🎯 Lead Assignment

Assign it. Track it. Close it.

Assign leads to team members and see exactly who's following up on what.

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✓ 14-day free trial ✓ No credit card ✓ Running in 5 minutes
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One price per plan
A 5-person team pays $290/yr flat. Competitors charge that per seat.
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Set up in minutes
No training, no consultant. Add a lead, set a reminder, done.

Sound familiar?

New lead comes in. You forward it to the team. Two reps call the same person. Another lead sits untouched for a week because everyone assumed someone else had it.

  • Leads get double-called (embarrassing)
  • Leads get no-called (expensive)
  • No visibility into who owns what
📅

Job scheduling

Create jobs, assign to your team member, and track every job to completion.

Time tracking

Log billable hours per job. One click converts time entries to an invoice line item.

📄

Expense tracking

Track materials and costs per job for accurate profitability on every project.

Assign leads. Track ownership. See the pipeline.

Every lead has an owner. Everyone knows their list.

👤

Assign on import

New lead? Assign it to a rep immediately. They see it in their list, you see it in the pipeline.

📊

Filter by owner

See all leads, or just one rep's leads. Perfect for 1:1s and pipeline reviews.

🔄

Reassign easily

Rep leaves? Reassign their leads in bulk. No leads fall through.

📋

Shared history

Anyone can see the notes, calls, and quotes on any lead. Easy handoffs.

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Add your team in 10 minutes.

How it works

1

Import or add leads

Bulk upload or add one at a time. Each lead gets an owner.

2

Assign to a rep

Dropdown to pick who owns it. Reassign anytime.

3

Each rep sees their list

Filter by assignee. Daily reminders go to the right person.

Lead assignment on Starter and Pro

$290/year for 5 users. Not $290 per seat.

Solo

1 user · 100 leads

$99.99 /year

or $9.99/month

  • Lead tracking + pipeline
  • Quotes + invoicing
  • Follow-up reminders
  • Communication log
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Pro

Up to 25 users + leads

$790 /year

or $79/month

  • Everything in Starter
  • Automated outreach
  • Lead scoring
  • Priority support
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One flat price per plan. Cancel anytime.

✓ All plans include lead tracking, quotes, invoices, and reminders. Pick the plan that fits your team size.

Why assignment matters

Without clear ownership, leads fall through. With it, every rep knows their list, managers see the pipeline, and customers get called once — by the right person.

Per-org pricing

On Pipedrive, adding a 5th rep costs another $39/month. On LeadWiseSystem, it costs $0. Hire when you need to.

Start Your Free Trial

Assign your first lead today.