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Toolsey

Automated lead assignment is at the core of the Toolsey service.

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Toolsey is a cloud-based lead management service that automatically assigns incoming sales leads to salespeople. Leads from lead providers, referrals, call-ins or canvassing are entered into a central repository and distributed instantly. An administrative dashboard tracks lead conversions, fees paid, assignment totals and lead sources, and reports can be printed for sales management.

The service includes automated lead rotation with instant notifications to both the lead and the assigned salesperson, and salespeople can be added or removed from the assignment system. The administrative dashboard provides real-time lead data for tracking conversions, fees, assignment totals and lead sources, with printable reports for sales management. Toolsey is offered as Software as a Service for a monthly fee, and a demo can be requested.

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