Lead routing software
Pair high-value leads with suitable reps
To maximize your deal closing rate, you need to make sure your best salespeople are 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 and other crucial insights.
Pipedrive’s automatic assignment feature automatically sends new opportunities to the best-matched reps so they can follow up faster and increase conversion.
Full access. No credit card required.
Pipedrive’s key lead routing and lead management features
Lead routing features (or lead distribution features) ensure your best team members are working on your business’s most valuable deals at pivotal moments
What to look for in lead routing software
With so many lead distribution systems available, knowing which one is right for your sales force can be difficult.
To find the best lead distribution software for your business, prioritize these key features:
Complete automation. Automate many of your sales processes, not just lead distribution.
Full pipeline visibility. See which leads need attention so reps can act quickly.
Customizable sales dashboards. Turn your most valuable lead and customer data into actionable, shareable insights.
Third-party integrations. Fuel your CRM software with contact data from other sales and marketing tools.
Contact history. See each lead’s history with your business for context-backed conversations.
Email marketing. Use our Campaigns add-on to create stunning emails and see which campaigns drive results.
Revenue forecast reporting. View your predicted revenue and allocate resources more effectively.
Distribute leads to the right reps with automatic assignment
Assigning leads to reps manually takes time and effort, while assigning leads to the wrong rep reduces your chances of closing the deal.
With Pipedrive’s automatic assignment feature, you can set up and prioritize distribution rules in Pipedrive.
Automatically qualify and assign leads and deals to specific teams or reps in your company.
Automate workflows to save time and reduce costs
The longer sales teams spend on repetitive admin tasks, the less time they have to build relationships.
Pipedrive’s automated lead routing software helps minimize manual work to increase productivity and boost your bottom line.
Nurture and score leads, schedule follow-up tasks and trigger personalized emails, all without lifting a finger. The Automations feature can help Pipedrive users on all tiers.
Refine lead management processes with performance insights
Without access to accurate sales performance data, you’ll find yourself repeating the same lead management mistakes.
Custom dashboards and reports visually present your favorite metrics, helping you track your team’s sales performance.
Use Pipedrive’s Insights and reports to spot lead management bottlenecks and team vulnerabilities before they affect profit and identify the winning patterns worth repeating.
Allocate resources effectively with custom forecast reports
Unpredictable sales performance stops you from organizing your team effectively.
Clear, data-driven sales forecasts help you prioritize deals and allocate resources to meet your goals.
Scale hiring and investment alongside company growth, organize reps’ time in advance and prioritize deals that get you closer to your targets with Pipedrive’s sales forecasting feature.
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 or develop new needs.
Custom pipelines help you control complex sales processes. Add new stages and labels to deals to avoid missing opportunities.
Use Pipedrive’s visual interface to pinpoint why leads lose interest and direct reps’ attention to where it’s needed.
LeadBooster add-on
Get more leads with this powerful and easy-to-use lead generation toolset. In addition to Chatbot and Live Chat you can engage inbound leads with your Web Forms, or find outbound leads with Prospector. LeadBooster can be added to any Pipedrive CRM plan. This add-on includes:
Chatbot
Live Chat
Prospector
Web Forms
Chatbot
Live Chat
Prospector
Web Forms
Starting from
per company per month, billed annually
or $39 per company per month, billed monthly
Build your lead routing software with third-party integrations
Enhance your lead routing software’s functionality with powerful apps, add-ons and integrations
Web Visitors
Identify organizations that engage with your content to uncover new inbound leads and get to know existing customers with the Web Visitors add-on
Campaigns
Craft personalized marketing content to nurture incoming leads and inspire buying decisions with Pipedrive Campaigns add-on
Trello
Enhance your CRM’s project management capabilities to organize your team and get more done with the Trello integration
Slack
Keep sales reps informed on leads’ buying decisions with instant notifications on wins, losses and other important updates using Dealbot for Slack
Zapier
Synchronize lead data across Pipedrive and thousands of other sales, marketing and communication apps with the Zapier integration
Plecto
Unite sales performance data inside custom dashboards in Pipedrive for easy, real-time analysis with the Plecto integration
How Key Search boosted workflow speed by 40% with Pipedrive’s automations features
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 more than 100 workflow automations to increase productivity 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.”
