What ClickPoint Software does

ClickPoint Software is a privately held, founder-owned SaaS company founded in 2005 and headquartered in Scottsdale, Arizona that delivers lead distribution and lead management software for performance marketers, lead sellers, lead buyers, and sales teams operating call centers. The platform spans the lead lifecycle from capture and validation through routing, sales engagement, and provider quality verification, and is used across verticals including pest control, lawn care, home services, mortgage, education, solar, debt settlement, travel, and luxury brands. The company serves a mix of enterprise customers (Terminix, TruGreen, Steinway & Sons, Rentokil, ServiceMaster Clean, Merry Maids, American Home Shield) and a long tail of SMB and mid-market accounts.

The product portfolio is anchored by three core platforms: LeadExec (automated lead distribution with ping-post, HTTP post, email, and SMS delivery, including buyer management, lead scoring, and compliance automation), SalesExec (omni-channel lead management for sales teams and call centers with power dialing, IVR workflows, email/SMS marketing, and iOS/Android mobile apps), and LeadPI (an independent performance index for lead providers built from Trestle verification data covering 100+ verticals). Supporting modules include RingResponse (call capture and routing), One-to-One Consent (FCC compliance), Pay-Per-Call, and a REST API. The platform is built on Microsoft Azure infrastructure using C#, JavaScript, AJAX, and .NET MVC, with JIRA for project management, and integrates with Trestle, IPQualityScore, DNC.com, Pure Caller ID, Zapier, TrustedForm, Journaya, Stripe, Authorize.net, and Nextiva.

ClickPoint operates a hybrid go-to-market combining product-led growth (a free LeadExec Starter tier capping at 250 leads per month with no time limit, plus a 30-day SalesExec trial) with sales-led enterprise engagement through personalized demos and white-glove onboarding. Revenue is generated primarily through subscription licensing of LeadExec and SalesExec with tiered pricing tied to lead volume, users, and features, supplemented by usage-based Pay-Per-Call and AI chatbot/voice fees, and lifetime-commission partner referrals. The company is incorporated in Delaware as ClickPoint Software, Inc., reports 11-50 employees distributed across Arizona, three U.S. states, and two continents, and is self-funded with no disclosed institutional investment.

Name

ClickPoint Software

Legal name

ClickPoint Software, Inc.

Website

https://clickpointsoftware.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

ClickPoint Software provides cloud-based lead distribution (LeadExec) and lead management (SalesExec) software to performance marketers, sales teams, and call centers across verticals such as pest control, mortgage, and education, with independent provider verification via LeadPI.

Ownership category

akta.pro rank

Product category

Lead Distribution and Lead Management Software

NAICS

Software Publishers (51321)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Lead Qualification & Inside Sales Support Services (BPAFAKAK)

akta.pro secondary industries

Inbound Lead Qualification & Routing (MQL/SQL) (BPAAADAC), Affiliate & Partner Lead Generation Networks (BPAFAKAL)

Keywords

• Lead distribution software
• Lead management software
• Sales engagement platform
• Ping-post routing
• Compliance automation

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. LeadExec Software Licensing: Subscription-based licensing for LeadExec lead distribution software with tiered pricing based on features, lead volume, and number of users. The platform offers a free Starter account with limited features (250 leads/month) and paid tiers for higher volume users.
2. SalesExec Software Licensing: Subscription-based licensing for SalesExec lead management software with per-user or tiered pricing. Includes 30-day free trial with no credit card required for evaluation.
3. Pay-Per-Call and Usage-Based: Per-minute and per-chat pricing options for chatbot and voice AI features when enabled, in addition to subscription licensing.
4. Partner Referral Commissions: Commission-based partner program where partners receive commissions for the life of client contracts when introducing new customers.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels10 records

Core offering

ClickPoint Software sells cloud-based lead distribution and lead management SaaS for performance marketers, sales teams, and call centers. Its three core products—LeadExec (automated lead routing and ping-post distribution with compliance automation), SalesExec (omni-channel sales engagement with power dialing, email/SMS marketing, and inbound call routing), and LeadPI (an independent lead provider performance index)—are licensed on a subscription basis with tiered and usage-based pricing.

Product overview

ClickPoint Software offers a multi-product platform for lead management and distribution. The portfolio consists of three core products: LeadExec (lead distribution software for lead sellers, buyers, and ping/post marketplaces with real-time routing, buyer management, lead scoring, and compliance automation), SalesExec (lead management software for sales teams and call centers with power dialing, email/SMS marketing, and call routing), and LeadPI (independent performance index for lead buyers providing verified provider quality metrics). LeadExec and SalesExec share integration capabilities and can operate together or independently, while LeadPI serves as a verification layer for the lead industry. The platform includes specialized modules for Pay-Per-Call, One-to-One FCC consent compliance, live call transfers, and various delivery protocols (ping-post, HTTP, email, SMS).

