Speed up your leads distribution
Send leads to your sales team in real time via automation based on predefined rules.
What Leaf CRM can do for you?
Assign leads instantly to sales reps for quicker responses.
Ensure every lead is tracked and followed up promptly.
Close bigger sales opportunity
Spend less time manually distributing leads to your sales team and have the team to contact prospects faster than your competitors and increase your chance of winning the deal.
Match leads with the right expert
Route each lead to the right salesperson based on product or campaign expertise, so prospects get faster, more relevant responses.
Eliminate repetitive errors
Avoid assigning a single lead to one or more salesperson(s) and keep the team focused and organised.
Take control of stalled leads
Track lead activity and manually transfer uncontacted leads to another salesperson to keep follow-ups moving.
Assign Leads With Rules To Your Sales Team
Optimise your sales process by assigning leads based on predefined rules, while maximising the team’s potential.
Define distribution rules
Set lead frequency or build your own lead routing logic based on salesperson performance or expertise with flexible rules to each salesperson.
Track sales team activity
See each salesperson’s response time, follow-up progress, and workload to understand how effectively they are handling the leads assigned to them.
Monitor and adjust
Update your distribution rules over time to reflect changes in team size, product lines, or campaign priorities.
Start closing more leads in less time
Get instant access to powerful tools that help you track leads, follow up faster, and convert more prospects into paying clients.