Lead Management to Capture, Qualify, and Convert More Leads

Capture every customer interaction, improve lead response time, and automate sales workflows with Salesforce lead automation, AI-powered lead management, and intelligent lead routing.

Salesforce Lead record with the 360 CTI softphone on a connected call, call activity logged, AI lead score and the lead assigned to an available agent

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Smarter Salesforce Lead and Agent Management

Manage every lead interaction with automated capture, intelligent routing, and agent visibility that helps sales teams respond faster and convert more opportunities.

Salesforce lead list view routing new leads to agents, with the 360 CTI agent status panel showing online, away and offline agents

Automated Lead Capture

Create Salesforce lead records automatically from inbound calls with customer details and interaction history.

Intelligent Lead Routing

Connect every lead with the right agent based on availability, skills, territories, and Salesforce lead routing rules.

Agent Availability Tracking

Monitor agent status in real time with Online, Away, and Offline modes to ensure leads reach available representatives.

Lead Qualification Insights

Understand customer requirements, capture important conversation details, and help sales teams prioritize valuable opportunities.

Smart Lead Assignment

Distribute incoming leads automatically and reduce delays with Salesforce lead automation workflows.

Sales Workflow Automation

Automate repetitive sales activities, CRM updates, and follow-up processes to improve team productivity.

Convert More Leads With Intelligent Sales Assistance

Use AI-driven capabilities to understand prospects, qualify opportunities, and help sales teams take faster action throughout the lead journey.

AI detecting lead intent, scoring the lead and saving a call summary to Salesforce

AI-Powered Lead Management

Analyze customer interactions and capture valuable lead information to help teams manage opportunities more effectively.

AI-Based Lead Qualification

Identify customer intent, requirements, and buying signals to help sales teams focus on the right prospects.

AI Sales Agent Assistance

Support sales representatives with real-time customer context, recommendations, and guided interactions.

Sales Conversation Summaries

Automatically capture key discussion points, outcomes, and follow-up actions from customer conversations.

Lead Intent Insights

Understand prospect needs and engagement patterns to improve qualification and sales decisions.

Connected Lead History

Keep customer interactions, activities, and qualification details linked with Salesforce records.

Why Intelligent Lead Management Matters

Improve sales efficiency with faster responses, better qualification, and complete CRM visibility.

Sales team availability, faster response times and accurate Salesforce records

Reduce Missed Opportunities

Ensure every customer interaction is captured and converted into a trackable Salesforce record.

Improve Response Times

Connect leads with available agents quickly to create better customer experiences.

Prioritize Valuable Leads

Use Salesforce lead qualification insights to help teams focus on relevant opportunities.

Simplify Sales Operations

Automate repetitive tasks and create consistent workflows across sales teams.

Improve Agent Performance

Provide representatives with the right customer context before every conversation.

Maintain CRM Accuracy

Keep lead activities, conversations, and outcomes updated inside Salesforce.

AI-Led CTI Built for Smarter Lead Management

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100%Free Support
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100%Data Security

Designed For Teams Driving Faster Lead Conversion

Help sales and customer-facing teams capture, qualify, and distribute leads efficiently with Salesforce-connected workflows.

Contact Centers

Handle high volumes of inbound inquiries with intelligent lead routing, automated record creation, and faster customer response.

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Sales Teams

Capture new opportunities, qualify prospects faster, and automate follow-ups with complete lead visibility inside Salesforce.

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Customer Support

Track customer interactions, maintain complete lead history, and deliver personalized engagement throughout the customer journey.

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Distributed Teams

Enable teams across locations to manage leads efficiently with connected Salesforce workflows and consistent processes.

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Hear From Our 360 CTI Users

Reviews from verified customers on the Salesforce AppExchange.

★★★★★

Fully native CTI app for Salesforce.

Finally a fully native CTI app for Salesforce. The time based call routing is awesome — last communicator, record, owner, simultaneous ring. Price is more than reasonable, but more importantly the functionality is there.

JR

Josh Rodgers

COO
★★★★★

Dependability and the best native Salesforce solution

I have worked with multiple enterprise calling solutions in the past and 360 CTI beats them on dependability. This is a well developed calling solution that works across industries and provides enterprise quality at affordable prices.

RR

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.

CD

Christina Duncan

Transaction Manager

Convert More Leads With Connected Salesforce Automation

Close opportunities faster, improve sales workflows, and help teams turn customer conversations into meaningful pipeline growth.

FAQs About Lead & Agent Management

What is lead management software and how does it help sales teams?

Lead management software helps businesses capture, organize, qualify, and distribute leads throughout the sales process. 360 CTI connects customer interactions with Salesforce to automate lead capture, improve follow-ups, and help sales teams convert more opportunities.

How does 360 CTI support Salesforce lead automation?

360 CTI automates Salesforce lead management by creating lead records from inbound calls, capturing customer details, and connecting interactions with the right Salesforce records. This reduces manual entry and helps teams respond to leads faster.

How does AI lead management software improve lead qualification?

AI lead management software analyzes customer interactions to identify intent, capture important details, and provide insights that help sales teams prioritize valuable prospects. 360 CTI helps teams improve Salesforce lead qualification with conversation-based insights and automated workflows.

How does Salesforce lead routing work with 360 CTI?

Salesforce lead routing in 360 CTI automatically assigns incoming leads to the right agents based on availability, skills, territories, or configured routing rules. This helps reduce response delays and ensures leads reach the appropriate team members.

Does 360 CTI support AI sales agents for lead engagement?

Yes. 360 CTI supports AI sales agent capabilities that help automate customer interactions, provide real-time assistance, capture lead information, and support faster sales engagement.

Can 360 CTI scale for teams managing high volumes of leads?

Yes. 360 CTI is designed for teams handling large numbers of customer interactions. It supports automated lead distribution, Salesforce sales automation workflows, agent availability management, and centralized visibility across sales teams.

Salesforce CTI Insights & Calling Guides

Stay ahead with the latest guides, setup walkthroughs, and calling strategies, written for Salesforce admins and sales teams managing CTI inside Salesforce.

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