Distribute every lead fairly and instantly. No cherry-picking, no duplicate assignments, no missed follow-ups. Just fair, fast distribution.
< 5 sec
Time to assign after lead enters
0
Duplicate assignments with CompanySync
3x
Assignment methods (territory, availability, custom)
Instant
Mobile push notification to assigned rep
Choose the assignment method that fits your team structure — or combine them with smart rules.
Leads rotate equally across all active reps. Rep 1 gets lead 1, Rep 2 gets lead 2, and so on. The fairest distribution for equal teams.
Leads are automatically assigned to the rep who owns that zip code, city, or county. Perfect for contractors with dedicated geographic territories.
Leads only go to reps who are currently active and available. Set working hours and availability status to prevent unworked leads from piling up.
In manual lead distribution, experienced reps cherry-pick the best leads — storm damage, commercial properties, high home values. New reps get the leftovers and fail out.
This creates a toxic culture where only senior reps win and junior reps churn. It also means your best leads aren't always going to your most energetic closers.
CompanySync's automated assignment removes the human element entirely. No one can see the leads before they're assigned. Fairness is enforced by the system.
Start your free trial. Automated the automatic text goes out from your first lead.
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