Lead distribution software combined with meeting automation
Automatically assign leads and route meetings to the right reps based on account ownership, round robin, and more
Set your lead distribution to autopilot with a scheduling app that qualifies and routes leads automatically.
How it Works:
Define rules and meeting queues
Segment your reps into specific meeting queues based around routing rules that you define.
Leads are automatically qualified and routed
Every lead is qualified in real-time and assigned to a single rep in a specific meeting queue.
Book meetings in the correct calendar every time
Only the assigned rep’s calendar is displayed for scheduling, through Instant Booker or Concierge.
Put your pipeline distribution on autopilot
See how Routing can help you automate lead assignments and increase your speed to lead.
Get a DemoEliminate back-and-forth with automated lead routing
Our lead distribution software qualifies and routes leads to the right rep and serves up the right calendar every time a meeting needs to be booked.
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.
Eliminate back-and-forth with automated lead routing
Our lead distribution software qualifies and routes leads to the right rep and serves up the right calendar every time a meeting needs to be booked.
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.
Ensure fair and accurate pipeline distribution
Make spreadsheets a thing of the past and ensure even pipeline distribution across your sales team with flexible round robin routing.
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.
Ensure fair and accurate pipeline distribution
Make spreadsheets a thing of the past and ensure even pipeline distribution across your sales team with flexible round robin routing.
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.
Streamline your revenue operations
Our lead distribution software helps revenue ops remove bottlenecks by automating how leads are qualified and distributed.
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.
Streamline your revenue operations
Our lead distribution software helps revenue ops remove bottlenecks by automating how leads are qualified and distributed.
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.
Say goodbye to manually qualifying and routing leads
Increase your speed to lead, start automating your lead distribution now
Get a Demo
We figured out how to instantly qualify and route a lead without sacrificing engagement. This was a game-changer.
Noa Farber
Director of Marketing Automation @ Gong
As an operations guy trying to remove friction from my revenue team members' days, Chili Piper has been a big win.
Denis Malkov
Director of Revenue Operations @ PandaDoc
Automate your lead distribution with these features
Real-time lead qualification
Real-time lead qualificationQualify and assign leads based on Salesforce fields like territory and account ownership.
Intelligent routing
Distribute inbound meetings to the right rep every time.
Round robin assignment
Distribute leads automatically (and evenly) to your entire team.
Easy meeting handoffs
Make it easy for SDRs to book handoff meetings with the right AEs every time.
Vacation calibration
Automatically adjust meeting assignments to keep round robin fair when reps are away.
Group meetings
Easily coordinate multiple calendars to make group booking easy.
Salesforce integration
Eliminate manual data entry and cut down on admin time.
Calendar integrations
Integrate with GSuite and Outlook365 to seamlessly schedule appointments.
Automated routing that integrates with your favorite revenue operations tools
Automate your lead flow, convert more leads into opportunities and revenue, faster
Let us show you how.
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