AI TOOL PROFILE
Agent Legend: AI Lead Scoring and Sales Automation
- Sales
- Sales Enablement
- Real estate teams
- Mortgage brokers
- Home service businesses
- High-volume sales teams
Pricing
Pricing starts at $83/month for the Starter plan, with higher tiers including Grow, Professional, and Elite. A 14-day free trial is available with no credit card required.
At a glance
- Best for
- Real estate teams, Mortgage brokers, Home service businesses, High-volume sales teams
- Key use cases
- Lead Prioritization, Automated Follow-Up, Database Cleaning, Re-engaging Past Clients
- Integrations
- Follow Up Boss, BoldTrail, kvCORE, Salesforce, HubSpot
- Official website
- Visit agent legend official website
How AI is used
Agent Legend is a customer conversion platform designed to help sales teams identify high-intent leads within their CRM. The software uses a predictive scoring system that assigns a value to contacts based on third-party data points, which helps users determine the order of outreach.
The platform is built for real estate agents, mortgage brokers, and home service providers. It supports digital workflows by combining lead intelligence with communication tools, including SMS, email, and ringless voicemail.
Beyond scoring, the platform includes automation to maintain contact with leads until they respond. It also offers a physical mail service for specific targets. Buyers should confirm their required plan based on total contact volume and whether they need two-way CRM synchronization.
Integration is a core feature, as the software connects with various CRMs to sync activity and log conversations.
Key Features
Predictive Lead Scoring (Lily)
Analyzes over 1,600 data points to assign a score from 0-100, identifying leads more likely to transact.
Multi-Channel Outreach
Supports automated sequences of personalized SMS, emails, and ringless voicemails.
Conversational AI (Hazel)
An AI assistant designed to handle initial lead qualification automatically.
Database Enrichment
Verifies phone numbers and emails while appending demographic and property data to existing records.
Authentic Handwritten Letters
A direct mail service that uses robotic arms and real pens to send physical mail.
CRM Integration
Connects via API to over 500 CRMs and lead sources for syncing.
Use Cases
Lead Prioritization
Using predictive scores to identify a list of the highest-probability prospects.
Automated Follow-Up
Setting up multi-channel drip campaigns that stop once a lead replies.
Database Cleaning
Identifying disconnected phone numbers and merging duplicate records to reduce wasted outreach.
Re-engaging Past Clients
Monitoring financial triggers and life events to identify when past clients may be ready for a new product.
Integrations
- Follow Up Boss
- BoldTrail
- kvCORE
- Salesforce
- HubSpot
- LionDesk
- CINC
- Zapier
- CSV import
FAQ
How does Agent Legend's lead scoring work?
- The tool, called Lily, cross-references contacts against over 1,600 third-party data points to assign a score from 0-100 based on likelihood to transact.
Which CRMs does Agent Legend integrate with?
- It integrates with over 500 CRMs and lead sources, including Salesforce, HubSpot, Follow Up Boss, and kvCORE, via direct API or Zapier.
Is there a free trial available?
- Yes, Agent Legend offers a 14-day free trial that does not require a credit card to start.
What is the difference between the Starter and Grow plans?
- The Grow plan includes two-way CRM sync and a dedicated account manager, which are not listed for the Starter plan.
Source category: Sales
Source subcategory: Sales Enablement
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