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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
Thriving in the current mortgage landscape necessitates an efficient and refined sales strategy. Velocify®, part of the ICE Mortgage Technology™ Platform, harnesses the power of sales automation to enhance your team’s organization and keep them centered on activities that generate greater revenue. By streamlining and implementing your tailored sales process in Salesforce, your sales executives, Salesforce administrators, and loan officers will be better equipped to expand the business and finalize more loans. With this integration, your Salesforce setup transforms into a robust tool for prospecting, closing deals, and generating insightful reports. Are you prepared to boost your lead conversion rates by an impressive 400%? Access mortgage leads from more than 1,400 integrated sources, automatically allocate new leads, reassign those that have yet to be addressed, prioritize sales communications, and design personalized sales workflows to ensure all leads receive prompt attention. By responding swiftly to urgent leads, you can adopt smarter selling techniques and ultimately close a greater number of loans, leading to increased profitability and growth opportunities for your business.
API Access
Has API
API Access
Has API
Integrations
CallTools
Cloudvirga
Constant Contact
Conversica
Five9
Formstack Documents
Keap
LenderHomePage
Mailchimp
Mav
Integrations
CallTools
Cloudvirga
Constant Contact
Conversica
Five9
Formstack Documents
Keap
LenderHomePage
Mailchimp
Mav
Pricing Details
Free
Free Trial
Free Version
Pricing Details
$60 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ClickPoint Software
Founded
2007
Country
United States
Website
clickpointsoftware.com
Vendor Details
Company Name
ICE Mortgage Technology
Founded
2000
Country
United States
Website
www.icemortgagetechnology.com/products/velocify
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Product Features
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management