20 Best Lead Routing Software Reviewed For 2024
10 Best Lead Routing Software Shortlist
Here's my pick of the 10 best software from the 21 tools reviewed.
With so many different lead routing software available, figuring out which is right for you is tough. You know you want to ensure that leads are quickly and efficiently directed to the right salesperson but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different lead routing tools with various teams and prospects, with my picks of the best lead routing software.
What Is Lead Routing Software?
Lead routing software is a digital tool used to automatically distribute sales leads to the appropriate sales representatives or teams within an organization. It operates on predefined criteria such as geographic location, lead source, product interest, or sales rep expertise, ensuring that each lead is matched with the most suitable salesperson. This software integrates with Customer Relationship Management (CRM) systems, automating the lead assignment process to optimize sales workflows.
The benefits of lead routing software include improved response times to potential customers, as leads are quickly directed to the right salesperson. This leads to increased efficiency in handling leads and a higher potential for successful conversions. By evenly distributing leads among sales team members, the software also helps balance workloads and prevents overburdening individual sales reps. Additionally, the use of lead routing software provides valuable insights into the effectiveness of lead distribution strategies and sales performance, aiding in further optimization of sales processes.
Overviews Of The 10 Best Lead Routing Software
You can use the simple overviews of each tool below to understand how each tool stands out from other sales enablement software.
Default is an innovative platform designed to automate workflows for fast-growing B2B teams. It excels in managing inbound, outbound, and self-serve go-to-market functions, making it an essential tool for enhancing sales and marketing efficiency.
Default stands out as a lead routing software with its advanced lead routing capabilities that ensure leads are assigned to the right sales representatives. This is achieved through customizable routing rules based on various criteria such as geography, lead score, and team availability. By automating the distribution of leads, Default minimizes response times, ensuring that no lead is left unattended.
In addition to its lead routing capabilities, Default provides real-time notifications and alerts, keeping sales teams informed about new lead assignments and status changes. This feature enhances responsiveness and ensures that leads are followed up on quickly. The platform also includes comprehensive reporting and analytics tools that offer insights into lead management performance
Default Standout Features and Integrations
Features include workflow automation, lead scoring, contact and account management, task automation, email tracking, CRM integration, form building, data enrichment, scheduling tools, and customizable templates.
Integrations include Salesforce, HubSpot, Outreach, SalesLoft, Apollo, Google Calendar, Zoom, and Zapier. Other integrations are supported with Webhooks.
Pros and cons
Pros:
- Customizable routing logic
- Wide range of integrations
- Drag-and-drop builder
Cons:
- Limited offline capabilities
- Learning curve when getting started
When you need automated lead distribution, call tracking, email marketing, and templates all available in one centralized database, then HubSpot is the solution that can streamline your workflow with easy-to-access information. This popular CRM also offers other unique tools to elevate its services, like personalized lead outreach, communication history, and lead scoring.
Their approach to personalized lead outreach means tracking and viewing each lead in a single, clear timeline. With a chronological list of touchpoints between client and company, you can see every email open, page visit, incoming call, social media interaction, and content download. This tool also integrates lead tracking throughout your teams, including marketing, customer service, and operations.
HubSpot offers highly customizable solutions with personalized plans and pricing for freelancers and businesses of every size. With capabilities that can be tailored to your industry, not only can you build a plan that fits your budget, but you can also customize operations and features to fit your workflow.
HubSpot Standout Features and Integrations
Features include free CRM, live chat, website builder, meeting scheduler, sales pipeline management, sales tracking, call recording, sales dialer, sales automation, quote software, customer profile software, business card scanner, call tracking, and custom fields.
Integrations include Salesforce, Slack, Microsoft Outlook, Gmail, WhatsApp, Trello, Zoom, Canva, WordPress, and Asana.
Pros and cons
Pros:
- Versatile, flexible, and customizable
- Free plan encompassing tools for all business needs
- Constantly evolving and innovating
Cons:
- Automation could be more user-friendly
- Setup is a completely blank slate, which can be daunting
Nextiva is a unified customer experience management platform that offers a range of products and solutions for businesses of various sizes. It provides VoIP phone services, video conferencing tools, team messaging features, and AI-powered contact centers.
Nextiva's lead routing software leverages advanced Automatic Call Distribution (ACD) algorithms and AI-powered tools to ensure that incoming leads are directed to the most appropriate sales agents based on predefined criteria such as skill set, availability, and call priority.
