Salesforce Lead Management | Lead Distribution & Assignment

Trusted by the Best Worldwide

Smarter Salesforce Agent and Lead Management

Availability Management

Agents set status (Online, Away, Offline) to control call flow and display real-time availability. Supports agent management and improves Salesforce lead management efficiency across teams.

Automated records creation

Inbound calls generate lead records automatically, reducing manual entry and ensuring no opportunity is lost. Supports automated lead capture and lead distribution to the right agent for faster follow-up.

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Why Intelligent Salesforce Lead Management?

step-01:

No Missed
Opportunities

Automated lead capture records every inbound call instantly, eliminating manual data entry and accelerating Salesforce lead management.

Step-02:

Higher Customer Satisfaction

Callers are routed to the best-suited agent, reducing wait times and improving experience. Strengthens agent management for personalized interactions.

Step-03:

Optimized
Workflows

Automation of lead capture and agent availability reduces manual tasks and improves focus on meaningful customer interactions. Enhances Salesforce lead distribution software efficiency.

AI-Led CTI Built to Rule Lead Management

14+

Years of Trust

Zero

Integration Hassle

100%

Free Support

No-Code

Telephony Solution

Salesforce-Native

Telephony

100%

Data Security

Hear What Our Customers Say

★ ★ ★ ★ ★

Better than 5 other apps, A GREAT CTI.!

I've implemented 5 different CTI solutions for consulting clients— this one is by far my favorite.

Daniel Howell

Systems Administrator

★ ★ ★ ★ ★

A TIME-SAVING Product and Setup

This app is a time saver, keeps everything in line with your follow-up needs, and is not over-complicated

Mike Adams

Founder and President at Smart Stays Inv Smart Stays Inc

★ ★ ★ ★ ★

Awesome tech support

Always quick, & friendly. Ashutosh & Mayank went above & beyond. Thanks

Gerald Maguire

Sr Mortgage Advisor

★ ★ ★ ★ ★

Dependability and provides the best native salesforce solution

I have worked with multiple enterprise calling solutions in the past and 360CTI beats them on dependability and provides the best native salesforce solution I have seen in the industry! This is a well developed calling solution that works well across industries and provides enterprise quality at affordable prices! Cant wait to see what's coming next!

Rachel Reece

System Administrator

★ ★ ★ ★ ★

It is easy to implement and navigate

This app has been great for our team. It is easy to implement and navigate and the 360 team is very responsive in setting up and training. Thank you Gourav, Sahil, Anu, Josh, & Rachel.

Christina Duncan

Transaction Manager

★ ★ ★ ★ ★

Very quick and accurate when answering a call.

Pankaj has been on top of things during the demo, implementation, and testing phases. Any issues we have had were dealt with quickly by top-notch support. Thanks to Kshitij Gajbhiye, Ankita Kanwar, and the others who have helped us along the way.

Chris Bullion

Engineering Director

★ ★ ★ ★ ★

Fully native CTI app for Salesforce.

Finally a fully native CTI app for Salesforce. Do yourself a favor and trial this app. You will not be disappointed. The time based call routing is awesome -- last communicator, record, owner, simultaneous ring -- it is all there. Price is more than reasonable, but more importantly the functionality is there. Given that this is the one reasonably priced, and more importantly fully functional, I highly recommend this app

Josh Rodgers

COO

★ ★ ★ ★ ★

A wonderful CTI created by the team.

An amazing experience to the customer. Great working with them. Highly recommended to customers looking to add CTI to their Salesforce environment.

Sabbas Pereira

Director

★ ★ ★ ★ ★

Great Solution for Calling.

We recently switched from "Ameyo" to "360 CTI" and have found the experience largely positive. The overall support from the team has been good, but the assistance provided by Shivam Sharma and Atul Singh has been excellent. I sincerely value their support and highly recommend them. I hope to receive the same level of support in the future as well.

Arun Narvekar

Developer

★ ★ ★ ★ ★

360 CTI Simplified Client Follow-Ups and Improved Customer Service!

In the real estate business, staying in touch with clients quickly and efficiently is crucial. With 360 CTI, we’ve seen improvements in both our client follow-up and customer service processes. The IVR system automatically routes calls to the correct agent, improving our response times. We’ve also used Call Automation to schedule follow-up calls with potential buyers, making the entire process seamless. The result? More engaged clients and faster deal closures, increasing our sales conversions.

