Lead Routing Software For Growing Businesses
Automatically organize, assign, and route leads to the right team member, contractor, partner, or location from one centralized platform.
Send Every Lead To The Right Place
TradePilot helps businesses route new leads based on location, service type, customer details, partner ownership, contractor availability, and internal workflow rules. Keep every opportunity moving without manually sorting through lead submissions.
Lead Routing Features
Automatic Assignment
Route new leads to the correct team member, contractor, partner, or department.
Location-Based Routing
Assign leads by city, state, region, service area, or customer location.
Partner Routing
Connect partner-generated leads to the correct partner or sales channel.
Contractor Routing
Route job opportunities to contractors based on territory or job type.
Lead Source Tracking
See where each lead came from and how it entered your system.
Workflow Visibility
Track routed leads through your CRM, pipeline, and customer workflow.
Route Leads By Location And Activity
Use location visibility, customer activity, and lead details to understand where opportunities are coming from and route them to the correct person or workflow.
Keep Routed Leads Connected To Your Dashboard
Routed leads stay connected to your CRM, customers, partners, contractors, orders, invoices, notifications, and analytics so your team can follow every opportunity from first contact to completion.
Stop Manually Sorting Every Lead
TradePilot helps growing businesses reduce manual lead sorting, improve response times, keep teams organized, and make sure opportunities reach the right person faster.
Why Businesses Use TradePilot Lead Routing
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Route Every Lead With Confidence
Discover how TradePilot helps businesses assign, organize, and route leads faster across teams, contractors, partners, and locations.
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