Add your team, control exactly what each person can see, and let BLeadX automatically balance new leads across everyone based on who's actually free to take them -- while managers keep full visibility over the whole team, not just their own leads.
Hiring more salespeople doesn't automatically mean more deals closed -- not if leads keep piling up on whoever happens to check first, and managers have no way to see what's actually happening.
Without a system, new leads tend to land on whoever's fastest to notice -- not whoever has room for them.
Not everyone on the team should see every deal -- structure protects both your data and your reps' focus.
A manager can't help a struggling rep improve without being able to see what they're actually doing.
No system to spread them out, so one rep ends up overloaded while another sits idle.
Every rep can see every deal, whether they should or not.
"Can you take this one?" gets typed into a group chat and hoped for the best.
No way to see how the team's actually performing without asking each rep individually.
Staff see only the leads assigned to them; managers see the whole team's pipeline. No extra setup required.
Every new lead goes to whoever on the team currently has the fewest open leads -- no manual routing needed.
Move a lead to someone else on the team whenever you need to, without leaving BLeadX.
Managers get one view of the entire team's leads, performance and pipeline -- not just their own.
Reassignments and updates are recorded right on each lead's own history, with who did it and when.
Starter and Professional are single-user by design -- Business supports as many team members as you need, with no per-seat cap.
They get their own login and an email to set up their password.
Staff see only their own leads; managers see everything.
Each one routes to whoever currently has the lightest load.
See the whole team's pipeline and performance in one place.
No -- a staff member only sees the leads assigned to them. Only admins and managers see every lead across the whole team.
BLeadX automatically routes each new lead to whichever team member currently has the fewest open leads, so work stays balanced without anyone having to assign it by hand.
Yes -- admins can reassign any lead to any team member in a couple of clicks, and the change is recorded on that lead's own history automatically.
Yes -- every reassignment, status change and update is logged on the lead's own timeline with who made it and when, so a manager can always see exactly what happened.
Starter and Professional are single-user plans. BLeadX's Business plan supports unlimited team members.
Team management, role-based access and the team dashboard are part of BLeadX's Business plan. See the pricing page for full plan details.