Additionally, Nextiva integrates with various CRM systems, providing agents with comprehensive customer profiles and interaction histories, which enables personalized and informed service. The platform's omnichannel capabilities allow for interactions across multiple channels, including voice, email, SMS, and social media, ensuring that leads are managed consistently regardless of the communication method.
Nextiva Standout Features and Integrations
Features include quality management tools, speech and text analytics, real-time dashboards and analytics, automated workflows, intelligent virtual assistants, skills-based routing, call recording, call monitoring, proactive customer notifications, customizable caller ID, and call pop.
Integrations include HubSpot, Zendesk, Zoho, Act! CRM, Lotus Notes, Oracle Sales Cloud, Microsoft Dynamics, Microsoft Teams, Workbooks, ServiceNow, SugarCRM, ConnectWise, GoldMine, and Bullhorn.
Pros and cons
Pros:
- Advanced call routing capabilities
- Integration with CRM systems for lead management
- In-platform team communication features
Cons:
- The setup process can be time-consuming
- Some key integrations are only available on higher-tier plans
Chili Piper is a powerful meeting lifecycle automation platform that can handle lead routing no matter which channels your prospects choose to use for communication with your team. From forms and calls to emails and scheduled meetings, they can help provide the solution to qualify leads and turn them into customers.
This platform is designed to enhance inbound conversion rates for B2B businesses with tools like the Form Concierge that qualifies, routes, and books leads from your existing forms, Distro to prevent leaks in your sales funnel, and Handoff to schedule meetings with one click — no Excel sheet needed!
Whether you’re an SMB or an enterprise-level organization, Chili Piper can handle every workload and workflow. They provide solutions for demand generation, customer success, sales, and revenue operations across a number of different industries.
Chili Piper Standout Features and Integrations
Features include Form Concierge, Handoff, Distro, Instant Booker, access controls and permissions, collaboration tools, lead generation, call management, web forms, room booking, group scheduling, and source tracking.
Integrations include Ada, HubSpot, Google Hangouts, Clearbit, Eloqua, Partner Fleet, Slack, Gong, Duplicate Check, and Unbounce.
Price: From $30/user/month + $150 platform fee
Free Trial: Free demo available
PROS
Robust integration capabilities
Affordable tiered plans
Simple and quick setup
CONS
Requires an additional platform fee
Scheduling can get complicated with different time zones
Pros and cons
Pros:
- Simple and quick setup
- Affordable tiered plans
- Robust integration capabilities
Cons:
- Scheduling can get complicated with different time zones
- Requires an additional platform fee
LeanData
Best for reducing routing times by sending the right lead to the right person
If you’re looking for the gold standard in modern lead management, LeanData offers you a revenue orchestration platform with simple, no-code automation that accelerates the sales funnel through intelligent routing, smart algorithms, lead-to-account matching, accurate data, and lead data automation across all integrations.
One of the best tools for your sales process is the routing tool, which captures, filters, and consolidates customer data. It can identify duplicate and follow-up calls to eliminate low-priority prospects and route return calls to the correct sales rep. LeanData claims it can deliver up to a 99% reduction in response time with its tools!
LeanData is a great choice for SMBs that are focusing on sales development, demand generation, and operations. Some of their customers include Zoom, DocuSign, and Intercom, showing that they can handle CRM support for enterprise-level businesses as well.
LeanData Standout Features and Integrations
Features include account-level insights, lead analysis, segmentation, account identification, priority matching, account tie-breakers, fuzzy matching, match and route, multi-objects, territory routing, working hours routing, audit logs, duplicate match, and analytics.
Integrations include 6Sense, Clearbit, Cloudingo, Kronologic, Outreach, Crossbeam, SalesIntel, Microsoft Teams, Cognism, and Salesforce Sales Engagement.
Pros and cons
Pros:
- Great notification feature
- Has auditing for quick identification of errors
- Many possibilities for managing record assignment
Cons:
- Extra customization can lead to complex workflows
- Bookit still has a few glitches to work out
While LeadSquared offers a full-service CRM with lots of essential features, they also focus on intelligent lead distribution that helps you organize, manage, and control each deal from start to finish. When you reduce response time through automated distribution, you improve prospect experience before you’ve even started talking to them!
Whether you choose to distribute leads based on agent or lead attributes or you limit leads with automated capping logic, there are many ways to ensure streamlined distribution channels that won’t clog up your call lines. One of the unique aspects of LeadSquared’s distribution offerings is the way you can auto-distribute a churned agent’s leads. Prevent breaks in communication when you send those leads to more available sales reps.
