Lead routing software
Automatically route high-value leads to the right reps
To maximize your deal-closing rate, you need your best salespeople talking to the right leads at the right time.
Lead routing software captures and passes leads to the best-matched sales reps based on geographic location, lead scoring rules, deal value and team availability.
Pipedrive’s automatic assignment feature routes new leads and deals to the right owner or team so they can follow up faster and increase conversions.
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Automate lead assignment and respond to leads faster
The best lead routing tools help your sales development reps (SDRs) respond quickly, reduce manual work and boost conversion rates.
Automatic lead assignment: Route leads to the right sales rep instantly using customizable assignment rules based on your sales cycle.
Faster response times: Connect prospects with the appropriate rep as soon as they enter your pipeline to grow engagement and conversion rates.
A more consistent lead distribution engine: Use account-based routing rules to balance workloads fairly and ensure no sales opportunity goes unnoticed.
Pipedrive’s key lead routing and lead management features
What to look for in lead routing software
The best lead routing system for your business automates other aspects of your entire sales process, not just lead distribution.
Full pipeline visibility: See which leads need attention so reps can act quickly.
Customizable sales dashboards: Turn valuable lead and customer data into actionable, shareable insights.
Third-party CRM integrations: Fuel your CRM software with contact data from other sales tools and marketing automation platforms.
Contact history: See each lead’s history with your business for context-backed conversations.
Email marketing: Create personalized emails and nurture sequences to drive more sales.
Distribute leads to the right reps with automatic assignment
Manually assigning leads takes time and effort, and assigning leads to the wrong rep reduces your chances of closing the deal.
Automatically qualifying and assigning leads and deals to specific teams or reps within your company will boost your chances of conversion.
Pipedrive’s automatic assignment rules let you route leads and deals to a specific user, a team using round-robin distribution or the existing organization owner.
Learn more about Pipedrive’s automatic assignment feature.
Automate workflows to spend more time closing deals
The longer sales teams spend on repetitive admin tasks, the less time they have to build relationships and close sales.
Lead routing software helps you nurture and score leads, schedule follow-up tasks and trigger personalized emails.
Pipedrive’s workflow automations minimize manual work, increasing productivity and boosting your bottom line.
Use Pipedrive’s workflow automation to streamline your sales activity.
Refine lead management to improve the sales process
Without access to accurate sales performance data, you’ll struggle to know how to improve lead management effectively.
Custom dashboards and reports visually present the most valuable metrics, helping you track your sales process and performance.
Use Pipedrive’s insights and reports to spot lead management bottlenecks and team vulnerabilities before they affect profits.
Find out more about Pipedrive’s insights and reports.
Forecast sales to allocate resources effectively
Unpredictable sales performance stops you from organizing your team effectively.
Clear, data-driven sales forecasts help you prioritize deals and distribute resources to meet your goals.
Use Pipedrive’s sales forecasting to predict company growth, organize reps’ time in advance and prioritize deals that get you closer to your targets.
Discover Pipedrive’s sales forecasting software.
Understand your audience with full buyer-journey visibility
Without a real-time view of your unique sales process, you won’t see when leads require attention.
Custom pipelines help you control complex sales processes to pinpoint why leads lose interest and direct reps’ attention to crucial deals.
Use Pipedrive’s visual interface to create a custom sales process by adding new stages and labels to deals so you can track every stage.
Try Pipedrive’s customizable CRM software.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Key Search boosted workflow speed by 40% with Pipedrive’s automations
Executive search firm Key Search found its applicant tracking system (ATS) slow to use and couldn’t customize data to suit its needs.
Since transitioning to Pipedrive, Key Search has implemented over 100 automations, increasing workflow speed by more than 40%.
“When we made the switch to Pipedrive, the time saving was immediately there, and revenue is up due to increased productivity.”
Capture high-quality prospects with the LeadBooster add-on
Capture more inbound and outbound leads with Pipedrive’s powerful and easy-to-use lead generation toolset.
Chatbot: Capture and qualify website visitors in real time by guiding them through tailored conversations that route them to the right next step.
Live Chat: Engage prospects instantly on your website so your team can answer questions and convert interest while it’s still high.
Prospector: Find and enrich high-quality outbound leads from a vast, up-to-date database to build stronger target lists faster.
Web Forms: Turn website traffic into qualified leads by collecting and routing submissions directly into your CRM.
