🗂️ Navigation

LeadAngel

Smarter Lead Management.

Visit Website →

Overview

LeadAngel is a comprehensive lead management software designed to help businesses streamline their sales processes. It offers smart lead routing with a drag-and-drop interface, allowing for easy setup and maintenance of distribution rules. The platform supports various distribution methods, including round-robin, weighted, and segmented. A key feature is its account-based assignment capability, which ensures that new leads from existing accounts are automatically routed to the correct account owner. LeadAngel also provides lead-to-account matching, data deduplication, and calendar scheduling to create an efficient lead flow from capture to conversion.

✨ Key Features

  • Drag-and-Drop Routing Builder
  • Round-Robin, Weighted, and Segmented Distribution
  • Account-Based Lead Assignment
  • Lead-to-Account Matching
  • Data Deduplication
  • Calendar Scheduling (ScheduleNow)

🎯 Key Differentiators

  • Cross-CRM compatibility (not just Salesforce-focused).
  • Combines routing, matching, deduplication, and scheduling in one platform.
  • User-friendly drag-and-drop interface.

Unique Value: Provides a comprehensive and easy-to-use solution for lead routing, matching, and scheduling that works across major CRM platforms, ensuring an efficient and automated lead management process.

🎯 Use Cases (4)

Routing leads based on territory, industry, or product interest. Ensuring new contacts from existing customers are sent to the account owner. Distributing leads fairly using round-robin or weighted rules. Cleaning up and preventing duplicate leads in the CRM.

✅ Best For

  • Routing any object to the right rep using a drag-and-drop interface.
  • Automatically assigning new contacts from an existing account to the account owner.
  • Using powerful segmentation for flexible lead distribution.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies that only need a very basic, single-method routing tool.
  • Teams looking for a conversational routing solution.

🏆 Alternatives

LeanData Distribution Engine RingLead

Unlike many competitors that are built exclusively for Salesforce, LeadAngel offers flexibility for companies using HubSpot, Microsoft Dynamics, and other CRMs, providing a consistent routing solution for more diverse tech stacks.

💻 Platforms

Web API

🔌 Integrations

Salesforce HubSpot Microsoft Dynamics 365 Oracle

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Professional Plus tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2

💰 Pricing

$99.00/mo

✓ 14-day free trial

Free tier: N/A

Visit LeadAngel Website →