Complete Leads is a Salesforce-native SaaS solution designed to automate and optimize lead management processes within Salesforce. It enables organizations to route inbound leads, deduplicate records, and assign leads, accounts, and cases based on customizable rules and real-time data. The platform supports mass deduplication, lead-to-account matching, territory and case assignment, and event-based notifications. Complete Leads allows business operations teams to update routing rules without code, ensuring agility and control. It also supports lead redistribution based on changes in intent data or campaign status, and provides tools for mass territory reassignment and seamless department handoffs. The solution is built to handle complex routing scenarios, including any-object routing, working hours scheduling, and audit logging, all while maintaining data security within Salesforce.

Key Features

Automated Lead Routing Routes new leads from various sources to the right owner or team.

• Supports form fields, list uploads, and manual creation
• Customizable routing rules, including territory and working hours

Deduplication and Data Cleansing Identifies and merges duplicate leads and accounts.

• Mass deduplication tools
• Ongoing duplicate detection and auto-merge

Lead-to-Account Matching Connects leads to existing accounts for account-based selling.

• Customizable match criteria and tiebreakers
• Hierarchy and any-object matching

Lead and Case Assignment Automates assignment of leads, accounts, and cases.

• Criteria-based assignment (e.g., skillset, round robin)
• Real-time redistribution based on intent or campaign status

Event-Based Notifications Sends alerts for critical sales events and follow-ups.

• Slack and email notifications for missed follow-ups, territory conflicts, and more

Mass Territory Reassignment Bulk updates account ownership and related records.

• Efficiently manages changes in territories or personnel

No-Code Workflow Management Allows business users to update routing and matching flows.

• Drag-and-drop interface
• Visual history log and audit trail

Benefits

Improved Speed-to-Lead and Conversion Ensures leads are routed and followed up quickly.

• Reduces manual lead assignment delays
• Increases conversion rates through faster response

Enhanced Data Quality and CRM Hygiene Maintains clean, accurate Salesforce data.

• Prevents duplicates and fragmented records
• Supports ongoing data cleansing

Operational Agility and Control Empowers business teams to manage routing without IT.

• No-code updates to rules and workflows
• Adapts quickly to changing business needs

Scalability and Flexibility Handles complex routing and assignment scenarios.

• Supports any Salesforce object
• Scales for organizations of any size