Anchal Pal

Administrator

FAQs

FAQs About Salesforce Agent & Lead Management

Yes. Salesforce lead management adjusts lead distribution automatically to available agents. When an agent goes offline or reaches capacity, incoming leads are redirected to the next available agent based on the configured distribution rules — round robin, skill-based, or territory-based. No manual reassignment is needed, and no lead sits unassigned while agents are available elsewhere in the team.

Automated lead capture ensures every inbound lead is logged and assigned immediately, reducing missed follow-ups. Every call from an unrecognized number automatically creates a lead record in Salesforce with the call details, timestamp, and agent assignment attached. Because the record is created at the moment of the call — not manually afterwards — there is no gap between a lead calling in and a rep being assigned to follow up.

Yes. Salesforce lead management integrates seamlessly with existing CRM workflows for leads, contacts, and opportunities. Lead records created through 360 CTI follow the same Salesforce object structure as manually created records, so they work with existing assignment rules, validation rules, workflows, and reports. No custom objects or data migration is required — 360 CTI writes directly to standard Salesforce fields.

Yes. 360 CTI's lead management workflows scale to thousands of leads and multiple teams. Distribution rules apply across simultaneous inbound calls using the same configuration, so the system handles high call volume without performance degradation. Admins manage all routing and assignment logic from a single Salesforce configuration that applies consistently regardless of team size.

360 CTI preserves existing records, ensuring Salesforce lead management continuity without data loss during migration. The application activates on top of existing Salesforce data without migrating, moving, or duplicating any records. Historical lead data, activity logs, and pipeline records remain untouched, and new 360 CTI activity is added going forward without overwriting anything already in the CRM.

Managers can monitor dashboards for agent availability, response times, and lead outcomes, improving agent management and Salesforce lead capture efficiency. Every lead created through 360 CTI includes a timestamp and agent assignment record stored as native Salesforce fields, making response time reporting straightforward inside standard Salesforce dashboards. Managers identify which agents respond fastest, which leads go uncontacted, and where distribution rules need adjustment — all from inside Salesforce.

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Improve Sales with Salesforce Lead & Agent Management

Trusted by the Best Worldwide

Smarter Salesforce Agent and Lead Management

Availability Management

Automated records creation

Why Intelligent Salesforce Lead Management?

No Missed
Opportunities

Higher Customer Satisfaction

Optimized
Workflows

AI-Led CTI Built to Rule Lead Management

14+

Zero

100%

No-Code

Salesforce-Native

100%

Hear What Our Customers Say

Daniel Howell

Mike Adams

Gerald Maguire

Rachel Reece

Christina Duncan

Chris Bullion

Josh Rodgers

Sabbas Pereira

Arun Narvekar

Anchal Pal

FAQs

Turn Every Lead into Action with Smarter Lead Distribution

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Features

Solutions

Improve Sales with Salesforce Lead & Agent Management

Trusted by the Best Worldwide

Smarter Salesforce Agent and Lead Management

Availability Management

Automated records creation

Why Intelligent Salesforce Lead Management?

No Missed Opportunities

Higher Customer Satisfaction

Optimized Workflows

AI-Led CTI Built to Rule Lead Management

14+

Zero

100%

No-Code

Salesforce-Native

100%

Hear What Our Customers Say

Daniel Howell

Mike Adams

Gerald Maguire

Rachel Reece

Christina Duncan

Chris Bullion

Josh Rodgers

Sabbas Pereira

Arun Narvekar

Anchal Pal

FAQs

Can 360 CTI automatically redistribute leads when an agent is unavailable or overloaded?

How does 360 CTI prevent lead leakage and ensure timely follow-ups?

Does 360 CTI integrate with existing Salesforce lead, contact, and opportunity workflows?

Is 360 CTI's lead management scalable for high-volume teams across large sales operations?

What happens to existing Salesforce leads during migration — is there any data disruption?

How can managers track agent performance and lead response times in Salesforce?

Turn Every Lead into Action with Smarter Lead Distribution

No Missed
Opportunities

Optimized
Workflows