Lead distribution software combined with meeting automation

Real-time lead qualification

Say goodbye to manually qualifying leads. Use the information collected through your web form to instantly qualify and route inbound leads while freeing your SDRs to focus on hunting new ones.

Advanced meeting routing

Build intelligent routing rules that automatically assign leads to the correct rep based on a combination of fields, including territory, company size, account ownership, and more.

Simple outbound lead handoff

SDRs can use the Instant Booker plugin to quickly assign and book meetings with outbound leads. Powered by our lead distribution system, it automatically assigns the meeting and lets them book directly in the right rep’s calendar.

Round robin routing

Ensure fair lead distribution by automatically cycling through a group of sales reps whenever a new meeting is booked.

Flexible rules and calibration

Customize your round robin setup to automatically account for cancelled meetings, no shows, vacations, and varying quotas across your sales team.

Round robin reporting

Sales managers and revenue operations can easily monitor how many meetings reps have received, how the round robin is being calculated, and who is next within a queue.

The most advanced lead routing + scheduling

We know lead assignment can get complex and simple round robin won’t always cut it. Our intelligent lead routing software uses rules and meeting queues to let you tailor a distribution strategy to your unique needs so meetings are assigned to the right rep every time.

Create and sync leads to Salesforce in realtime

Chili Piper has a powerful Salesforce integration, allowing you to automatically create new contacts and update Salesforce fields as meetings are booked. You can also relate meetings to cases and any custom object.

Distribution and conversion reporting

Easily monitor how meetings are being distributed and build reports in Salesforce to better understand and optimize your lead to meeting conversion rates.