According to VentureBeat Insight, 80% of companies that use marketing automation software increase their leads, while 77% increase conversions.
That is, without a doubt, a massive improvement in their outcomes. In sales and marketing, getting to the right lead at the right time is key. However, with the load of other responsibilities we may have in our work, there’s only so much we can do.
This is why businesses are adopting lead distribution software and using it to automate many of their sales processes. If you have not jumped on that train yet, this could be your signal to hop on. In fact, I am here to help you with that.
To help you get started, I’ve explored some of the best lead distribution software so you can decide which one is best for you.
5 Best Lead Distribution Software
1. meetergo
meetergo is my top pick for best lead distribution software.
With its Meeting Types feature, you can easily create booking pages for single-host or team meetings. You can also add a title, a short description, a shareable link, choose a flexible duration, and set a venue when creating your booking page.
The Contacts feature organizes all your lead and customer data. It allows you to create new appointments, search through your contacts, or filter them by tags. Each row then displays details like the contact's name, email address, the company they’re associated with, account owner, and whether there’s a next meeting booked.
meetergo also has a Bookings page for calendar management. Here, you can create a new appointment, apply filters, sort your meetings by time, and adjust the number of bookings displayed per page.
The Funnel page is your key to qualifying leads before they book a meeting. It allows you to create a form that visitors can fill out. You can edit the form to add or remove as many questions as you need to get the correct information from your lead.
Regarding lead distribution, meetergo’s Routing Forms and Funnels feature is very impressive. I’ll show you how I use it for fantastic results.
Before we explore this feature, however, we’ll have to create a booking page using Meeting Types.
First, select ‘Meeting Links’ by clicking the ‘Schedule’ button. Then use the ‘Create’ button at the top right to create a meeting type.
This opens a pop-up page where you can select the type of meeting you want to create and choose the host(s). Next, click ‘Create Meeting Type.’
The meeting type form will pop up, allowing you to add details like the title, description, and meeting duration. meetergo also provides a meeting link that you can copy and share via email or other forms of messaging.
meetergo also allows you to choose a meeting venue. You can hold a virtual meeting via meetergo Connect, which is very convenient, or Google Meet or Microsoft Teams. You can also book a phone call or hold an in-person meeting.
Fill in the appropriate details and ‘Publish.’
Your booking page is now ready. To book a meeting, users must select a date and time using your meeting link. Once they book, you’ll receive a notification. The meeting is also automatically added to your calendar with a link.
Now that our booking page is ready, let’s see how we can route leads to this meeting.
First, locate and click on the ‘Tools’ tab at the top right corner of your screen. From the dropdown menu, select the Routing Forms and Funnels feature.
On the Routing forms and funnels page, you’ll see a search bar with the option to browse previously created routing forms. But click ‘Create’ to build a new funnel.
Begin by naming your funnel and choosing a type.
You can choose a standard funnel, a multi-step form with dynamic routing, or a meeting selection form for different meeting types. For this example, I’ll select the multi-step form and click ‘New.’
Now that the new funnel is created, you can set the routing rule and add conditions.
I will set the consultation needs and choose my options. Then, I will fill in the form details and ‘Add Form Field.’
Move on to the ‘Routing Logic’ tab directly to the right of the Form & Funnel tab. Click ‘Create route’.
For example, I’ll add the routing rule ‘Email Equals Sales Team Email Address’ and then select ‘Match all’ to match leads with their email addresses in the system to the sales team.
The next step is to route to the meeting we booked earlier. So I selected ‘Schedule meeting’ as a condition, chose the 15-minute round-robin meeting, and saved. All contacts who meet the conditions set will be routed automatically.
Saving the route sends you to a page where you can preview your action. If a contact does not meet any of the defined conditions, meetergo sends them an automated message. You can edit that message to suit your needs.
Now I’ll move to the ‘Settings’ tab next to ‘Routing Logic.’ On this page, I will enter the Routing Form Title, the Submit Button Text, and a unique slug for the form.
The top right corner of the page has four options: Language, Share, Copy, and Embed.
If you click ‘Share,’ you can copy the booking link and send it directly to contacts.
I’ll choose the Embed/Website tab. It offers multiple embedding options, such as Inline Embed, Popup Button, Text Popup, Sidebar, and Video.
Key Features
1. Meeting Types
meetergo’s Meeting Types helps you create shareable booking pages that leads can use to schedule meetings. You’ll find this feature under the Schedule tab on your account homepage. Once open, click ‘Create.’
The Create Meeting Type box allows you to schedule a one-off meeting. From here, you can choose between single-host or team-hosted meetings or import existing meeting types from other scheduling tools.
If you choose a Single Host meeting, you can schedule a one-on-one or a group meeting.
A pop-up box will appear where you can select the meeting host. You can also click ‘Schedule now’ to open a calendar dashboard where you can select a date and time slot.
