Lead Assign (Bluebird) Lead Management and Routing Software
Lead Assign helps companies with external sales networks automate how prospects are distributed to agents. It is designed for organizations that may struggle with agent adoption of traditional CRM tools.
At a glance
- Category
- Sales
- Best for
- Sales Teams, Companies with external sales partner networks, Global enterprises with distributed sales
- Pricing
- Annual contracts start at $600 per month for 100 seat licenses and up to 100 leads per month, or $5,995 per year for up to 1,200 leads per year.
- Key use cases
- Distributed Partner Networks, Urgency-Based Lead Handling, Performance-Driven Distribution, CRM Data Synchronization
- Integrations
- Salesforce
- Official website
- leadassign.com
Lead Assign, now known as Bluebird, is a lead management platform designed to match incoming prospects with sales agents or partners. It focuses on the time between lead generation and agent action by delivering notifications through communication channels agents already use.
The tool is built for businesses with distributed sales networks, including those in real estate, insurance, and manufacturing. It supports routing logic such as geolocation and performance-based scoring to help ensure leads are handled by the appropriate person.
Buyers should note the platform uses a "login-less" experience for agents to support adoption. Organizations should confirm if the annual contract structure and seat-based pricing align with their lead volumes and team size.
Key Features
Delivers lead notifications and collects feedback via SMS and email so agents do not need to log into a separate portal.
Supports various distribution methods, including hybrid round-robin and competitive claiming.
Scores agents based on speed and conversion data to help route leads to top performers.
Allows administrators to define territories using circles or custom polygons to route leads by geography.
Collects real-time feedback and deal progress from external representatives after a lead is accepted.
Uses generative AI to score and reorganize lead data to support pre-qualification.
Use Cases
Routing leads to a network of external partners and retailers across different regions.
Using an acceptance clock to ensure leads are actioned within a time window or passed to the next available agent.
Matching prospects to agents based on historical conversion rates.
Pushing lead ownership and conversion data from external partners into a Salesforce account.
Best For
Integrations
Pricing
Annual contracts start at $600 per month for 100 seat licenses and up to 100 leads per month, or $5,995 per year for up to 1,200 leads per year.
FAQ
It uses a login-less model where leads are delivered via SMS and email, so agents do not need to log into a platform to receive or accept leads.
The platform supports several models, including hybrid round-robin, competitive claiming, geo-fencing, and performance-based AI scoring.
Annual contracts start at $600 per month for 100 seats and up to 100 leads per month, or $5,995 per year for up to 1,200 leads.
Source category: Sales
Source subcategory: Sales Enablement
