Introducing Aubrey
Meet the newest member of the goBluebird team: Aubrey, the AI sales assistant helping your reps close while keeping you in the loop.
Find out more…
Ensure every lead is instantly matched and offered to the right person
Frictionless adoption
Multi model routing
Advanced geolocation rules
Operating hours
Coalescing
Teams
Collect real-time feedback and deal progress from external reps
Action logging
Follow up reminders
To-do lists
Gamification
Purchase order capture
Deliver dynamic tools to boost response speed and close rates
Performance scoring
AI sales assistant
Lead enrichment
Battle cards
Calendar availability integration
Seamlessly connect with CRMs and other systems to surface insights and enable end-to-end visibility
Remote CRM population
Direct lead integration
Data analysis
Lead enrichment
Analytics
goBluebird’s Advanced Routing Engine is purpose-built to ensure every lead is matched with the most qualified seller—quickly, intelligently, and at scale. It goes far beyond traditional methods like round robin or territory-based assignment by using a dynamic set of criteria to evaluate each lead and available seller in real time. This includes factors like geography, product expertise, past performance, current capacity, and response behaviour.
The system continuously learns from outcomes, adjusting routing decisions to favour reps who are more likely to engage and convert.
And because external salespeople can be hard to convince to adopt new tools, Bluebird ensures frictionless adoption with no-login-required access. Leads are delivered instantly via SMS and email, so reps can engage and respond from wherever they are, without ever logging into a platform.
It’s fast, smart, and invisible—just the way they like it.
goBluebird supports a range of lead routing methodologies tailored for distributed sales networks. These include round robin (even lead distribution), territory-based (by region or assignment), fastest finger (first to claim), and priority-based (ranking reps by fit, performance, or availability). Bluebird also offers a Smart Round Robin option—where leads are offered in sequence like traditional round robin, but only to agents who meet a minimum score based on skillset, capacity, and responsiveness. For maximum efficiency, Bluebird’s AI-powered dynamic routing continuously evaluates every lead and seller in real time to ensure the best match for conversion. All methods are customizable and frictionless, delivered via SMS and email with no login required.
We built goBluebird with frictionless adoption at its core—because we know that distributed, non-owned sales reps are hard to control and even harder to onboard into new systems. That’s why there are no logins, no apps to install, and no portals to learn. Leads and follow-ups are delivered directly via SMS and email, so reps can engage instantly from their phone—wherever they are. By meeting sellers where they already work, Bluebird drives high engagement and data capture without ever disrupting their workflow.
goBluebird’s geolocation capabilities ensure leads are matched with the right seller based on real-time location intelligence. Key features include:
Location-Based Routing: Automatically routes leads to reps based on their proximity to the lead or defined sales territories.
Dynamic Radius Matching: Set flexible distance rules to assign leads within a specific geographic range.
Multi-Territory Support: Handle overlapping territories and complex regional rules with precision.
Fallback Logic: If a local rep is unavailable, Bluebird can escalate to nearby or regional reps based on routing priorities.
This geolocation layer ensures fast, relevant assignments—boosting conversion rates and reducing lead decay.
goBluebird’s Skills-Based Routing and Tag Scoring ensure leads go to the most qualified reps. Skills and tags (like “Commercial”, “Product Line A” or “Price Range”) are assigned to reps and leads, with each tag carrying a weighted score. Bluebird calculates a match score in real time, routing leads to the best-fit rep based on expertise and compatibility—powering smarter, higher-converting assignments.
Performance Scoring tracks how reps engage with the platform—response time, follow-up rates, and outcomes—to prioritize top performers. To keep things fair, Anti-Starve Logic ensures low-volume agents still get leads, so no one is left behind due to lower activity or opportunity.
Enrichment-Based Routing allows leads to be updated with new data—like deal size, product interest, or urgency—by anyone in the workflow. Once enriched, Bluebird can reroute or reprioritize the lead based on that updated info, ensuring it always lands with the right rep for the job.
goBluebird respects off-hours by holding leads outside of business times and gradually releasing them as the workday begins—using a configurable ramp-up period to avoid overwhelming agents all at once. Reps can also set their own availability, so leads are only sent when they’re ready to respond. The result: better timing, higher engagement, and less lead fatigue.
goBluebird Teams enable administrators to organize agents into structured groups—such as by region, product line, or partner organization—for more precise lead routing and performance management. Each Team can have customized routing rules, ensuring leads are directed to the most appropriate group based on specific criteria. Within a Team, leads can be assigned using various methodologies, including round robin, skills-based, or priority-based routing. This setup allows for tailored lead distribution strategies that align with the unique needs of each Team. Additionally, goBluebird Teams facilitate granular performance monitoring, allowing managers to track response times, engagement rates, and conversion metrics at the Team level, thereby enabling data-driven decisions to optimize sales strategies.
Billable Tags in goBluebird allow leads to be priced dynamically based on their content—such as location, product type, or urgency. When a lead includes a billable tag, agents can instantly view the price and choose to purchase it on the spot. This gives organizations flexible monetization options while ensuring leads are matched with motivated reps.
goBluebird provides administrators with comprehensive oversight tools to manage and optimize lead distribution effectively. Key capabilities include:
Lead Management: Admins can edit lead details and manually reassign leads to different agents, ensuring flexibility in lead handling.
Agent Activity Monitoring: The platform allows tracking of agent engagement, showing who is accepting leads and who isn’t, facilitating performance assessments.
Lead Funnel Visualization: Admins have access to a high-level view of the entire lead funnel, offering insights into lead progression and conversion rates.