In addition, you can add key details such as the meeting name, duration, platform, and short description here.
Select the contact(s) you want to meet by choosing an existing contact or entering attendee information manually. Click ‘Book Now,’ and that’s it!
Your meeting is ready, and meetergo will automatically generate a meeting link for you. Simply copy and send it to your contact.
2. Contacts
Another interesting meetergo feature is the Contacts dashboard. It displays a contact management dashboard listing all your leads, their details, and upcoming appointments.
Each contact entry includes columns showing their name, email, company, assigned account owner, next meeting date, and tags.
Clicking on any row reveals contact details such as language, whether meetings are one-offs or recurring, any attached notes, and the appointment history. Completed, rescheduled, and upcoming meetings are marked.
You can use the Schedule button at the bottom of the page to set up a new meeting. If you need to send updates, the Message button lets you communicate with your contact.
Best for
- Sales and customer-facing teams that need an all-in-one lead routing, meeting scheduling, and contact management tool to automate client engagement workflows.
Pricing
- Basic – Free
- Essentials – €7/month
- Growth – €13/month/user
- Teams – €25/month/user
- Enterprise – Custom Pricing
2. Pipedrive
Pipedrive is a tool used to track sales opportunities across different stages of the funnel.
Its Leads feature offers two main options: adding or importing existing leads manually. You can also use its LeadBooster add-on to capture new leads through tools like Live Chat, Chatbot, Web Forms, and Prospector.
The Deals page shows your deals and groups them under the columns qualified, contact made, demo scheduled, proposal made, and negotiations started. The total value and number of deals are also visible. Individual deal cards show the deal name, associated contacts or companies, and estimated value.
Interestingly, Pipedrive has a Projects page that helps your team plan, track, and deliver their work. It has sub-features like integrating deal data into projects, managing, automating, tracking work, and keeping your team in sync.
Lastly, the Contacts section focuses on managing individual contact profiles. Each row lists vital contact details like name, email, phone number, company affiliation, and a date.
You can get the best out of Pipedrive with its Leads page. You’ll find it at the very top of the features sidebar. Once you’ve opened it, it takes you straight to the leads inbox. There you can view, archive, and add leads. You can also add labels or filter who can access certain leads.
Directly under the Leads Inbox is the Leadbooster. This is where the magic happens. It has a Live Chat, Chatbot, Web Forms, and a Prospector.
While all these tools can help you get and qualify leads differently, I’ll show you how to get great results with Leadbooster’s Web Forms.
Access it by clicking on Web Forms and activating the Leadbooster.
This opens a page with several Web Form templates. Since my goal is to generate leads, I’ll use the Contact Us form, which is open on the right.
To do this, click ‘Contact us’ and then ‘Create form’ at the bottom.
After clicking ‘Create form,’ you move to the form editor, where you can add or remove fields such as name, email, phone number, and introductory message. These fields help you route leads later.
Next, you can style the form to match your website’s branding by changing the color, font size, and style. All the changes you make will be previewed on the left side of the form. If you like the design of your form, click ‘Save.’
Pipedrive will give you a link to the form and a snippet of code to paste on your website's contact page, landing page, or blog. You can also share the link directly on social media or via email.
This next step is the most important section. It’s where you define how leads are shared with your team members.
Click on the three dots at the bottom of your sidebar and select ‘Automatic assignment.’
Click ‘+Rule’ or ‘Add rule’ to create a new assignment rule. You can now set conditions and choose how the system should assign that lead.
Under Entity, select ‘Lead’ and under Event, select ‘Lead added.’ Then click ‘Next.’
Here you can set the conditions and choose how Pipedrive assigns that lead. Click ‘+condition’ to add a new condition and ‘Next’ to move to the next page.
Finally, add the rule name and description. Check the box as active and save. Pipedrive will now automatically route all incoming leads that meet the set conditions to the right team member.
Key Features
1. Deals
The Deals feature shows you default columns representing the stages in a pipeline, such as Contact Made, Qualified, and Negotiations Started. You can add or remove stages depending on how you want your pipeline to look.
The pipeline shows you exactly where each deal stands.
To add deals to your pipeline, click the green ‘+Deal’ button or use ‘Import data’ to migrate deals from a CSV file.
Add important information about the deal, such as the contact person, company, deal value, expected close date, and tags. Based on this information, you can choose a pipeline, view which stage a lead falls in, and save.
Once added, the deal will be in a column in your pipeline. Based on their progress, you can drag and drop deals into various pipeline stages.
You can also use the ‘Filter’ tool to focus on specific deal types, like deals you own, deals over a certain value, or deals in a specific stage.
Click on an individual deal to add activities such as calls, emails, and tasks to it. When an individual deal is open, you will have a summary of important information about the deal on the left side of the page.
You can even use the meeting scheduler to schedule follow-ups without leaving the Deals page. Tags like ‘Won’ or ‘Lost’ at the top can also show you how well your deal is doing, so you know what to prioritize.
