LeadExec
clickpointsoftware.comLead distribution with buyer eligibility, delivery recovery and routing history
Lead distribution with buyer eligibility, delivery recovery and routing history
Add sourcing to an existing applicant tracking system or run recruiting in Gem's own platform.
Retail email campaigns with reusable language variants
Recruiting relationships and applicant workflows with configurable onboarding
Give agency clients a branded portal for requests, project status, time, and billing.
Insurance sales pipelines with timed communication and internal tasks
Review sales replies by campaign, sender, client and team member in one inbox
Mapped sales accounts with route planning and meeting follow-up tools
Sales visit plans with route or customer assignments and recurring schedules
Sales beat plans that retain visits and reasons for zero orders
Customer deal workspaces created from governed sales playbooks
Sales competitions with explicit metrics, participants and publishing controls
Queue-based sales work with adaptive scripts and timed follow-up
Interactive proposals with required packages, optional extras, and buyer-selected quotes
Legal intake statuses that create role-owned follow-up tasks
Adaptive forms with conversational questions and response analysis
Automate one-to-one and group meeting scheduling alongside video calls and meeting preparation.
Model-based end-to-end test automation for enterprise applications and business workflows.
Manage projects and workflows on configurable boards with team views, templates, and automations.
Customer records and sales follow-up with tailored calendars and permissions
Manage replies, call tasks and manual drafts in the same sales conversation queue