These features empower administrators to maintain control over the sales process, ensuring leads are handled promptly and efficiently.
goBluebird’s Conversion Capture closes the feedback loop between lead distribution and revenue by collecting real-time updates from the field—without disrupting how external sellers work.
Once a lead is routed, Bluebird follows up intelligently, prompting reps to report on progress at key stages: contacted, qualified, in progress, won, or lost. These check-ins happen via lightweight, mobile-friendly SMS and email interactions—no portals, no logins, no app downloads.
This approach dramatically improves response rates and data completeness, giving sales leaders and marketing teams clear visibility into what’s happening after the handoff. By surfacing deal status, reasons for loss, and timing insights, Conversion Capture turns your extended sales network into a source of actionable intelligence, enabling better forecasting, faster optimizations, and higher ROI on every lead.
goBluebird’s Sales Optimization is designed to actively improve the performance of your distributed sales network by delivering the tools and insights reps need to respond faster, engage better, and close more deals.
It starts with real-time alerts and lead timers that create a sense of urgency, helping sellers prioritize hot leads before they go cold.
goBluebird also provides dynamic guidance—surfacing key details about the lead, recommended next steps, and even past engagement history—to equip reps with context at the moment of contact.
For network managers, optimization features include configurable escalation paths, performance tracking, and leaderboard-style visibility, so you can reward responsiveness and coach underperforming reps. The result is a self-improving ecosystem where faster response times, stronger follow-up, and consistent accountability drive higher win rates—without ever needing to chase reps down or guess what’s happening in the field.
Performance Scoring in goBluebird tracks how effectively each agent engages with leads—measuring key actions like acceptance rate, response time, follow-up consistency, and to-do completion. These scores are used to prioritize top performers in routing decisions, highlight coaching opportunities, and ensure accountability across the network. It’s a built-in way to reward engagement and drive continuous improvement.
goBluebird’s calendar integration helps ensure leads are only routed to agents who are actually available. By syncing with agents’ calendars, the system can detect availability in real time—avoiding routing to reps who are in meetings, on vacation, or otherwise unavailable. This boosts response rates, reduces lead decay, and ensures every opportunity gets a timely follow-up.
goBluebird’s Data Integration ensures that everything happening across your distributed sales network is captured, connected, and visible within your existing systems. It seamlessly integrates with CRMs, marketing automation platforms, and reporting tools to sync lead activity, conversion updates, and rep performance metrics—creating a unified, end-to-end view of your sales funnel.
Whether it’s pushing accepted leads into your CRM with enriched routing data, updating deal stages based on rep feedback, or triggering workflows based on lead outcomes, goBluebird ensures your core systems stay up to date without manual input. APIs, webhooks, and pre-built connectors make deployment flexible and scalable. And with built-in analytics, you gain immediate insight into response times, engagement patterns, conversion bottlenecks, and ROI across your entire network.
In short, the Data Integration tier turns raw lead activity into actionable intelligence—fuelling better decisions, smarter marketing, and tighter alignment between internal teams and external sellers.
goBluebird provides deep roster performance analysis by tracking every key metric across your sales network. It measures agent activity like lead acceptance rates, response times, follow-ups, conversion outcomes, to-do completion, and opportunity value. These insights are visualized in the dashboard, making it easy to compare performance across individuals, teams, or regions. With this data, managers can identify top performers, coach underachievers, and optimize lead distribution to drive better results across the board.
Bluebird’s patented lead management system makes your sales team faster, smarter and more accountable.
5X Increase in conversion rates when contact is made within 5 minutes.
At Bluebird, we’re not just a vendor – we’re your trusted partner in lead management success. With our comprehensive support offerings and commitment to your satisfaction, you can trust us to help you achieve your goals and drive business growth effectively.
The patented parsing & scoring engine matches lead contents to sales roster profiles, taking into consideration your business rules, metadata, geo, historical performance etc.
Leads are offered to matched sales reps via the tools they already use – SMS & Email.
This provides the fastest possible path from customer to actioned lead. There are no barriers to lead distribution.
Exclusive lead opportunity windows mean sales people actually accept leads rather than just being given them.
This means you know who is working a lead.
You get real-time data on lead status, program and partner performance.
Get the full picture of what is happening with a lead post acceptance.
Set reminders, find out conversion values, see funnel progress, customize follow up cadences and more.
View lead performance across all your campaigns. Track performance of regional business units or individual salespeople.
See who is being offered leads. Get direct contact with lead handlers and track lead conversion progress.
See all your leads on a realtime map view. Filter by source, campaign, agent and more.
Create reports based on criteria you define. Automate report delivery to decision makers outside of the Bluebird platform.
We believe in deploying lead management technologies that increase productivity and scalability while remaining transparent and configurable.
Generative AI to score and reorganize lead data.
Lead enrichment and pre-qualification scoring.
Patented narrow AI lead score and routing algorithm follows business rules you define.
On the fly agent performance based scoring.
Machine learning routing engine.
Post acceptance generative AI agent assistance tools.
From lead generation to business analytics Bluebird captures data effortlessly and informs your other platforms.
With Bluebird’s professional services, unlock the full potential of your lead management strategy and achieve unparalleled success in converting leads into valuable customers.
We analyze your existing lead structure and provide tailored recommendations to enhance efficiency and effectiveness in lead management.
We help you integrate Bluebird with your Customer Relationship Management (CRM) systems and optimize data flow to streamline lead management and improve customer interactions.
We work with you to seamlessly integrate Bluebird with your lead capture systems to ensure a smooth flow of leads into your pipeline.
Our experts assist in setting up and managing targeted campaigns to attract and convert leads effectively, leveraging our AI technology for optimized results.