2. Activities
The Activities page on Pipedrive helps you manage and schedule follow-ups, calls, meetings, and tasks with leads or contacts. All scheduled activities are listed in the Subject, Priority, Contact Person, and Contact Details columns.
Use the ‘+Activity’ button to create new activities like calls, meetings, or tasks. Fill in the subject, link to a contact, set the date/time, and assign it to a team member. Next, mark it as done and click Save.
The Meeting Scheduler dropdown also shows when you’re available. Click on it and choose ‘Manage availability’ for recurring meetings. If you’re booking a one-off meeting with a client, select pick times instead.
Use the calendar sync feature to automatically update your availability and avoid scheduling conflicts.
To do this, click “Open calendar sync’ at the top of the page.
Follow the prompts to connect your Google or Outlook calendar.
There you go. Your team will now see your real-time availability, and that will prevent double-booking.
Best for
- Small to mid-sized sales teams that need an easy-to-use CRM to manage leads, track deals, and automate their sales processes.
Pricing
- Essential: $14 (per seat/month)
- Advanced: $39 (per seat/month)
- Professional: $49 (per seat/month)
- Power: $64 (per seat/month)
- Enterprise: $99 (per seat/month)
3. Distribution Engine
Up next is Distribution Engine, a Salesforce-native app teams can use to assign leads and boost response times.
It comes with a Salesforce Opportunities page that lists potential deals tracked in the sales process. The interface includes a search bar to find specific opportunities by keywords or filters. It is organized by columns such as Opportunity Name, Account Name, Account Site, Stage, Close Date, and Opportunity Owner Alias, all of which can be sorted to customize the view.
The Leads feature displays lead activity metrics like Total Leads, No Activity, Idle, No Upcoming, Overdue, Due Today, and Upcoming. You can add new leads or view leads over, for instance, a quarter, a month, or a week.
What’s more? On the Contacts page, you can view all your contacts and metrics that show data on whether they are engaging or not. They are grouped under labels such as No Activity, Idle, No Upcoming, Overdue, Due Today, and Upcoming.
To crown it all, we have the Reports page where you access, organize, and manage all reporting related to your sales data. The sidebar navigation offers multiple report categories: Private Reports, Public Reports, and All Reports. Moreover, the platform helps you organize these reports in folders such as All Folders, Created by Me, Shared with Me, and Favorites.
Let’s take a closer look at the impressive Leads page.
First, you can add a new lead by clicking on ‘New’.
Fill out the lead form and save.
The new lead has been created.
Clicking on the lead’s name opens a page where you can fill in any missing or additional information about the lead. To manually route a lead, switch to the details tab of the selected lead and click on the icon next to the Lead Owner’s name.
It opens a pop-up that allows you to select a new owner, send them a notification email, and click ‘Change Owner’ to make a change. This is the most direct way to route a lead manually
To auto-assign leads, click the gear icon and select ‘Service Setup’.
Find ‘Process Automation’ on the page's right side and click ‘Case Assignment Rules’. Click ‘New’ to create a new rule.
Name your rule, check the box for ‘Active’, and save.
Click on the rule name you just created. Under ‘Rule Entries,’ click New.
Now follow the steps of the case. First, set the order in which this rule entry will be processed. Then, set the criteria and select the user to whom the case should be assigned.
On the right side, click the icon after the box, ‘Email Template’, to assign.
I’ll select ‘Sales: New customer email.’
For the final step, you can add some optional conditions and save. Your rule is now defined and active. All cases that meet the selected criteria will be routed automatically to the new owner.
Key Features
1. Opportunities
The Opportunities tab is where you manage your list of opportunities.
To create a new opportunity, click the ‘New’ button. A pop-up box will open where you can fill in relevant fields like Opportunity name, Account, Close Date, Stage, Amount, and click Save.
You can now manage everything related to this opportunity. At the top of the Opportunities page, you’ll see a sales path with stages.
Once a stage is complete, click ‘Mark Stage as Complete’ to move on to the next. Under the Activity tab, you can assign yourself or someone a new task, log or call, add an event, or send an email.
Scroll to the ‘Contact Roles’ box, click the dropdown, and ‘Add Contact Roles’. Here you can select people from the account involved in the deal.
The Stage History below summarizes the opportunity at a glance. It includes details like the current stage, amount, probability, expected revenue, and last modified.
2. Reports
This page allows you to build and access reports to track performance, trends, and activities.
To create and use reports, click the ‘New Report’ button at the top right. A pop-up will appear asking you to select a Report Type.
Select ‘Opportunities’ and ‘Start Report.’
Once inside the report builder, you can add or remove columns by dragging new fields (like Amount, Stage, Close Date) into the table.
Click the ‘X’ icon to remove unnecessary items, use the ‘Filters’ tab to refine your search, and click ‘Save.’
