Talk, text, and chat with leads as a team

When team members don’t have visibility into one anothers’ workloads, prospects and customers can fall through the cracks. Lead Center’s unified inbox lets your team centralize and share communications and contacts, so you can power up sales, service, and support.

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Anything your phone system does, Lead Center does better

Built around VoIP technology, Lead Center’s built-in virtual phone system works wherever you do. Ditch separate devices, apps, and tethered technologies for a single inbox that centralizes all your business calls, text messages, and live chats.

Everyone wins when you work as a team

In Lead Center’s team inbox, all notes, tags, call recordings, and communication histories are visible to any member of the team. With everyone working in a single, shared workspace, there’s finally a single source of truth for all business communication, no matter how leads contact you or which team members are available at any given time.

Route callers to the right person, every time

With Lead Center, when customers are ready to talk, your team is, too. It automatically routes calls based on criteria you choose, like role, expertise, and availability. It even lets team members discretely share information with one another before transferring calls.

Win more sales by monitoring and improving call quality

Listen to live conversations, review recordings, or let Lead Center’s AI surface noteworthy call highlights. Monitoring calls and team performance can help you identify new prospect pain points, coach or congratulate team members, and provide higher levels of call quality for your customers.

Chris Berg, Co-Founder, Screen Medic

"We like to do everything as a team. With the shared notes and tags features, we're able to really work together. If a customer is calling in the 3rd, 4th, 5th time, we don't skip a beat. We're able to just pick up and go."

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FAQ

Can I use Lead Center from my personal cell phone?
Yes. The Lead Center mobile app is available on iOS and Android, so you can use Lead Center from your personal cell phone without sharing your personal number. You can choose any of your tracking numbers to serve as your outbound call ID for calls or texts.
Can I use Lead Center with my current phone system?

The short answer is yes. But switching to Lead Center’s full-fledged VoIP softphone would not only mean a more seamless service experience for your customers, it’ll give your team one less vendor, invoice, and platform to manage.

What about texts? Can I send and receive images and videos?
Yes! You can send and receive Multimedia Messages (MMS) messages right from your inbox.
Can you text emojis from the Lead Center inbox?
👍

FAQ

Does Lead Center provide any pre-set reports or do I need to create my own?
Your Analyze dashboard comes loaded with several reports you can use or build on. In addition to agent call and team performance reports, you can pull lead attribution reports that reveal the sources behind your business’ calls.
Is it hard to customize reports?
Not at all! You can customize out-of-the-box reports by applying different filters. That way, you can easily drill down to the data you need.
What are the benefits of call monitoring?

Some businesses rely on call recordings or transcripts to keep up with how well sales and support teams are serving customers. Call monitoring lets you do this live. If you see or hear an opportunity to help an agent, you can offer advice when and where it’s needed. You could join the call or use whisper monitoring to discreetly deliver tips. Lead Center also lets you monitor (and participate in) text threads and live chats, in addition to calls.

What can I learn from Lead Center reporting?

TL; DR: A whole lot.

Lead Center’s customizable dashboard provides a high-level snapshot of all your inbound and outbound interactions. These reports can also be used as a springboard to dive deeper into each call, text, chat, or form submission.

Reports offer real-time visibility into how your team interacts with customers so you quickly identify opportunities for improvement, leading to more closed deals, appointments booked and performance issues mitigated.

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