Contact and convert more leads in less time with ClickPoint LeadManager.

Sales companies rely on leads to fuel their sales teams. Lead management software ensures every lead gets the same ideal contact strategy. Implementing a process using phone, email, and text contact provides predictability, which in turn helps teams scale strategically. Lead management systems make this happen and should be part of every sales and marketing tech stack.

All-in-One Lead Management Software

No more juggling diﬀerent software applications. ClickPoint LeadManager integrates seamlessly into your current sales and marketing tech stack. Your salespeople have everything they need to reach prospects quickly and win more deals.

Get leads from providers, landing pages, add campaigns or emails.
Prioritize leads based on segments, teams, location, and other critical factors.
Automate lead distribution and prioritization based on metrics and performance.
Improve contact rates with power dialer software, local phone numbers, and safe listed service.
Nurture leads with automated email marketing or text marketing software integrated with Twilio, RingCentral, Microsoft 365 and Google Workspace.
Drive sales performance with real- time lead management reporting that highlights opportunities.

The ClickPoint LeadManager Process

Step 1

Lead Capture

Native integrations and Zapier make it easy to capture leads from any source.

ClickPoint LeadManager helps you to quickly stand up lead sources. Get leads from lead providers, web forms, or through Zapier integrations (like Facebook forms or Unbounce) ﬂowing to your sales teams.

Native integrations with top lead providers like LendingTree and Zillow.
Zapier integration with form providers like Unbounce and Formstack.
Email lead integrations with Mail Parser.
Create integration documentation for third- party lead providers.
Inbound Call routing and IVR for pay- per- call and live call transfer leads.

Step 2

Lead Distribution

Advanced lead prioritization ensures leads match instantly with a salesperson. Here are a few powerful lead management prioritization rules that ensure your opportunities reach their maximum potential.

Pull-Based Routing — Salespeople compete and request leads as they are available, ensuring sub-second response time.
Round Robin — Even lead distribution moves from one salesperson to the next based on criteria or percentages.
Percent Delivery — Rank your team by skill, and the system will deliver based on percentage allocation.

Shotgun — Notify available salespeople that an inbound call or internet lead is available; the first salesperson to respond gets the opportunity.
Recycle — Move neglected leads to the next best salesperson.
Availability — Only send calls and leads to available and ready salespeople.

Push Distribution
Pull Distribution

Step 3

Integrated Power Dialer Software

WebRTC phone solution with Twilio and RingCentral integration makes lead dialing effortless.

Use the ClickPoint LeadManager dialer or use RingCentral; dialing prospects and improving contact rates has never been more accessible.

Use the ClickPoint power dialer software to call more prospects in less time; no phone equipment is required.
Purchase local or toll-free phone numbers and assign them to salespeople.
Record calls for training opportunities and playback sales conversations.
Leave pre-recorded voicemails, saving salespeople valuable time.
Use local presence or safe listing services to reduce spam calls and improve contact rates.
See missed calls and call history, so you never miss a sales opportunity.

Step 4

Lead Nurturing & Marketing Solutions

Turn email exchanges into lead opportunities with integrated email solutions with Microsoft 365 and Google Workspace.

ClickPoint LeadManager uses your native email address and turns it into a marketing machine. Easily track opens, clicks, and replies; viewable from a clean email conversation platform that tracks every interaction.

Track opens, clicks, and replies with automated email marketing.
Schedule emails to be delivered at optimal times for higher open rates.
Create email nurture campaigns that deliver automatically when new leads are received, opened, or changed status.
Respond to prospects through Microsoft 365 or Google Workplace and sync with the ClickPoint LeadManager app.

Step 5

Close From the Field with Mobile App

Enable your salespeople to update their sales information on the go with the ClickPoint mobile app.

With built-in power dialing, turn-by-turn directions, and automated email and SMS marketing, field sales have never been easier.

Turn-by-turn GPS-enabled directions for every lead opportunity.
Use integrated mobile application dialing and improve contact rate from the field.
With SMS marketing software built-in, engage with prospects and leads from anylocation.
Update and respond to internet leads and track sales performance.

Step 6

Use Real-Time Data for Actionable Decisions

Customized scoreboard reports, dashboards, and out-of-the-box reporting provide clarity.

This helps to drive good leads to your team and remove bad leads from your sales pipeline.

Customizable scoreboard reports that highlight achievement.
Lead source performance reports that show which leads and sources are performing.
Dashboard reports that show salespeople who they need to call, email, or text based on your sales process.

What is lead management software?

Lead management software provides automation and insights to help marketing and sales execute cooperative outreach and nurturing campaigns, driving higher conversions.

With a proper lead management platform, marketing and sales work every lead with the right combination of touch points. Inbound calls and web leads are prioritized for diﬀerent sales segments and groups.

Lead management software saves time by identifying qualified prospects and allowing sales agents to focus on only the best opportunities.

Learn more about lead management →

The benefits of using ClickPoint lead management software.

ClickPoint LeadManager is everything your company needs to complete your sales and marketing stack. Lead management software should be the first step in your sales process.

Marketers and sales leaders using lead management software enable their teams to scale up more predictably. This shortens sales cycles, improves contact rates and makes conversions more predictable.

Without lead management software, sales and marketing teams struggle to align. This hinders ROI from marketing campaigns.

Lead Management Software for

Marketing Execs

Marketing leaders understand the importance of driving qualified leads to sales teams.

Problems arise when marketing and sales teams don't work together to send leads through a strict cadence. Cadences ensure that all leads get worked the same way, regardless of sales interactions.

Lead management software closes this gap, allowing marketing to work with sales, to deliver on-brand communications throughout the sales process.

With lead management software bridging this gap, companies can predictably scale as they use data to inform decisions and drive investment.

Lead Management Software for

Sales Leaders

Sales leaders understand they are responsible for finding, training, and ensuring salespeople meet organizational goals. With lead management software, meeting organizational goals has never been easier.

With real-time metrics, automated lead prioritization, and optimized outreach, sales leaders can immediately spot a sales or lead problem. Actionable data allows sales leaders to confidently make decisions. The ClickPoint team helps implement the best sales strategy based on lead volume and internet lead quality.

ClickPoint clients improve from 20% average contact rates before engagement, to over 65% after engagement, driving sales growth and rapid expansion.