To add a summary to a column, click the drop-down menu and select ‘Summarize’. For example, you can use the summarize option and select ‘Sum’ to get the total sales amount:
Click on the ‘Edit’ button at the top right corner, and select ‘Export’. Then export your report as Excel/CSV.
Best for
- Sales teams using Salesforce who want to automate their lead assignment to improve response times.
Pricing
- Starter: $20 (per user/month)
- Advanced: $35 (per user/month)
- Unlimited: $55 (per user/month)
4. Close
Close is a CRM platform sporting a Sales Pipeline feature that organizes opportunities into columns based on their current stage. Some stages are ‘Demo completed,’ Proposal sent,’ and more. You can view, track, and manage deals at any stage.
Regarding leads, there is a Leads page listing individual lead entries along with details like their contact names, the number of associated contacts, and their current status. The ability to sort, filter, and customize columns allows you to manage and prioritize leads.
There is more. Using Close's Workflows feature, you can create workflows to engage leads. Each workflow is listed with a name, status, performance stats, and last activity for easy reference.
Of course, I can’t forget the Inbox that organizes tasks, emails, calls, and other reminders. It even highlights upcoming and overdue tasks for specific leads. You can also enable calendar syncing to view scheduled meetings here.
While all these features are great, let’s look at the Workflows tool in Close. We’ll begin by clicking on the ‘New workflow’ tab.
A workflow page will open. Every workflow should have a purpose. Select ‘View Goal’.
Set your workflow conversion goals and click ‘Done’.
Next, set up ‘Trigger’ on the workflow page and then click the ‘Add automated trigger’ button.
You can automate a trigger for a lead event, a custom event, an opportunity event, or a contact event. Let’s explore automating a trigger for a lead event. So we’ll select ‘Lead event.’
Here, you can set conditions for the leads. For example, under ‘Current Status,’ you can select ‘is any of’ or ‘is not any of’ and select the matching status. Click ‘Done’ after choosing each condition.
Your lead conditions are now set. Click done again to confirm.
Move to ‘Add step’ to direct the workflow towards the next action you want.
From the dropdown menu, I’ll select ‘Assign User’ to begin the next step in the workflow. Fill in the relevant details for the lead assignment and click ‘Done.’
The trigger action is now part of the Workflow. To start the workflow, click ‘Activate.’
Clicking ‘Activate’ opens a pop-up to fill out a workflow name. Then click ‘Activate’ again. You now have an active workflow that assigns owners to various leads.
Key Features
1. Leads
Like every good lead distribution software, Close has a Leads feature where you can add contacts manually or import them. You can create a new lead with the ‘+’ button, enter the contact and company name.
This opens a page where you can add further details to create the lead. Then, I’ll return to the main leads page, select ‘Enroll in Workflow,’ add a workflow and the contacts, and preview.
If everything checks out, go ahead and click ‘Start workflow’.
You can also use the bulk email button at the top right of the Leads page to send an email to all your leads at once.
When you click on it, connect your email account, select the sample email template and the number of contacts to send it to, and follow the prompts to set it up.
2. Opportunities
Moving contacts through the Opportunity feature helps you track and add priority to deals by stage. This gives you a visual sense of movement and allows you to monitor your progress.
To change the status of an opportunity, simply drag and drop. Check out the Annualized Value tab at the top of every column in every stage. It shows you the value of the deals in that column. You can use this figure as a guide to decide where to invest your energy.
Furthermore, each card has a close date and a probability. This page can help you know when to schedule follow-ups and avoid missing deadlines.
You can email them or log a call right there on the card.
When you open an Opportunity card, you can add details that help you move the project forward or estimate its progress. For example, if a client wants to update their subscription or number of seats, I simply open their card, scroll down, update, and save.
Best for
- Sales teams looking for lead management and workflow tools to close deals faster.
Pricing
- Solo – $19/month
- Essentials – $49/user/month
- Growth – $109/user/month
- Scale –$149/user/month
5. Apollo.io
Apollo.io is a sales and lead generation platform to find, engage, and convert leads into customers.
The People feature allows you to search, filter, segment, and manage potential leads. Filtering options include Job Titles, Location, Company, Lookalikes, AI filters, and buying intent. This page also provides workflow automation tools, an AI assistant, and import options.
The Data Enrichment page in Apollo.io helps users improve the quality and accuracy of their contact database using features like People, Companies, Lists, Sequences, Emails, and Calls. In the ‘data health center dashboard,’ you can save contacts or connect your CRM.
Furthermore, the Sequences feature allows you to build custom campaigns to automate emails, set meetings, and convert customers. You can create AI-assisted sequences, start with a sequence template, or create a new sequence from scratch.
The last feature I’ll mention is Deals. The Deals dashboard provides an overview of all your deals and pipelines. From there, you can easily monitor a deal's progress based on the company name, deal amount, deal stage, and creation date.
