How it works

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.

  1. 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.

  2. 02

    Eligible agents are picked

    Your routing rules decide who's eligible — by zip, price band, source, or who's currently on duty.

  3. 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.

  4. 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.

  5. 05

    Contact info is delivered

    The winning agent immediately receives the lead's full contact info via SMS and in your CRM.

  6. 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.

Start free trial