Built for PPL agencies

Stop losing agency revenue to slow follow-up
and manual buyer ops.

We handle the operations layer so you can focus on acquiring leads and buyers, not managing the chaos between them.

Book a DemoStart Free TrialFree plan available. Guided rollout for agencies moving off spreadsheets or patchwork tools.
PrimerJobs case studyInside a live multi-vertical PPL operationRead the story
+38%
lift in annual buyer revenue
15+hrs/wk
saved on dispute operations
+27%
lift in active client engagement
4x
more warm transfers to active clients
Why agencies switch

The operational problems that kill agency growth

  1. Speed to lead wins deals

    Every minute a lead waits, your buyer's odds get worse. LeadSwitchboard calls every new lead in under 60 seconds, qualifies intent live, and can warm-transfer high-intent calls while the prospect is still ready to talk.

  2. Manual routing leaks revenue

    When routing lives in spreadsheets, Slack, or tribal knowledge, leads go to the wrong buyer, sit too long, or spark disputes. LeadSwitchboard routes by service line, geography, budget, capacity, and buyer rules automatically.

  3. Buyer ops shouldn't live in your inbox

    Disputes, credit adjustments, buyer onboarding, balance questions, and engagement tracking all create hidden ops load. LeadSwitchboard turns those into structured, auditable workflows.

How it works

How the distribution engine works

Leads flow from your ad platforms through AI qualification to buyer delivery — no CRM, no manual steps, fully automatic.

SOURCES
Facebook Ads
Google Ads
Zapier
Webhooks API
LeadSwitchboard
DELIVERY
AI Voice Call
Warm Transfer
SMS & Email
Buyer Dashboard
Platform

Everything you need to run a modern lead generation agency

Three jobs. One platform. No spreadsheets, no email threads, no manual ops.

Convert leads faster

  • AI voice agent calls every lead in under 60 seconds
  • Live qualification and intent scoring on the call
  • Real-time warm transfer to available buyers
  • 24/7 first contact — nights, weekends, holidays

Route and monetize correctly

  • Rules-based routing by ZIP, service line, capacity, and budget
  • Credit billing with dynamic pricing per buyer
  • Automated top-ups keep buyers funded and active
  • One-click dispute workflows with auto credit refunds

Keep buyers active

  • Self-serve buyer dashboard with full pipeline visibility
  • Guided onboarding with service area maps and Q&A
  • Buyer health scores flag churn risk before it happens
  • Source and outcome tracking by lead and buyer
AI Voice Agent

The only lead distribution platform with a built-in AI caller

Leads get called in under 60 seconds, qualified live, and warm-transferred to your buyers. 24/7, no staffing required.

  • Calls new leads immediately before competitors can respond
  • Runs your qualification script and captures intent on the call
  • Warm-transfers hot leads directly to available buyers in real time
  • Writes call outcomes, notes, and statuses back to your dashboard
<60s

Speed to first contact

Leads are called within 60 seconds of form submission — before they go cold or a competitor reaches them.

Real-time

Live warm transfer

High-intent leads are connected directly to available buyers on a live call. No voicemail, no callback delays.

24/7

Always-on qualification

The AI caller works nights, weekends, and holidays. Every lead gets called regardless of when it comes in.

Buyer Dashboard

Every buyer gets a command center.

Buyers see exactly where every lead stands — what needs follow-up, what's been quoted, what's been won. No spreadsheets, no status update calls.

Kanban pipeline board showing leads moving from New to Contacted to Quoted to Won
Kanban pipeline

Drag leads from New → Contacted → Quoted → Won

Action queue

Priority follow-ups surfaced automatically

Revenue tracking

Buyers report outcomes, you see real ROI

Credit balance

Always visible, auto-recharge keeps them active

Source attribution

You know how many leads
each source sends.
But which ones actually close?

Track every lead from source to outcome. Win rate, average deal size, revenue, and reporting rate — by source. Kill what doesn't convert. Double down on what does.

Source attribution table showing leads, win rate, revenue, and average deal by source
Analytics & buyer health

Pipeline visibility you've never had before.

Real-time pipeline breakdowns, buyer performance tables, and early warning signals for at-risk buyers — built in, not bolted on.

Analytics dashboard showing total leads, buyers, speed to lead, win rate, and pipeline breakdown

Pipeline analytics

Lead volume, speed-to-lead, win rates, and revenue — broken down by buyer and source.

Buyer health dashboard showing churned, at risk, healthy, and new buyer segments

Buyer health scores

Spot churning buyers before they leave. Credit runway, activity gaps, and pipeline rate — flagged automatically.

Built in production

Built and refined in a live multi-vertical PPL operation

LeadSwitchboard was shaped inside a real agency handling routing, disputes, buyer engagement, and speed-to-lead at scale. Here's what the numbers look like in production.

PrimerJobsMulti-vertical PPL Agency · US
+38%lift in annual buyer revenue
15+ hrs/wksaved on dispute operations
+27%lift in active client engagement
4xmore warm transfers to active clients
−34%fewer dormant client accounts

The AI voice agent calls new leads immediately, qualifies them, and warm-transfers high-intent calls to our clients while they are still ready to talk. That speed alone changed our close rates.

Speed to lead

Handling lead disputes has never been easier. Before LeadSwitchboard, we'd spend hours going back and forth with clients over email. Now everything is transparent, and we can approve or decline disputes in seconds.

Dispute operations

LeadSwitchboard helped us keep clients engaged because they can see response activity, lead statuses, and delivery performance in one place. We finally have a real engagement signal instead of guessing.

Client engagement
See how PrimerJobs automated their entire lead operationRead the case study

Integrates with your existing stack

Stripe
Zapier
GoHighLevel
Twilio
Gmail
Webhooks API

How LeadSwitchboard handles your data and money

Software infrastructure only

We route, qualify, and automate. We don't generate, verify, or guarantee leads.

Your Stripe, your payouts

Buyer credit purchases go directly to your connected Stripe account. You keep 100%.

We never sell your data

Personal data is not sold, rented, or shared with advertisers. Ever.

Data processor, not owner

Your leads and buyer data stay yours. We act as a processor on your behalf.

Still running buyer ops manually?

See how LeadSwitchboard fits your routing rules, buyer setup, and service lines. We'll help you map the workflow and launch with one vertical or one source first.

Switching your agency off spreadsheets? See how it works →