The best tool for organizing your prospects and starting targeted campaigns is the Lists feature under the Prospect & Enrich section. You can create a new list by clicking on ‘Create a list.’
Next, depending on your target, choose between a People list and a Company list. In this example, I’ll choose ‘People.’
Name the list, and then we’ll select filters. You can set filters based on past job titles, departments, etc., and then click ‘Add to list.’
You can import the file if you already have lead data in a CSV file. Our list is now ready. The next step is to qualify and organize these leads for distribution.
Select the list you want to work with and click ‘Create Workflow’ in the top bar. You’ll see three options. Auto-add to sequence, Auto update records, and Create from scratch.
We’ll select ‘Auto-add to sequence.’ This opens the Workflow Builder. First, click on the calendar icon to choose when and how frequently you want the workflow to run. You can run the workflow based on dates and times or a trigger event.
To set up the trigger based on the date or time, Select ‘Based on date or Schedule’ and set the date and time.
Select the frequency and day. You can even set an end date for the workflow. Now save the trigger.
Select ‘Based on trigger event’ instead to set up an event trigger. Select an event, such as someone opening an email or booking a meeting, and add any other details.
You’ll see the number of saved people matching these attributes, and ‘Save trigger.’
The next step of the Workflow Builder involves adding contacts to a sequence.
Select the action you want to perform. Next, click the dropdown next to Sequence. Select a sequence, or click ‘Create new’ to build a new one. After selecting, go to ‘Send email from’, choose the sender, and click ‘Save action.'
Click ‘Save workflow’ and Launch. You’re in automation mode now.
Key Features
1. People
The People feature is used to build high-quality lead lists. Go to the Prospect & Enrich section and select People to find it. You’ll see many filtering options, including job titles, Location, Company Size, Industry, keywords, Technologies Used, AI Filters, and more.
To create a new lead or import a CSV, use the ‘Import’ button in the top right corner. If it’s a single contact, fill out the form with the person’s details and save. Alternatively, click ‘CSV’ in the dropdown and import a file.
Once that is done, the leads will fall under the various fields.
Another aspect of this feature is the Research with AI button. When you click on it, it opens a prompt editor window. Describe what you want Apollo’s AI to generate in the prompt box.
For example, instruct the AI to summarize their company’s core products and audience in 2 lines. Under Field settings, name your prompt and choose the field type. Once satisfied, click ‘Save & Run.’
A new column will appear in your People table where you’ll see the AI-generated content appear row by row for each contact.
2. Data Enrichment
Data Enrichment involves ensuring that your contact and company records are accurate, up to date, and complete.
From the left sidebar under Prospect & Enrich, click on Data Enrichment. You’ll land on the Data Health Center Dashboard, where you can view key insights at a glance, such as:
- The number of emails and mobile numbers enriched
- Job change alerts
- Records with missing emails
- CRM sync status and overall data completeness
Click Automate Enrichment to start.
Here you have two options: Schedule from scratch, or Schedule from the template. Selecting a template opens a workflow with preselected objects and an action.
You can set more filters if necessary. The next step of your workflow is to ‘Save enrichment job.’
When you return to the Data Enrichment dashboard, your job will be at the top, ready to run automatically. Anytime an action is performed, the automation will automatically enrich your data so you don’t miss anything.
Best for
- Businesses and teams looking to automate their entire sales process from prospecting to closing deals.
Pricing
- Free – $0/user/month
- Basic – $49/user/month
- Professional – $79/user/month
- Organization – $119/user/month
6. Albacross
Albacross sports a Buying Signals feature that allows you to use the ‘Install code’ button to add a tracking script to your site and then use the ‘Verify code’ to confirm if it’s working. Once tracking is active, segments like All companies, New companies, Medium intent, and High intent help you prioritize leads.
Plus, with the Buyer Personas feature, you can customize your customers’ profiles by selecting job seniority, roles, titles, and geographical locations, or excluding irrelevant functions in the Data-Driven Decision Maker.
Moreover, Albacross’ Workflows feature helps you create a new workflow using templates like Email Report, LinkedIn, Google Sheets, and more. It also has a dashboard that shows all active workflows your company is running.
Another feature worth discussing is Albacross’ Website pages. It helps you determine what visitors are interested in and their level of intent. Based on your visitors’ interest level, you can mark them as high, medium, low, or neutral. You can add a page to store specific URL paths your leads can visit to track visitor behavior on those pages.
Now I will demonstrate how you can use the Workflows feature to set up an automated process to direct leads to team members. To do that, I’ll need to create a new Buyer Persona and a campaign.
On the Buyer Persona page, click on ‘AI generator.’ This opens a box where you enter the website name and run an AI analysis.
Albacross AI runs a quick analysis and takes you to a page where you can refine your persona details. There, you can add keywords like job seniority and functions, make exclusions, and add geographical locations.
