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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Gather leads through your website or dedicated landing page by personalizing your forms with unique design features and tailored fields. Establish predefined settings for the leads you gather, including round-robin distributions, tagging systems, and currency specifications. With the ability to synchronize your mailbox in both directions, you can craft email sequences aimed at eliciting responses or re-engaging with previously disinterested prospects. Tailor the experience of your potential clients according to your preferences, ensuring your messages reach their primary inbox instead of getting lost. Eliminate the hassle of back-and-forth emails for scheduling; simply set your availability and allow prospects to choose a convenient time to connect with you directly. Whether it’s tasks, meetings, or follow-ups, utilize the 2-way synchronization with both Outlook and Gmail to organize all your sales activities in one centralized platform, ensuring that no opportunity slips through the cracks. Additionally, streamline your workflow by integrating notifications for upcoming tasks and meetings, keeping you consistently informed and ready to engage.

Description

LeadExec by ClickPoint Software is enterprise lead distribution software built for lead sellers, lead buyers, agencies, call centers, and ping/post marketplaces that need scalable real-time lead routing and buyer management. The platform helps organizations automate lead intake, lead qualification, routing logic, compliance workflows, and API-based lead delivery from one centralized system. LeadExec supports advanced lead distribution models including ping/post routing, weighted routing, percentage-based routing, exclusive lead delivery, and multi-buyer lead sales. Teams can create and manage buyers, campaigns, suppression rules, returns, delivery methods, and routing workflows without relying on complicated manual processes. The platform also includes AI-assisted setup tools designed to reduce onboarding friction and help teams configure lead routing, delivery workflows, and integrations faster with less manual effort. LeadExec is one of the first platforms in the lead distribution industry to use AI within its own infrastructure, helping simplify setup, optimization, and operational workflows. LeadExec integrates with industry-leading compliance, verification, and communications providers including ActiveProspect TrustedForm, Trestle, IPQualityScore, Pure CallerID, and Twilio to support TCPA compliance, lead validation, fraud prevention, and communication workflows. Built on scalable cloud infrastructure, LeadExec supports organizations across industries including insurance, home services, mortgage, education, and affiliate marketing. The platform has supported enterprise organizations including Terminix, Rentokil, and TruGreen.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
GoHighLevel No 
Gravity Forms No 
IPQS Reverse Phone Lookup No 
Jotform No 
Microsoft Outlook Yes 
Smarty No 
Trestle No 
Twilio No 
Unbounce No 
Wix No 
Zapier No 

Integrations

Gmail No 
GoHighLevel Yes 
Gravity Forms Yes 
IPQS Reverse Phone Lookup Yes 
Jotform Yes 
Microsoft Outlook No 
Smarty Yes 
Trestle Yes 
Twilio Yes 
Unbounce Yes 
Wix Yes 
Zapier Yes 

Pricing Details

$9 per user per month
Free Trial No 
Free Version No 

Pricing Details

Free Sanbox
Test LeadExec Before You Deploy. Build and test lead capture, routing, Ping/Post, buyer delivery, and integrations in a limited-volume environment before moving into production.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Agencyjoy

Website

www.agencyjoy.com

Vendor Details

Company Name

ClickPoint Software

Founded

2007

Country

United States

Website

www.clickpointsoftware.com/leadexec/lead-distribution-software

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

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