Introducing Aubrey
Meet the newest member of the Bluebird team: Aubrey, the AI sales assistant helping your reps close while keeping you in the loop.
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Here are a few highlights over the years…
Des approaches Tom and James with a problem... How can he take leads from his growing lead funnel and figure out who best to give them to (at scale).

Lead Assign showcases the new technology at Inman Connect New York.

Hewlett Packard begin using Lead Assign for lead management in the Asia Japan Pacific region before rolling out solutions across the globe.
We further develop our integrations to support major CRM's and back office platforms as well as custom implementations and analytic platforms.
Added the ability to integrate additional lead enrichment platforms (both third party and internal). Enrichment happens prior to routing so our customers can route based on enriched content.

We add the ability to use chatGPT to craft custom responses to help agents respond to leads faster.
Bluebird continues to invest in it's people and technology to support our ongoing growth.
The team created a top-performing enterprise-grade lead management technology. The platform is focused on solving the increasingly complex rules required to effectively match business opportunities to the best-suited salesperson available.
We begin working with Royal LePage to roll out the platform to over 18,000 agents from coast to coast.

We develop a solution that allows our customers to quickly and easily capture conversion data.
Patent No. 10,628,830. Dynamic Contact Management : Branch Systems and Methods
We developed a system to help identify successful sales and match them to original lead offers in an effort to help our customer further understand their most successful campaigns.

Lead Assign changed its name to Bluebird to reflect a strategic shift in focus. While the former name emphasized lead routing, the rebranding to Bluebird signifies a broader scope encompassing lead routing, enrichment, and conversion capture.
Bluebird launched Aubrey as a dual role assistant to help agents accelerate sales activities while capturing more conversion data for funnel managers
The Distributed Sales Orchestration platform for companies that sell through people outside their org chart.
Agents. Contractors. Dealers. Installers. Resellers. VARs. Your network doesn’t report to you — but your revenue depends on them. Bluebird makes sure the right lead reaches the right person the moment it arrives. Via SMS and email. No friction. Just results.
When your agents, channel partners, dealers, installers, or resellers get qualified leads, they make money. When they make money, so do you.
It started with a question Des brought to Tom and James.
He had a growing lead funnel and a network of salespeople who didn’t report to him. How do you figure out who to give leads to — intelligently, at scale — across a distributed network you don’t control?
No platform could answer it.
So in 2014, Tom and James built one. Enterprise-grade technology designed to match business opportunities to the best-suited salesperson available, automatically, in real time. They called it Lead Assign. They started with real estate. Then realized the problem was everywhere.
In 2020, the U.S. Patent and Trademark Office agreed the solution was one-of-a-kind — issuing the Patent for Dynamic Contact Management Systems and Methods.
The product had grown well beyond routing—encompassing lead enrichment, AI-assisted selling, real-time lead intelligence, and deep enterprise integrations. A bigger name for a bigger mission.
And “bluebird”? In sales, it means a qualified lead that appears out of nowhere. That felt exactly right for a platform built to deliver them.
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.
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