Click ‘Save,’ and your buyer persona will be ready.
Next, you can quickly set up a campaign by visiting the Outreach page and using the AI tool. Give the AI your instructions, add a means of contact, such as an email, and click ‘Create campaign.’
The tool automatically generates a sequence with a sales pitch, a schedule for how long the campaign will run, and other necessary details. Click on ‘Start Campaign’ to get started.
Now, you can use Albacross’s workflow feature to set up automated lead routing. First, visit the Workflows page and click ‘Create Workflow.’
Select the ‘Auto-Engage’ workflow.
You simply need to fill in details like the workflow name, delivery type, conditions, and campaign here.
Add your prospect settings, such as the number of contacts per company, buyer persona, and countries from which you want to add contacts, and save.
That’s it! Your workflow is now active. Based on your chosen conditions, it will automatically route leads in real time to any selected user in a campaign.
You can create as many workflows as needed to ensure your leads are routed appropriately.
Key Features
1. Buyer Personas
This feature allows you to create and customize personas for all your customers. To use it, go to the Buyer Personas tab and click the ‘New persona’ button at the top right corner of the screen.
Then, choose the levels of job seniority for your target audience. Each level will appear as a tag in your personas.
Also, specify job functions and titles such as Operations or Data Analyst. Next, set the geographical locations of your ideal buyers, such as the United States or Canada.
Once done, click ‘Generate.’
When you click ‘Generate,’ you can review your selections and fine-tune your keywords by adding or removing tags. Afterwards, click ‘Save.’
There you have it; you have created a brand new buyer persona. By setting the right tags, you can more accurately define your customers and route your leads to the right team members.
2. Website Pages
Albacross has a Website Pages section that helps you organize and categorize your website pages so you can be more strategic about engaging leads and closing deals.
When you open the page, you’ll see a list of your website pages, such as pricing, services, or blog pages. With the edit icon, you can assign each page a clear name or delete an unnecessary web page to make it easier to manage.
You can also use the ‘Add page’ button to add a page that is not already listed manually.
When you click the edit icon, Albacross opens an edit page on which you can rewrite the page name and ensure the URL condition is set correctly.
For example, if you want to track only a specific URL, like ‘Pricing,’ you can set a path to monitor a broader category, such as all blog pages that include ‘/pricing,’ and save.
Next, set the intent level for each page by clicking on the icons under the Intent level column. Use the red flame icon for high-intent pages like pricing, services and contact pages, and the yellow for medium intent.
When a visitor who matches your customer profile visits a high-intent page, you can trigger actions like notifying your sales team or sending an email.
Best For
- Albacross is best for companies that want to identify, track, and engage website visitors to generate and convert leads.
Pricing
- Starter: €79/month
- Professional: €127/month
- Organisation: €159/month
7. Fillout
One of Fillout’s main features is the Form. It has a blank sheet where you can build a form from scratch, with templates and pre-built designs, and connect them to third-party apps like Notion, Google Drive, and Google Sheets.
Fillout also has a Workflows feature with categories like Notifications, Approvals, Scheduling, AI, and Conversion Kits. Under these categories, you can build various workflows and set up conditions for routing and following up with leads.
But that’s not all. It comes with a Scheduling page where you can create booking pages by selecting your native calendar integrations, setting buffer times, and limiting booking ranges. You can also customise your working hours and easily cancel or reschedule a meeting.
Lastly, Fillout’s Payment feature is a great tool for collecting payments in your form. With it, you can set up one-time payments for products, services, or digital goods. You can also sell a subscription or membership, or set up a form for donations and tipping.
This is how I use the Workflows feature to get amazing results regarding lead distribution.
Start by creating a form with the Forms feature. To simplify the process, I’ll select a template with pre-built designs. I’ll choose the ‘Book a Consult Form Template’ from the booking forms category.
Here, you can add your event settings, meeting type, duration, and locations. You can also set up a booking page, add your description and fields, and edit the display. Now, you can publish the form.
After setting up the form, navigate to the ‘Workflows’ tab. Scroll to the AI category and select the ‘Classify and route’ workflow.
Upon selection, it opens a pop-up where I’ll select the ‘Consult Form Template.’ It is now time to create your workflow.
At the top, we have the ‘Form submitted’ block, which indicates that this workflow will activate whenever someone completes your form. The next step is to click ‘Edit’ on the ‘AI action’ block, choose a form field, and specify the classification category.
Here, I can choose classification categories that drive how the lead is routed, like email or phone, or a question like ‘What is your budget?’, and click ‘Done.’
After that, move to the Filter block in the workflow and click ‘Edit’ to set our filters. Add the classification and match it to the AI action block. You can add multiple filter blocks if you want to add more classifications
Then click ‘Done’ to finish.
To finish the flow, click the block below the ‘Filter’ block. In this case, the ‘Send Email’ block, and click ‘Edit.’