Differentiator

Problem solved

Functional benefit

Brands

• LeadExec: Automated lead distribution software for performance marketers, lead sellers, lead buyers, and ping/post marketplaces, featuring real-time routing, buyer management, lead scoring, compliance, and API delivery.
• SalesExec
• LeadPI
• RingResponse

Products and services

• LeadExec LeadExec is cloud-based lead distribution software for performance marketers, lead sellers, lead buyers, and ping/post marketplaces. It provides real-time routing, buyer management, lead scoring, compliance automation (TCPA, GDPR, FCC, CAN-SPAM, DNC), and API delivery through multiple protocols including ping-post, HTTP post, XML, JSON, email, and SMS. Customers pay subscription fees with tiered pricing based on lead volume, features, and number of users, including a free Starter tier for up to 250 leads/month.
• SalesExec SalesExec is omni-channel lead management software for sales teams and call centers. It manages call lists, lead prioritization, email follow-up, SMS marketing, workflow management, call engagement, and sales engagement through capabilities including power dialing, inbound call routing with IVR, automated email and SMS marketing with nurture/drip sequences, mobile apps for iOS and Android, and reporting dashboards. Sold on a subscription basis with a 30-day free trial and per-user or tiered pricing.
• LeadPI LeadPI is an independent performance index for the lead industry, delivering independently verified performance data for lead providers using Trestle verification data. It enables lead buyers and aggregators to evaluate provider quality before making sourcing decisions, with verified provider profiles covering 100+ verticals, TrustedForm and TCPA compliance certifications on every profile, and a quarterly Performance Credential awarded on qualifying index thresholds. Built from verified—not self-reported—data.

Quantifiable outcome

• Lead response time reduced from 30 minutes to under 5 minutes
• +4 more outcomes

Named customers12 records

Segments9 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability5 records

Feature8 records

Partnerships

Eleven partnerships are on record, tiered core.

• TrestlecoreTechnology or Integration · 1 April 2026Trestle provides lead verification data that feeds into ClickPoint's LeadPI performance index. The integration enables LeadPI to aggregate Trestle verification data into provider-level index ratings for evaluating lead quality across 100+ verticals.
• IPQualityScorecoreTechnology or Integration · 1 April 2026IPQualityScore integration provides fraud detection capabilities within the LeadExec Integration Platform, enabling real-time validation of contact information and fraud prevention for lead distribution workflows.
• DNC.comTechnology or Integration · 1 April 2026DNC.com integration enables Do Not Contact list management and compliance verification within the LeadExec platform, supporting compliance with TCPA and FCC regulations.
• Pure Caller IDcoreTechnology or Integration · 1 April 2026Pure Caller ID integration provides caller identification and validation services within the LeadExec platform, supporting lead quality verification and compliance workflows.
• ZapiercoreTechnology or Integration · 1 April 2026Zapier integration enables automated workflows connecting LeadExec and SalesExec with thousands of third-party applications, allowing users to create custom integrations without coding.
• Microsoft AzurecoreTechnology or IntegrationMicrosoft Azure provides cloud hosting infrastructure with 99.9% uptime SLA, highly scalable databases, and enterprise-level reliability for the ClickPoint SaaS platform.
• TrustedFormcoreTechnology or IntegrationTrustedForm compliance certification integration displays on every LeadPI provider profile, providing documented TCPA compliance data for lead source verification.
• JournayacoreTechnology or IntegrationJournaya integration provides additional TCPA compliance verification data integrated into the LeadExec compliance workflows for lead validation.
• StripecoreTechnology or IntegrationStripe integration enables automated revenue collection from lead sales, processing payments from invoices and orders within the LeadExec platform.
• Authorize.netcoreTechnology or IntegrationAuthorize.net payment gateway integration enables automated payment processing for invoicing and order management within the LeadExec platform.
• ChatGPT (OpenAI)coreTechnology or IntegrationChatGPT integration provides AI-powered automation for outbound posting and lead delivery, branded as AI Assist for LeadExec, making setup faster and more automated for performance marketers.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Boberdoo: Direct competitor in lead distribution and ping-post software. ClickPoint explicitly compares LeadExec to Boberdoo, indicating overlapping product/market focus on performance marketers and lead sellers with similar pricing/feature dynamics.
• LeadsPedia: Direct competitor in lead distribution software. ClickPoint runs an explicit comparison page against LeadsPedia, signaling overlap in ping-post routing, lead capture, and ping tree functionality for performance marketers.
• ActiveProspect: Direct competitor in lead compliance and verification, offering TrustedForm consent certification and LeadID. ActiveProspect's compliance tools overlap with ClickPoint's TCPA/FCC compliance and TrustedForm integrations within LeadPI.
• CallRail: Comparable peer in call tracking, lead attribution, and inbound call analytics. CallRail competes with ClickPoint's RingResponse and SalesExec inbound call routing capabilities for SMB and mid-market customers who need call intelligence alongside lead management.

Broad incumbents

• Invoca: Larger, broader call tracking and conversation intelligence platform serving enterprise marketing and sales teams. Invoca overlaps with ClickPoint's pay-per-call and call routing capabilities but addresses a wider analytics-driven buyer.
• HubSpot: Broad incumbent CRM and marketing automation platform that increasingly competes with SalesExec on lead management, email marketing, and sales engagement for SMB and mid-market customers.
• Salesforce: Dominant enterprise CRM whose Sales Cloud and Pardot compete with SalesExec at the high end of ClickPoint's customer base. Salesforce's scale and AppExchange ecosystem pose long-term competitive pressure on standalone lead management vendors.
• Five9: Enterprise cloud contact center platform with inbound/outbound call routing, IVR, and power dialing capabilities that overlap with SalesExec's call center features, though Five9 targets much larger enterprise customers.

Emerging players

• Pipedrive: SMB-focused CRM with sales pipeline management and basic lead routing. Pipedrive is an emerging player that competes with SalesExec in the small-business sales engagement segment where ClickPoint's free Starter tier also operates.
• Zoho CRM: Affordable, broad CRM platform with lead scoring, routing, and email/SMS marketing that competes with SalesExec for cost-conscious SMBs. Zoho's bundled suite offering creates pricing pressure on standalone lead management tools.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/TeamClickPoint
• Facebookfacebook.com/ClickPointSoftware
• LinkedInlinkedin.com/company/clickpoint-software

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ClickPoint Software