Platform Overview
An introduction to the LeadSail lead management platform.
LeadSail Platform Overview
LeadSail is a comprehensive lead management platform that handles the entire lifecycle of a lead — from submission and qualification through delivery and follow-up.
Core Workflow
- Leads are submitted via API, CSV import, or manual entry
- Campaigns route leads to the right buyers using configurable routing rules
- Qualification rules filter out unqualified leads before delivery
- AI agents (voice and SMS) engage leads in real-time conversations
- Delivery endpoints send qualified leads to buyers via HTTP, FTP, or SFTP
- Post-call pipelines extract data from conversations and trigger follow-up actions
Key Concepts
- Clients — The buyers who purchase leads
- Offers — Products or services a client wants leads for
- Campaigns — The central unit that ties everything together: routing rules, qualification, delivery, and automation
- Leads — Contact records that flow through the system
- Submissions — Individual processing attempts for a lead against a campaign
Get started with the Quickstart Guide.