Here, you select who the leads are routed to and on what platform.
Your route is now set. You can click ‘Test’ to verify the workflow's functionality before hitting ‘Publish’ to activate it.
Once activated, all form submissions will trigger the automatic routing process.
Key Features
1. Forms
At this point, we can examine one of Fillout’s main features: forms. At the top right corner of the Forms page, there’s a ‘Make a Fillout’ button.
When you click on it, the page below opens, where you can create a form from scratch, use a template, use third-party apps, or import an existing form.
I’ll opt to start a form directly connected to third-party apps.
Follow the prompts to create and name your form. Then set it up by dragging and dropping question types, display text, choices, a calendar for recipients to book a time, rating types, and many other features based on the kind of form you wish to create.
From the Edit page, move to Integrations. Here I’ll integrate the form with Google Sheets.
When your form submissions connect successfully, they will be linked to Google Sheets. Click on ‘Finish Setup’ to complete the process.
2. Payments
Fillout has a Payments feature you can use to collect payments in a form with Stripe. The process is straightforward. Select the ‘Make a Fillout’ button on the Fillout homepage. Then click on the Payments tab to choose a payment type.
You can set up a one-time payment, sell a subscription or membership, or have the customer pay what they want for donations and tipping.
I will select the one-time payment to demonstrate.
Enter the product name, description, image, and price. Then click ‘Create payment form.’
Next, set up your payment form page. You can edit the form's appearance and enable sending a receipt after payment. You can even allow discount codes and payment methods, including card payment.
Then connect the payment form to your Stripe account.
Once you have connected your Stripe account, you can share the payment form link with clients.
Best for
- Companies that need to create customizable forms and automate workflows.
Pricing
- Free: $0/month
- Starter: $15/month
- Pro: $40/month
- Business: $75/month
What is Lead Distribution Software?
Lead distribution software is a tool that automatically assigns leads to the right representatives in a company. The assignment is based on conditions like location, language, team member skill level, lead type, and more.
Let me illustrate how lead distribution software works.
Say you run a SaaS company that uses lead distribution software. When a lead from France expresses interest in your product and decides to schedule a meeting with your team, the system routes the lead to a rep who speaks French. The basis of this routing was the lead's language and geographic location, which was Europe.
Similarly, a lead from a large enterprise will be routed to a senior sales rep since they have the experience to handle high-profile potential clients.
This process happens in seconds because no manual routing slows it down.
When it comes to lead distribution, speed is key.
According to the Harvard Business Review, firms that reached out to a lead within an hour of receiving a query were almost seven times as likely to qualify them as those who waited for just an hour longer.
This statistic suggests that lead distribution software is no longer optional. It is necessary if you are determined to increase your business's sales.
How to Choose the Best Lead Distribution Software?
If your understanding of lead distribution so far is clear, you’re probably wondering what to look for when it comes to lead distribution software.
To choose a lead distribution software, you need to:
- 1. Start by analyzing your sales process
- 2. Define must-have features
- 3. Check integration with existing tools
- 4. Consider scalability
- 5. Assess pricing and return on investment (ROI)
Let’s review each step one after the other.
1. Start By Analyzing Your Sales Process
Renowned American statistician and professor Dr. W. Edwards Deming famously said, “If you can’t describe what you are doing as a process, you don’t know what you’re doing.”
This is exactly why analyzing your sales process is so important.
Every sale starts with initial contact. Whether that comes from a phone call, social media, or a referral, several processes occur from that initial contact to the final stage of the sale.
Unless your business is perfect and converting every lead, there will be issues like slow response times or leads being assigned to the wrong person.
To analyze your sales process, you can ask yourself questions like, "At what stage do most of my leads drop off?"
Suppose they drop off just before they can schedule a meeting. This shows you where the problem exists.
Maybe they find scheduling a meeting tedious, so you’ll need a tool like meetergo, which allows you to create shareable meeting links that lead to your booking page.
They’ll see your available times and hours and can book a meeting with you with only a click or two.
If, in your analysis, you realize that your leads drop off because most of them end up with the wrong representative, then you have a workflow problem.
You can use meetergo’s Routing Forms and Funnels feature to set up a foolproof automatic assignment system that triggers when a lead meets certain conditions.
For example, I can create a form and set up the routing so that as soon as an email is submitted, a Senior sales representative contacts the customer, but if the email is a phone number, the workflow notifies a junior sales representative.
The same workflow can schedule a meeting as the next step. You can build your workflow with as many steps and conditions as necessary so that no single lead falls through the cracks.
2. Define Must-Have Features
Let me set a scene for this topic.
You’re running a fast-growing company. Your website receives daily requests from people from different countries and time zones.
But you have a problem. First, some leads don’t respond for hours or at all. Second, some are assigned to the wrong agent. Like a French-speaking lead assigned to a Spanish-speaking agent. Third, your sales team constantly moves meetings around, adding, and trying to find space on their calendar.
