Email monitoring. LeadRobin watches your shared mailbox continuously. When a lead arrives, it extracts sender, subject, and attachments, assigns the next agent, forwards the email, and marks it processed.
Web forms. A submission on your website routes instantly through the same logic. No admin sorting.
API and partner feeds. Send leads to LeadRobin from any system with a simple JSON POST. Aggregators, marketplaces, and partner platforms all land in the same queue.
Webhooks. Push-based intake from anything that supports webhooks. No polling, no delay.
CSV parsing. Structured feeds are parsed field by field and mapped into lead records automatically.
Distribution
True round-robin. Every active agent gets an equal share, like dealing cards. Fair, automatic, and provable.
Availability management. Out sick or on vacation? Agents set their status and get skipped. Fallbacks cover the edge cases.
Rules-based routing. Layer conditions on top of distribution: senior-only leads, expertise matching, territory rules. Add sophistication as your team grows.
Instant assignment. Leads are routed the second they arrive, 24/7.
Pipeline Management
Kanban board. Your real workflow, column by column, from Lead Assigned to Policy Delivered. Drag to move, bulk-select to act on many at once.
Stall alerts. Cards sitting too long get flagged automatically, so follow-up never falls off.
Full history. Every move is logged with who, what, and when. Disputes about lead ownership end with a timestamp.
Status vocabulary. Rename, add, reorder, and archive stages to match how your team actually works.
Visibility and Integration
Admin rollup. Leads per agent per stage, across the whole organization, in one view.
CRM and AMS push. Assigned leads flow into NowCerts and your agency management system, so data lives in one place.
Mobile friendly. Full use on phones and tablets, for agents who work away from a desk.
Secure by default. Encrypted passwords, CSRF protection, scoped sessions, and rate limiting come standard.
