Clickpoint Software

Verified Business Profile clickpointsoftware.com sales-crm

Overview

Tagline Brand-provided · 2026-10-16

Streamlining Lead Flow from Capture to Close

Description Brand-provided · 2026-10-16

ClickPoint Software

Also known as Brand-provided · 2026-10-16

  • ClickPoint

Identity

Mission Brand-provided · 2026-10-16

ClickPoint builds the software that moves leads from capture to close.

Website Brand-provided · 2026-10-16

https://clickpointsoftware.com

Voice & tone Brand-provided · 2026-10-16

Simpler, faster, smarter, transparent, automated, and compliance-focused

Offerings

Problem solved Brand-provided · 2026-10-16

  • LeadExec — Lead Distribution & Monetization
  • Slow Lead Delivery: Eliminates manual processes and delays in distributing leads to buyers, partners, and sales organizations.
  • Inefficient Lead Routing: Solves the challenge of matching leads to the right buyers based on geography, eligibility, business rules, and distribution priorities.
  • Lost Lead Revenue: Helps lead sellers maximize monetization opportunities through automated distribution, buyer management, and Ping/Post bidding.
  • Complex Buyer Requirements: Simplifies managing different buyer specifications, acceptance criteria, delivery methods, and lead volumes.
  • Lead Rejections and Failed Deliveries: Helps businesses identify delivery failures, troubleshoot rejected leads, and improve successful delivery rates.
  • Unpredictable Lead Distribution: Helps manage buyer capacity, lead allocation, delivery limits, and distribution consistency.
  • Limited Lead Sales Visibility: Provides reporting on lead delivery, buyer performance, source performance, and revenue.
  • Difficulty Scaling Lead Operations: Reduces manual work and operational complexity as lead volumes, buyers, and distribution requirements grow.
  • Disconnected Lead Sources and Buyers: Centralizes lead ingestion and distribution across multiple sources, partners, and destinations.
  • Poor Lead Profitability: Helps businesses understand lead acquisition costs, sales performance, and monetization opportunities.
  • SalesExec — Lead Management & Sales Engagement
  • Slow Lead Response Times: Helps inside sales teams contact inbound leads faster through automated lead assignment, prioritization, and integrated calling.
  • Low Lead Contact Rates: Reduces missed opportunities caused by inconsistent follow-up, poor lead prioritization, and inefficient sales workflows.
  • Lead Cherry-Picking: Uses Pull Distribution to control how sales representatives receive leads and prioritize the next best opportunity.
  • Unworked and Neglected Leads: Automatically recycles and redistributes leads so valuable prospects do not remain untouched.
  • Low Lead Conversion Rates: Helps sales teams improve contact, appointment-setting, and sales conversion through structured workflows and engagement tools.
  • Inefficient Call Center Operations: Combines lead management, calling, SMS, email, and sales activities into a centralized workflow.
  • Uneven Lead Distribution: Supports Push and Pull assignment strategies to manage lead allocation across agents and teams.
  • Inconsistent Sales Follow-Up: Standardizes sales processes, dispositions, follow-up activities, and lead nurturing.
  • Limited Sales Team Accountability: Gives managers visibility into agent activity, lead handling, contact rates, and conversion performance.
  • Disconnected Marketing and Sales Data: Connects leads to their sources, campaigns, and sales outcomes to improve marketing performance analysis.
  • Complex Multi-Branch Sales Operations: Helps organizations manage lead ownership, workflows, and reporting across branches and sales teams.
  • Wasted Lead Acquisition Spend: Helps businesses get more value from purchased and generated leads by improving follow-up and conversion.
  • LeadPI — Lead Quality Intelligence & Provider Verification
  • Lack of Transparency in Lead Quality: Helps businesses evaluate lead providers using independent quality indicators and performance information.
  • Difficulty Comparing Lead Providers: Creates a more consistent framework for evaluating lead sellers using quality scores, ratings, and available performance data.
  • Uncertainty About Lead Seller Credibility: Provides verification badges and quality indicators that help distinguish participating lead providers.
  • Unverified Lead Volume Claims: Supports verification of lead volume through LeadExec integration.
  • Limited Lead Quality Benchmarking: Helps lead providers understand how their quality indicators compare with other participating providers.
  • Difficulty Identifying Reliable Lead Sources: Helps lead buyers research and evaluate potential lead providers before purchasing.
  • Lack of Historical Quality Visibility: Provides quality trends that help identify changes in provider performance over time.
  • Limited Independent Validation: Gives lead sellers a way to demonstrate quality and credibility through third-party performance indicators.
  • Disconnected Quality and Reputation Data: Brings lead quality scores and customer review information into a unified evaluation framework.

