Leads
Every Lead Has a Home. And One Rep at a Time.Lead management software for call teams: one record per lead, one rep holding it.
Keep people and companies in one list, hand each lead to a rep, a role or a team, and let reps claim waiting leads from their queue. Once a rep holds a lead, nobody else can take it. Every call is logged to the lead automatically, with its do-not-call flags right there on the record.
- Included on every plan
- People and companies, one list
- Calls logged automatically
How it works
- A lead comes inImported, added by hand, or created by a call
- It goes to a queueA role or team queue, or one named rep
- A rep claims itNow theirs, and nobody else can take it
- Called and loggedEvery call saved to the lead automatically
Clear Owners. Clean Lists.
Once a rep holds a lead, anyone else trying to claim it is turned away, so two reps don’t end up on the same person.
Send leads to a role or a team and they wait in that queue, in plain view of everyone who can pick them up.
Every lead is an individual or a business in the same table, so one filter or one view reaches both.
Federal and internal do-not-call, known litigators, opt-outs and the consent date sit on the lead, where the dialer reads them too.
From List to Live Call in Three Steps.
Bring Your Leads in
Import a spreadsheet, add leads by hand, or let a call create one. People and companies go into the same list.
Hand Them Out
Assign each lead to a rep, or drop a batch into a role or team queue for whoever is free to claim.
Call and Follow Up
Reps call from the record. Each call is logged on the lead automatically, beside its stage, source and history.
Three Ways to Hand Out a Lead.
Assign each lead the way your floor works, and change it whenever the work moves.
The lead is theirs from the start. It shows as held, and nobody else can claim it.
The lead waits for anyone who holds that role, and the first of them to claim it takes it.
The lead sits in the team’s queue, in view of everyone in it, until one person claims it.
What Is Lead Management Software, and Why Build the Phone into It?
Lead management software keeps every potential customer in one list and tracks who is working each one, from the first call to a closed deal or a firm no. Adoptiv is lead management software with the phone built in, so every call is logged to the lead automatically.
Each lead is one record, marked individual or business. Business leads carry 14 company fields on the same row, so B2B and B2C leads sit in one list and one filter reaches both. A lead starts with 79 fields in eight sections, and you can add your own with custom fields.
Lead assignment is where most lead tracking software stops short. Here a lead goes to a rep, a role or a team. Sent to a role or team, it waits in a lead queue that everyone in it can see. Claiming one puts your name on it, and once someone holds a lead, a second claim is refused: first come, first served.
The awkward flags live on the lead too: federal and internal do-not-call, known litigators, opt-outs by channel and the date consent was given, so the auto dialer reads the same answer your rep does. Track progress with lead stages, and sort by the score each lead carries.
A Lead Management System Built Around the Phone.
Individual and business leads in one table, with 14 company fields on the business ones.
Hand a lead to one person, or to a queue that a role or a team works from.
Opening a waiting lead puts your name on it, if you hold that role or sit in that team.
A lead someone already holds refuses a second claim instead of changing hands.
Federal and internal DNC, litigator, opt-outs and consent date, read by reps and the dialer alike.
Eight sections of standard fields, from the lead’s identity to tags, before you add one.
A whole number on each record, ready to filter and sort on.
Built for Floors That Share Their Leads.
A Lead Management System vs a Shared Spreadsheet.
| What | A shared spreadsheet | With Adoptiv |
|---|---|---|
| Who is working a lead | A shared spreadsheet: A name typed in a column, if someone remembers | With Adoptiv: Held by one rep, or waiting in a role or team queue |
| Two reps, one lead | A shared spreadsheet: Both call, and the customer notices | With Adoptiv: The second claim is refused |
| Companies and contacts | A shared spreadsheet: Separate tabs that drift apart | With Adoptiv: One list, with company fields on business leads |
| Do-not-call status | A shared spreadsheet: A separate list to check by hand | With Adoptiv: Flags on the lead, read by reps and the dialer |
| Call history | A shared spreadsheet: Typed up later, if at all | With Adoptiv: Logged on the lead automatically |
Leads Questions, Answered.
What is lead management software?
Software that keeps every potential customer in one list, records who is working each one, and tracks every conversation with them, so leads get followed up instead of forgotten. In Adoptiv the phone is built in, so calls are logged to the lead automatically.
How do I assign leads to sales reps?
Assign a lead to a named rep, or to a role or a team. A lead sent to a role or team waits in that queue until someone who holds the role, or sits in the team, claims it.
What happens if two reps claim the same lead?
The first claim wins. Once someone holds a lead, any other claim is refused instead of moving the lead, so it is first come, first served.
Can I keep companies and individual contacts in one CRM?
Yes. Each lead is marked individual or business. Business leads carry 14 company fields on the same record, so there is no separate company list to keep in step.
Is lead management included in every plan?
Yes. The CRM comes with every seat, along with a US business number and unlimited calling to the US and Canada on that rep’s own number.
What is the difference between a lead management system and a CRM?
A CRM covers the whole relationship, including deals and pipelines. Lead management is the part that captures, assigns and works leads before there is a deal. In Adoptiv both live in the same CRM.
Does Adoptiv do lead scoring?
Every lead carries a score, a whole number you can filter and sort on like any other field, so reps can work the highest-scored leads first.
Can a rep take a lead that is waiting in a team queue?
Yes, if they sit in that team. Opening or claiming it puts their name on it and takes it out of the queue.
Does the dialer check the do-not-call flags on a lead?
Yes. Federal and internal do-not-call, known litigator and opt-out flags are fields on the lead, and the dialer reads them from the same record your reps see.
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