Salesforce Lead Management For Intelligent Agent Coordination

Trusted by the Best Worldwide

Smarter Salesforce Agent and Lead Management

Availability Management

Enable agents to set availability (Online, Away, Offline) to control call flow and display real-time status for efficient handling and balanced workloads.

Automated records creation

Salesforce automated lead capture helps generate lead records for new inbound calls, eliminating manual entry and ensuring no potential opportunity is missed.

Want to upgrade
calls with AI?

Why Intelligent Salesforce Lead Management?

step-01:

No Missed
Opportunities

Automated lead creation captures every new inbound call instantly, eliminating the need for manual record creation and accelerating call operations.

Step-02:

Higher Customer Satisfaction

Callers are quickly redirected to the best-suited available agent based on their availability status, reducing wait times and improving their experience.

Step-03:

Optimized
Workflows

Automating lead capture and agent availability management minimizes manual tasks, allowing teams to focus on meaningful customer interactions.

AI-Led CTI Built to Rule Lead Management

13+

Years of Trust

Zero

Integration Hassle

100%

Free Support

No-Code

Telephony Solution

Salesforce-Native

CTI

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. Lead distribution adjusts automatically based on agent status—Online, Away, or Offline—ensuring smooth Salesforce CRM lead distribution. Leads are reassigned to available agents to avoid bottlenecks, making it a reliable Salesforce agent management and lead management software.

Lead leakage is minimized through AI calling, AI conversing, and automated follow-up management. New leads can be auto-engaged, and agents can schedule callbacks or due dates. This streamlines Salesforce lead management, ensuring every lead receives timely attention and consistent engagement.

Yes. Being fully Salesforce-native, it syncs call activities, dispositions, and follow-ups automatically without disrupting current workflows. Teams continue working within familiar Salesforce lead management, contact, and opportunity processes while benefiting from AI-assisted follow-ups and improved CRM lead distribution.

Yes. The platform is built to scale, supporting automated Salesforce CRM lead distribution, AI-driven follow-ups, and real-time activity tracking. As a robust Salesforce lead management and agent management solution, it maintains consistent performance even as team size and lead volume grow.

All existing leads remain intact during migration. This Salesforce lead management solution integrates seamlessly, ensuring no data loss while enabling automated CRM lead distribution and AI-powered workflows. Teams continue operating without interruption.

Managers get detailed dashboards showing call volumes, missed calls, dispositions, user-wise performance, and daily patterns—supporting stronger Salesforce lead management. Time-stamped logs help monitor how quickly agents respond to and follow up with leads, improving overall performance and response speed.

Need more Info ?

Turn Every Lead into Action with Salesforce Agent Management

Have questions or want to know more about AI-powered 360 CTI?

Contact our Experts

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

13+

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 Salesforce Agent Management

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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

13+

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 the system automatically redistribute leads when an agent is unavailable or overloaded?

How does the system prevent lead leakage and ensure timely follow-ups?

Does it integrate smoothly with existing Salesforce lead, contact, and opportunity workflows?

Is it scalable for high-volume lead management across large sales teams?

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 Salesforce Agent Management

No Missed
Opportunities

Optimized
Workflows