Core capabilities Brand-provided · 2026-10-16

  • LeadExec — Lead Distribution & Monetization
  • Automated lead capture, ingestion, validation, and distribution
  • Real-time lead routing and buyer matching
  • Rules-based lead distribution and delivery workflows
  • Lead selling and buyer management
  • Ping/Post lead distribution and bidding
  • Lead marketplaces and revenue optimization
  • Geographic and territory-based lead routing
  • Lead orders, volume allocation, and delivery management
  • Lead returns and rejection management
  • Lead source, campaign, and affiliate management
  • Lead delivery tracking, reporting, and performance analytics
  • API integrations and automated lead delivery
  • SalesExec — Lead Management & Sales Engagement
  • Lead capture and centralized lead management
  • Push and Pull lead distribution
  • Automated lead prioritization, recycling, and reassignment
  • Lead scoring and sales workflow automation
  • Integrated calling, click-to-dial, and power dialing
  • SMS and email communication
  • Automated lead nurturing and follow-up
  • Appointment scheduling and activity management
  • Sales agent assignment and workload management
  • Customizable workflows, statuses, and dispositions
  • Lead source and marketing campaign attribution
  • Call center and inside sales performance reporting
  • Sales dashboards, agent scoreboards, and conversion analytics
  • Multi-branch and enterprise sales team management
  • API integrations with external lead sources and business systems
  • LeadPI — Lead Quality Intelligence & Performance Benchmarking
  • Lead quality scoring and performance intelligence
  • Lead provider and seller performance benchmarking
  • Independent lead quality verification
  • Lead quality ratings and verification badges
  • Lead quality and customer review analysis
  • Lead quality trend monitoring
  • Lead provider comparison and discovery
  • Verified lead volume through LeadExec integration
  • Aggregate lead performance reporting
  • Lead seller transparency and credibility indicators

Products / SKUs Brand-provided · 2026-10-16

LeadExec; SalesExec; LeadPI

Pricing Brand-provided · 2026-10-16

  • LeadExec Starter account: free forever, no fees, no time constraints, no credit card required; includes up to 250 leads per month. LeadExec also offers optional AI-powered chatbot or voice with per-minute and per-chat pricing. SalesExec pricing is not stated; a free trial and demo are offered. LeadPI pricing is not stated.
  • LeadExec
  • Starter 0 - 250 leads a month
  • Growth $660 - up to 10,000 leads a month
  • Agency $1,320 - up to 50,000 leads a month
  • Premium $2,000 - up to 100,000 leads a month
  • SalesExec
  • Standard - $55 per month per user (pre-configured workflow, standard support)
  • Advanced - $72 per month per user (configurable workflow, dedicated support)

Audience

Target industry Brand-provided · 2026-10-16

Lead sellers, lead buyers, performance marketers, sales teams, call centers, and enterprise organizations

Customer base Brand-provided · 2026-10-16

More than 14,000 users at companies including Rentokil, Terminix, and TruGreen. The site also identifies LeadsGiant.Com, The Pittman Group, and FloodSimple Insurance Services as LeadExec customers.

Ideal customer profile Brand-provided · 2026-10-16

Businesses that need to capture, distribute, sell, manage, and convert leads in real time, including lead sellers, lead buyers, enterprise organizations, performance marketers, sales teams, call centers, and lead-generation businesses.

Use cases Brand-provided · 2026-10-16

  • LeadExec — Lead Distribution & Monetization
  • Real-Time Lead Distribution: Automatically route inbound leads to buyers, partners, or sales organizations based on business rules, geography, and eligibility.
  • Ping/Post Lead Selling: Enable lead buyers to evaluate opportunities and submit bids before receiving complete lead information.
  • Lead Monetization: Sell exclusive or shared leads to multiple buyers while managing distribution priorities and revenue.
  • Lead Buyer Management: Configure buyer requirements, delivery methods, lead volumes, and routing rules.
  • Lead Aggregation: Collect leads from multiple websites, affiliates, publishers, and marketing partners for centralized distribution.
  • Geographic Lead Routing: Match leads to buyers based on ZIP codes, states, territories, and service areas.
  • Lead Delivery Monitoring: Track accepted, rejected, and failed deliveries to troubleshoot integrations and improve performance.
  • Lead Campaign Management: Manage lead sources, distribution campaigns, buyer performance, and revenue reporting.
  • SalesExec — Lead Management & Sales Engagement
  • Inbound Lead Management: Capture, organize, prioritize, and manage leads generated from websites, advertising, lead providers, and other sources.
  • Call Center Lead Distribution: Automatically assign leads to sales representatives using Push Distribution or prioritized Pull Distribution queues.
  • Lead Recycling: Return unworked or neglected leads to the sales queue for additional contact attempts.
  • Speed-to-Lead Optimization: Help inside sales teams respond to new inquiries quickly through automated assignment and integrated calling.
  • Lead Conversion Optimization: Improve contact rates, appointment setting, and sales conversions using structured workflows and follow-up.
  • Power Dialing & Sales Engagement: Enable sales teams to call, text, email, and manage prospect communications from a centralized platform.
  • Home Services Sales Operations: Manage inbound inquiries, appointment setting, follow-up, and lead conversion for pest control, HVAC, lawn care, and other home services businesses.
  • Multi-Branch Sales Management: Manage leads, agent assignments, workflows, and reporting across multiple locations or teams.
  • Lead Nurturing & Winback Campaigns: Reengage unconverted leads, past customers, and aging opportunities.
  • Sales Performance Reporting: Track contact rates, lead conversion, agent productivity, and marketing source performance.
  • LeadPI — Lead Quality Intelligence & Verification
  • Lead Provider Evaluation: Help businesses research and compare lead sellers using quality scores, ratings, and verification indicators.
  • Lead Quality Benchmarking: Compare participating providers using aggregate quality metrics and performance trends.
  • Lead Seller Verification: Help lead providers demonstrate credibility through quality badges and verification indicators.
  • Lead Volume Verification: Validate participating lead providers' volume through LeadExec integration.
  • Lead Source Due Diligence: Support buyers evaluating potential lead providers before establishing purchasing relationships.
  • Lead Quality Trend Analysis: Monitor changes in aggregate quality scores and provider performance over time.
  • Lead Seller Reputation Management: Help providers communicate quality and credibility through verified performance indicators.
  • Combined ClickPoint Use Case
  • Businesses that generate, buy, sell, distribute, or convert high volumes of leads use ClickPoint's specialized platforms to manage the lead lifecycle. LeadExec supports lead distribution and monetization, SalesExec supports sales engagement and conversion, and LeadPI supports lead quality intelligence and provider evaluation.

