Distribute leads, prospects and opportunities evenly among team members with Pipedrive’s automatic assignment lead distribution tool. Set up rules to automate the entire process.
Chat with new leads, qualify or disqualify inbound leads, convert them automatically to deals or route the most promising ones to the right salespeople.
Keep incoming leads in Pipedrive’s Leads Inbox before they become deals. Decide which leads to qualify, convert them to deals and add them to your pipeline to start your sales process.
This key feature will improve your lead distribution process. Business intelligence means better lead data and lead attribution, so you can know exactly who to target and when.
Capture prospects from your website, social media, emails and events and streamline lead scoring, attribution and distribution with our integrated Marketplace apps.
The best lead distribution software allows you to distribute entities evenly among your team members. Our “round robin” automatic assignment feature shares these entities automatically, helping your sales reps increase conversion.
Improve response times: Research suggests quicker response times lead to more won deals.
Data accuracy: Grow your business by capturing data and converting it into useful insights.
Better sales structure: Organize sales teams to make them more efficient and ensure opportunities are distributed in a fair and unbiased manner.
Improve resource utilization: Ensure the right people are working on the right opportunities, saving time and increasing your chances of winning.
Save time on manual and repetitive tasks: Use automatic assignment to manage your reps’ workloads and reduce human error.
With automatic assignment in place, new leads are routed to Pipedrive’s sales reps in seconds rather than minutes.
The team combines the lead routing feature with our other Automations tools to shorten the gap between when a customer signs up and when they hear from us.
Automated lead distribution is an important part of lead management, encompassing distribution, marketing strategy and sales. The ideal lead management tool should be straightforward and versatile.
There are many lead distribution systems on the market, so knowing which is best for your sales force isn’t always straightforward. Whichever lead distribution software you choose, make sure it offers the following key features:
Full pipeline visibility: Know which new leads and deals need attention, so your sales force can act quickly.
Rules-based routing software: Pre-defined routing rules assign prospects to the most suitable sales rep.
Customizability: Look for a tool that can be adapted to your business with custom fields and forms, sales automation, etc.
Third-party integrations: Import contact data from other sales and marketing tools to enhance your CRM software.
Contact history: See each lead’s history with your business for context-backed conversations.
Reporting and sales analytics: The best lead distribution software will allow you to create detailed reports, offer lead insights and measure your team's performance.
per company per month, billed annually
or $39 per company per month, billed monthly
Expand the capabilities of Pipedrive with hundreds of apps and integrations
Canadian company Second Bind provides environmentally friendly, convenient solutions for donating and reselling used books. The company was using Microsoft Excel as its software hub but wanted to scale up and be more efficient.
Enter Pipedrive: a lead management tool that centralizes all necessary functions and integrates with third-party software. Second Bind’s sales team uses many of Pipedrive’s features to streamline its processes.
LeadBooster’s customizable web forms take care of lead qualification, and leads can select exactly which service they want. The information they provide enables automation and lead routing so each incoming lead or deal is sent to the correct sales rep.
“Revenue has grown 80% since we’ve started using Pipedrive. We’ve grown significantly through automations and other things within the company, but Pipedrive has been really helpful.”