Check out our independent editorial review of the best crm software for sales professionals, including use cases for each option.
Lead distribution software is a tool that helps sales and marketing managers route inbound leads to the correct rep or team. The top software streamline lead distribution by scoring leads based on preset criteria and automating assignments to agents who can provide timely assistance. There are dozens of lead distribution options available; we’ve evaluated the top eight software to help you find the one that best fits your organization’s needs.
Here are the eight best lead distribution software solutions:
The best lead distribution software are CRMs or marketing software that include lead distribution as a primary function. We combed through each option’s core features for automated functions like lead qualification, scoring, and touchpoint scheduling. We also considered each software’s accessibility in terms of cost and ease of use. Rounding out our grading are expert score, third-party integrations, and quality of user support options.
Note: All per-user prices are with a one-year commitment unless noted.
Per our evaluation, Zoho CRM is the best lead distribution software with a first-place tie for core features and above average scores in other categories. Read on to see how every lead distribution option fared across all six criteria.
Zoho CRM is a full-featured CRM that automates lead distribution and closely integrates with social media. Sales managers can set up activity-based triggers, such as Facebook comments or Twitter retweets, that will instantly turn those interactions into leads that can then be routed to sales reps based on pre-set parameters or in a round robin queue. For teams that rely on social media as their primary lead generation source, Zoho CRM is the best lead distribution solution.
Streamlines lead distribution for larger businesses through territory-based lead assignment and in-app call routing.
Price Range: Free to $69 per user, per month; $39+ for territory management (21-day free trial)
Freshworks' Freshsales is sales software with robust lead distribution features in its Pro and Enterprise tiers. Its territory management system allows sales managers to distribute leads based on geography, industry, or other pre-defined criteria. Plus, each territory can get its own phone number for easier routing via Freshsales’ built-in phone. Freshsales’ premium lead distribution tools will be useful to large companies with a broad audience.
Helps chat-based sales representatives reduce response times and maintain contact with their assigned leads.
Price Range: Free to $159 per user, per month (30-day free trial)
Bitrix24 is a CRM with unlimited open channel settings so sales teams can connect with leads across Telegram, Slack, Facebook Messenger, and many other messaging platforms. Route chat queries to all available online agents to reduce response times, or use intelligent routing to ensure leads are matched with specific account managers. Sales teams that generate a bulk of their leads through live chat will benefit most from Bitrix24’s lead distribution features.
Combines project management tools with lead routing tools for a more streamlined way to assign leads from multiple channels.
Price Range: Free to $99 per user, per month (14-day free trial)
Insightly is a CRM regarded for its project management features, but it also includes a solid range of lead distribution tools. Notable is an activity timeline that displays where leads are coming from, whether that’s via email, web forms, phone, or marketing campaigns. From there, leads are routed in real time so agents can follow up while leads are still hot. Sales teams with multiple lead generation sources will benefit most from Insightly’s lead distribution tools.
Offers a varied range of lead distribution options for sales teams that regularly field inbound calls.
Price Range: $36 to $52 per user, per month (30-day free trial)
ClickPoint is a lead management solution that provides lead distribution for phone, text, and email leads. It allows sales managers to route inbound leads round robin style or based on an agent’s performance quality ranking. Leads can also be distributed according to agent availability or on a first-come, first-serve basis so no lead ever goes cold. ClickPoint is best for industries where inbound phone sales are still common, such as finance and home services.
Free platform supports over 500 app integrations, which include a number of notable lead distribution tools.
Price Range: Free to $1,200 per month (Sales Hub)
HubSpot CRM is a popular CRM with a solid suite of premium lead distribution features such as automated round robin assignments and customizable scoring criteria. While HubSpot CRM’s lead distribution tools are limited to its paid tiers, its free plan includes over 500 integrations that provide similar lead routing functions. Small businesses can start with HubSpot’s free CRM and integrations, then upgrade to a premium plan for HubSpot CRM’s native lead distribution tools.
EngageBay CRM is full-service sales and marketing software that offers affordable access to premium features. These features include predictive lead scoring, automated lead distribution rules, and reassignment of leads whose queries were missed (sales managers can also receive notifications when leads have not received proper follow-ups after a positive interaction). EngageBay CRM is a solid choice for small businesses wanting advanced features on a budget.
Note: You can also opt for a two-year commitment for an additional 20% off.
Helps global enterprises by using an intelligent lead routing engine that learns how to assign leads to the best sales reps.
Price Range: $495 to $2,500 per month for 75 to 500 users (30-day free trial)
Lead Assign is a lead management platform with a number of advanced assignment features. It has what’s billed as the “most intelligent lead routing engine,” which learns how to match reps to leads based on location and skillset over time. There’s also performance scoring, which evaluates how quickly agents provide feedback and gives preference to the top scorers. Lead Assign is geared toward global enterprises with a large amount of inbound leads.
It’s prudent for sales and marketing teams to stay on top of leads before they go cold. Lead distribution software automates the assignment process to prevent the likelihood of any prospect being ignored or overlooked. Any of the top eight CRM or marketing options we’ve featured on our list will play a significant role in increasing conversions and bolstering your company’s bottom line.