Customer outcomes Brand-provided · 2026-10-16

  • LeadExec — Lead Distribution & Monetization
  • Increase lead revenue by improving buyer matching, distribution efficiency, and monetization opportunities.
  • Improve lead delivery speed and successful delivery rates through automated, rules-based routing.
  • Reduce revenue lost to rejected, undelivered, or improperly routed leads.
  • Increase operational efficiency by automating lead ingestion, buyer allocation, and delivery workflows.
  • Scale lead distribution operations without proportionally increasing administrative overhead.
  • Improve visibility into buyer performance, lead source profitability, and campaign revenue.
  • Maximize the value of generated and purchased leads through more effective distribution strategies.
  • SalesExec — Lead Management & Sales Engagement
  • Increase lead contact rates through faster response times, prioritized calling, and automated follow-up.
  • Improve lead-to-appointment and lead-to-sale conversion rates.
  • Reduce wasted leads through Pull Distribution, automated lead recycling, and consistent follow-up.
  • Increase sales representative productivity by reducing manual lead selection and administrative work.
  • Improve call center efficiency and accountability through standardized workflows and performance reporting.
  • Generate more revenue from existing marketing and lead acquisition investments.
  • Improve visibility into agent performance, marketing effectiveness, and sales conversion.
  • Support consistent sales execution across multiple branches, teams, and locations.
  • Documented SalesExec Customer Results
  • Rentokil reported an improvement in internal lead contact rates from 22% to 66%.
  • EcoShield reported an improvement in lead conversion rates from 33% to 58%.
  • LeadPI — Lead Quality Intelligence & Verification
  • Make more informed lead purchasing decisions using quality scores, provider comparisons, and verification indicators.
  • Reduce uncertainty when evaluating unfamiliar lead providers.
  • Improve transparency and confidence in lead sourcing relationships.
  • Help lead sellers demonstrate credibility and differentiate themselves through quality verification.
  • Identify changes in aggregate lead quality and provider performance over time.
  • Support better lead sourcing decisions using quality intelligence alongside customer reviews.
  • Overall Customer Outcome
  • ClickPoint helps lead-driven businesses generate more value from every lead by improving distribution efficiency, increasing sales contact and conversion rates, reducing operational waste, and providing greater transparency into lead quality and performance.

Landscape

Competitors Brand-provided · 2026-10-16

Differentiation Brand-provided · 2026-10-16

Unlike traditional CRMs and standalone lead management tools, ClickPoint Software specializes in the complete lead lifecycle for high-volume, lead-driven businesses. LeadExec focuses on sophisticated lead distribution, Ping/Post, buyer management, and monetization. SalesExec helps inside sales teams and call centers maximize conversion through Push/Pull lead routing, automated lead recycling, and integrated sales engagement. LeadPI provides lead quality intelligence, provider benchmarking, and verification. ClickPoint delivers purpose-built solutions rather than generic CRM functionality.

Unique advantage Brand-provided · 2026-10-16

ClickPoint Software combines nearly 20 years of lead management expertise with three specialized platforms spanning the lead lifecycle. LeadExec automates complex lead distribution, Ping/Post transactions, and lead monetization. SalesExec differentiates through intelligent Push/Pull lead distribution, automated lead recycling, and integrated sales engagement designed to maximize contact and conversion rates. LeadPI adds lead quality intelligence, provider benchmarking, and verification. Together, these solutions help businesses distribute, convert, and evaluate leads through one technology provider.

Page last updated 2026-10-17.