LeadSquared helps you capture leads from every possible source, including phone calls, email, chat, social media, blogs, online ads, and even events. They can also ensure your industry has targeted solutions with a tailored platform designed for anyone from the financial industry and education to travel and automotive.
LeadSquared Standout Features and Integrations
Features include intelligent lead distribution, lead capping, auto-redistribution, sales management and automation, lead tracking, call center CRM, B2C opportunities, remote sales solutions, field force automation and management, and field force reporting.
Integrations include Gmail, Salesforce, WordPress, Acuity Scheduling, Shopify, Zapier, Freshdesk, Zendesk, LiveChat, and Meta for Business.
Pros and cons
Pros:
- Easy to track calls from any source
- All the features you need for sales automation
- Intuitive product that requires minimal training
Cons:
- Needs a call recording saving option
- Still adding more software integrations
If you’re looking for lead routing software that’s designed to do its job while providing additional support for all your other business needs, consider Bitrix24. It can improve collaboration between teams, track tasks and projects, and automate billing and HR.
Bitrix24 strives to provide the ultimate workspace by replacing your current SaaS solution, easily migrating all relevant data to its platform, integrating with all your essential services and apps, and ensuring a simple pricing structure with a 100% flat fee. They also offer a forever-free option for smaller organizations.
The small and medium business options from Bitrix24 can handle up to 100 users with comparable data storage capacities but they also offer enterprise-level solutions that can handle anywhere from 250 to 10,000 users. Find the appropriate Bitrix24 solution for your organization when you browse by role, industry, need, tool, or business size.
Bitrix24 Standout Features and Integrations
Features include lead management, quotes and invoices, online payments, sales automation, rules and triggers, contact center, sales intelligence, shared drive, calendar, workflow automation, project tracking, Gantt chart, Kanban board, a mobile app, and web forms.
Integrations include Xero, WhatsApp, Mailchimp, Asterisk, Zoom, QuickBooks, Ring, Stripe, PayPal, and Open API.
Pros and cons
Pros:
- Allows for remote work
- Excellent scheduling capabilities
- Great at managing workflows
Cons:
- Mobile app doesn’t have all web tool features
- May glitch out and redirect to the login page
Best for more flexible lead routing through intelligent software
LeadAngel is lead management software that helps unleash your sales team with smart lead routing that’s easy to set up and maintain. Their lead routing software works with any CRM and delivers insightful reports that ensure you gain actionable insights on your sales team and customer needs.
One of the key features of their lead routing is the segmentation software that categorizes leads based on any characteristic you choose, including industry, product interest, geographic location, business size, email domain, and account status. Create custom lists and rules for each type of lead to route it to the right sales rep right away.
As a cloud and browser-based solution, LeadAngel can help maximize routing for inbound calls that ensure streamlined services for SMBs and enterprise-level organizations. If you’re looking to intelligently enhance your lead distribution process while integrating with a third-party CRM, LeadAngel can help.
LeadAngel Standout Features and Integrations
Features include lead matching, lead attendant, routing, data cleanup, reporting, alerts/notifications, lead qualification, opportunity management, real-time data, data mapping, segmentation, target account identification, and interaction tracking.
Integrations include Salesforce Essentials, Eloqua, Marketo, and API Interface.
Pros and cons
Pros:
- Top-notch customer service
- More flexibility for lead-to-account matching
- Easy to set up
Cons:
- No campaign contribution reporting
Some organizations simply need lead routing software without any extra bells and whistles. For these businesses, Boberdoo offers a sleek and functional solution to ensure streamlined lead distribution based on business goals and needs. With unique filtering options for each buyer, multiple distribution variations, and unlimited partner and vendor logins, they deliver simplicity.
Boberdoo offers advanced lead distribution software that ranges from managing a one-person organization to an office that tracks thousands of calls each day. With this scalability, companies can easily adjust to their growing needs to save time, optimize lead matching, serve clients better, and improve the company image.
Boberdoo has been improving the lead industry since 2001, and they’ve developed the lead distribution features businesses need to thrive. They can support single-person operations, as well as enterprise-level organizations across a number of industries.
Boberdoo Standout Features and Integrations
Features include lead management, ping post options, payday waterfall distribution, live transfer routing, automated invoicing, multiple lead verticals, form builder, lead delivery system, custom SMTP, call center verification, and trigger-based autoresponders.
Integrations include Salesforce, Google Analytics 360, Zoho, and Convoso.
