Real-Time Lead Routing

Cut steps, friction, and drop-off by instantly routing leads to the right sales rep.

A screen shot of a booking system with a person and a product.

A man in a suit is thinking about something.

Don't Let Messy Lead Routing Cost You Money

Manual lead distribution is error-prone and time-consuming.

It's difficult to prioritize leads and ensure they're assigned to the right reps.

Handover from sales reps to account executives is often delayed, leading to lost opportunities.

Ditch the Spreadsheet, for Good

Stop wasting time with manual lead routing. Leadmonk ensures every rep gets the same number of meetings—even when cancellations and no-shows happen.

Flexibility that fits your team

Customize routing to match the team's strengths and priorities, sending fewer leads to new reps and warm prospects to your top performers.

No More Waiting for Red-Hot Prospects

Book qualified meetings with inbound prospects instantly from your webforms.

Connect hot leads to the right reps in seconds, boost conversions, and stay on top of your pipeline with real-time visibility.

Make Lead Routing Work For You

Route and assign leads to the right sales reps, at the right time using round-robin, account-based, or territory-based distribution.

Intelligently route leads based on complex conditions and display a calendar on your website for prospects to book meetings.

A diagram showing the different stages of a project.

Route your leads from hidden fields

With Clearbit or ZoomInfo, you can enrich your marketing forms with industry, company size, and other data.

This will help you shorten your forms and route your leads to the right sales rep.

CRM Ownership Routing

Create routing rules that automatically match and schedule known leads and existing customers with the right sales rep based on real-time CRM account ownership.

Drive pipeline from marketing campaigns

Use smart booking links in nurture campaigns, customer newsletters, or product announcements to allow your target audience to book a meeting instantly with the right rep.

Say goodbye to multiple links

Use intelligent rules to route each prospects to the right rep with just one link, avoiding the need for separate links for each campaign or sales rep.

Reports

Data-Driven Insights to Fuel Your Success

Auto-sync meeting details, follow-ups, and records to your CRM, automatically track no-shows and update CRM fields upon booking.

Track meeting conversions, distribution, and outcomes to identify friction points and take action to improve efficiency.

Track Leads Like a Pro

Track your leads with the same ease as tracking a package. Instantly see where and how each form submission is processed, just like following deliveries from your favorite online store.