Scoring
Yes
Performance Management
Yes