Pros and cons
Pros:
- A lot of customization for out-of-the-box needs
- Great support throughout the onboarding process
- Easy to set up call campaigns
Cons:
- Doesn’t offer cross-team tools and management
- Doesn’t have many integrations
Sometimes, it’s necessary to bring in other partners and integrations for a healthy sales workflow ecosystem — but that doesn’t mean you need to sacrifice pipeline visibility. With Lead Assign, you’re getting lead routing and management software that works as a standalone system and integrates with existing tech stacks for more flexibility and control.
The key to staying in the know is Lead Assign’s convenient real-time dashboard. With this tool, you have aggregated lead information available in your own branded instance. You can even request feedback from lead owners and sales reps to enhance your view of the sales funnel, optimize enablements, and improve sales cycle conversion rates.
Lead Assign is already the preferred choice for many manufacturers, IT providers, real estate organizations, and financial service organizations. Small, medium, and enterprise-level businesses rely on this platform, and they now route more than 1 million quality leads every year across over 300 enterprises.
Lead Assign Standout Features and Integrations
Features include an activity dashboard, workflow management, campaign management, source tracking, forecasting, reporting and statistics, interaction tracking, real-time notifications and data, pipeline management, lead capture and nursing, and opportunity management.
Integrations include Salesforce, Zapier, HubSpot, Dynamics 365, Oracle, Pipedrive, API, WordPress, Capture CRM, and Contact Wolf.
Pros and cons
Pros:
- Rules-based lead routing
- Robust automation
- Easy to use
Cons:
- No permissions and accessibility settings
| Tools | Price | |
|---|---|---|
| Default | Pricing upon request | Website |
| HubSpot | From $45/user/month | Website |
| Nextiva | From $30.95/user/month | Website |
| Chili Piper | From $30/user/month + $150 platform fee | Website |
| LeanData | No price details | Website |
| Leadsquared | From $400/month for 10,000 contacts | Website |
| Bitrix24 | From $49/user/month (billed annually) | Website |
| LeadAngel | From $99/company/month | Website |
| boberdoo | Pricing upon request | Website |
| Lead Assign | Pricing upon request | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareOther Options
Here are a few more options that didn’t make the best lead routing software list:
Selection Criteria For Lead Routing Software
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best lead routing software for this article:
Core Functionality
While these tools will vary in their standout features, they must still provide some core functionality to ensure they can optimize your lead routing process. Some essential functionality include:
- Lead capture
- Real-time notifications
- Lead tracking and monitoring
- Compliance and security
- Integrations
Key Features
If you’re looking to bolster lead routing for your organization, here are some key things to look for in prospective lead routing software:
- Lead scoring: Sorts leads based on quality and only forwards viable prospects to your sales team.
- Intelligent routing: Sends leads to the appropriate reps based on your rules routing, like round robin.
- Lead nurturing: Ensures leads stay interested in your services through marketing campaigns and check-ins.
- Reporting and analytics: Provides insights into prospect buying habits and behavior to provide more closing opportunities.
Usability
Lead routing is much more than just distributing calls among your salespeople. The system you choose must fit your organization’s workflow and integrate with all the other software tools you use on a regular basis. To help guarantee ease of use and functionality, I looked for those lead routing options that had a low barrier for entry, as well as a long list of available integrations.
Standout Features
So what type of features add value to your lead routing software? While some of that depends on your needs as a company, there are some standout features that every software should have, like lead scoring, availability-based routing, automated customer data gathering, and analytics and reporting.
Software Integrations
One of the most important integrations with lead routing software is CRM-based. Once you’ve captured and converted a lead, you need to continue to manage the customer relationship on a different level. You’ll also need software that integrates with calendar syncing and scheduling, omnichannel contact capabilities, and automation software.
Pricing
What’s the best price for your budget? As little as possible — with the most features and integrations you can get! I factored in value based on usability, features, integrations, and support from each platform to show you the top 10 lead routing software options with pricing that works for SMBs and enterprise-level needs.
People Also Ask
Here are some popular questions answered for your convenience!
What are the benefits of lead routing software?
What other lead routing software should I use?
Other Lead Software Reviews
Here are some other software reviews for you to consider if you are looking for other lead management tools.
- Lead Scoring Software
- Lead Generation Software
- Lead Capture Software
- Sales Leads Software
- Lead Mining Software
- Lead Retrieval Software
- Lead Intelligence Software
Conclusion
Lead routing software offers many benefits, including intelligent distribution of leads and improved sales. And with this review of the best lead routing software options, you should be able to find one that will work best for your needs.
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