From inbound lead to claimed agent in under a minute.
LeadDash sits between your lead sources and your CRM. Here's exactly what happens every time a new lead lands.
- 01
A lead arrives
A buyer fills out a form on Zillow, Realtor.com, or your IDX site. LeadDash receives it in the same instant your CRM does.
- 02
Eligible agents are picked
Your routing rules decide who's eligible — by zip, price band, source, or who's currently on duty.
- 03
Everyone gets a text AND a call
Every available agent gets an SMS with the lead summary plus a simultaneous phone call. No app, no login — just their phone.
- 04
First to respond wins
The first agent to reply to the text or answer the call claims the lead. Everyone else gets a 'lead taken' notice.
- 05
Contact info is delivered
The winning agent immediately receives the lead's full contact info via SMS and in your CRM.
- 06
Failover keeps it moving
If nobody claims in your time window, the lead escalates to a backup pod or admin automatically.
Try it on your own leads
Hook up one lead source, invite three agents, send a test lead. You'll see why teams switch within a week.
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