You need a lead distribution software that solves all these problems.
Take meetergo, for instance. Its Workflows feature allows you to set up triggers so that the workflow performs the desired action as soon as an event occurs.
Imagine setting up a workflow such as this one. When a lead books a meeting, emails with meeting links are sent to the host and attendees. It’s automatic and without delays, so it solves your first problem.
Your next problem is that leads get assigned to the wrong representatives. meetergo has a solution: a Forms and Routing page.
Here, you can create a form with a funnel that will route the lead to the right team member. You simply add a routing rule, set your conditions, and save. This is the solution to the second problem. With this automatic routing, you eliminate the need to route leads manually and risk errors.
Now, to your third problem: automatic meeting scheduling. meetergo can be your go-to for creating shareable meeting links. You can create a booking page with meeting information such as the location of the meeting, description, host, and duration.
Since the problem was team members having to move meetings around to create space on the calendar manually, here’s one way you can solve it:
Create a Round-robin meeting on meetergo so that hosts who are part of a team rotate based on their availability.
Next, all team members can choose their availability and time zones. Once this is done, select your host(s) and you’re good to go.
The best part is that no agent or rep will have to move a single thing around on their calendar. All scheduled meetings will appear automatically, along with details like meeting type, location, duration, etc.
Now your leads stay hot. No delays. No missed connections. No manual meeting scheduling.
3. Check Integration With Existing Tools
Another factor to consider when evaluating lead distribution software is its ability to integrate with existing tools, such as CRMs and calendars.
Two notable options in this space are Distribution Engine and meetergo.
If your business requires deep integration within the Salesforce ecosystem, look no further than Distribution Engine.
As a native Salesforce app, it integrates with apps within Salesforce’s system. Unlike meetergo, which has broad compatibility, Distribution Engine is very Salesforce-centered.
On the other hand, if you want wider integration with popular CRMs like Hubspot, meetergo integrates almost 50 apps, including popular calendars like Outlook, Google, and Apple Calendar, meeting tools like Zoom, Microsoft Teams, and the in-house meetergo Connect.
4. Consider Scalability
Let me illustrate scalability with this example:
Say there was a startup with three founders. One built the product, another handled customer support, and the third managed sales.
In the beginning, they had only a handful of customers, so they could juggle everything.
However, their product soon started gaining attention. Within a month, they were getting hundreds of signups and demo requests. They got overwhelmed. The established system that was running smoothly now turned into chaos.
They needed to scale up. If they didn’t, their business would collapse.
The truth is, every business that wants to grow must invest in a system that can expand with growth.
If your current lead distribution software works fine when you have 10 leads a day but collapses when you start getting 500, it’s not scalable.
According to research from Wharton, the top 5% of companies grow more efficiently than others because they’re built to scale. They can generate up to 10% more results from the same input.
This means that as their business grows, they don’t just hire more people or add more tools; they use scalable technology that makes them more efficient.
meetergo grows with your business. You can keep adding new leads and routing rules, handle complicated workflows without slowing down your system, and your calendar stays organized.
My favorite thing about meetergo is how the tool updates and improves regularly. Almost every time I open meetergo, it has a new feature or update.
Now, they have added Reviews! Businesses can collect and manage reviews without paying for an extra tool.
5. Assess Pricing and Return On Investment (ROI)
Price can be tricky because business owners want to reduce expenditure for maximum profit.
But when choosing lead distribution software, it’s important to know the benefits you are getting for a specific price tag.
Often, the cheapest tools don’t offer all the features you need. Nevertheless, the most expensive tools may not necessarily meet your needs.
So while you consider pricing, focus on value.
Think of it this way. Your average lead is worth $500. If better routing systems help you close four more leads monthly, that’s $2000 in extra revenue.
That will be $24000 over a year. Compare that to a software investment of about $300 a month. The investment just makes sense.
Thankfully, you don’t need to spend nearly as much on efficient, scalable software.
On meetergo, you can have automated workflows, group events with several hosts at a time, accept payments for your appointments, connect various apps, use video platforms for meetings, and much more, all for 13€/month per user.
That’s probably less than the amount you’ve been spending per month on a streaming platform you haven’t used in a year.
Even the Teams plan with smart routing and webhooks, and your account manager costs just 25€/month/user.
Choose the Best Lead Distribution Software
I’ve taken you through several lead distribution software options. Which one is best for you? The one that fits your team like a glove. Extra points if that glove also automates your workflow, routes leads quickly and effectively, and doesn’t cost a fortune.
That glove will probably have meetergo on the label. With its competitive pricing and continually developing powerful features, meetergo stands out.
But hey, whether you choose to go with the MVP or explore other worthy contenders, the right tool for you is the one that makes your leads feel like they have landed exactly where they need to be.