Bluebird is a Distributed Revenue Orchestration platform built for companies that sell through
external sales networks — contractors, dealers, agents, installers, distributors, channel partners,
and resellers. Bluebird helps organizations route opportunities instantly, engage the right people
faster, and gain visibility into conversion outcomes across distributed teams.
Bluebird connects incoming leads or opportunities from any source — web forms, CRMs,
marketing platforms, spreadsheets, APIs, or partner systems — and intelligently routes them to
the best-fit sales representative or partner. It bases routing on rules, performance, geography,
availability, skills, or AI-driven scoring. The platform engages recipients through SMS and email,
captures outcomes, and provides full visibility into the funnel.
Bluebird is designed for organizations that rely on people outside their direct org chart to
generate revenue. Common industries include:
• Home services & contractor networks
• Manufacturing & dealer channels
• Real estate brokerages
• Insurance organizations
• Franchise systems
• VAR and reseller ecosystems
• Multi-location retail networks
Most lead routing systems stop at assignment. Bluebird orchestrates the entire distributed sales
workflow: intelligent routing and prioritization, instant engagement through SMS and email, AI-
assisted responses, conversion visibility, and performance-based distribution logic—all with a
frictionless, no-login required approach for end-users.
No. One of Bluebird’s core advantages is frictionless engagement. Sales reps, contractors,
agents, and partners can accept leads, update statuses, and collaborate directly through SMS
and email without needing to log into another platform.
Typically within seconds. Bluebird is designed to minimize lead decay and maximize speed-to-
lead by instantly notifying the right recipients through SMS and email.
Urgency is critical when dealing with leads. Bluebird’s exclusive acceptance clock creates lead
urgency: if a lead is not accepted within a specified time window, it is automatically routed to the
next best agent, ensuring no lead falls through the cracks.
As marketing generates leads from various sources (webforms, emails, Facebook campaigns,
HubSpot, etc.), Bluebird’s patented parsing and scoring engine matches leads to the best-suited
partner automatically, without requiring manual intervention.
Because agents do not need to log into a platform, using Bluebird is seamless. After
configuration, agents are offered or routed leads via their direct contact details, eliminating the
hassle of app downloads, continuous logins, or in-app training.
Yes. Bluebird has been built to accommodate a variety of different languages and currencies to
support users all over the globe.
Bluebird supports a wide range of advanced methodologies, which can be tailored to fit your
business model:
• Round robin & Smart round robin with scoring thresholds
• Territory & Geography routing (using zip codes, radiuses, or custom polygons)
• Skills-based and Availability-based routing
• Weighted performance routing
• Fastest response (“fastest finger” or shark tank)
• Team-based distribution
• AI-assisted prioritization
Through complex parent-child relationship mappings, Bluebird manages leads across your entire
sales network. This ensures appropriate routing to applicable partners and specific agents within
those partners, while maintaining a unified data trail for documentation and reporting.
Yes. Bluebird uses AI-powered capabilities to support human sales teams. Features include
generative AI to score and reorganize lead data (Pre-flight AI), patented narrow AI and machine
learning routing algorithms (In-flight AI), and generative AI agent assistance tools for post-
acceptance interactions (Agent-assist AI featuring “Aubrey”).
Bluebird improves conversions by dramatically reducing response times, matching opportunities
to the best-fit reps, increasing partner engagement, eliminating workflow friction, driving
accountability through follow-up reminders and performance scoring, and providing real visibility
into funnel performance.
Strong indicators include increased time commitment from sales and marketing managers
dedicated to manual lead management, dropping conversion rates, and growing numbers of
leads that go unactioned. As sales networks expand across regions and verticals, supporting
software becomes essential.
Yes. Bluebird integrates via APIs, webhooks, and custom integrations with CRMs (Salesforce,
HubSpot, Pipedrive), marketing automation platforms, lead providers, data warehouses (Oracle,
Power BI), and internal systems. It synchronizes lead assignments, acceptance activity, response
times, opportunity stages, and performance metrics.
Full activation of a self-serve Bluebird account can happen in a single day. For complex
international lead distribution models, Bluebird’s professional services team works to get
organizations up and running as swiftly as possible.
Bluebird is designed to be highly user-friendly. With instruction, guided onboarding, and managed
support from the Bluebird team, configuring the platform is easily managed by clients without
requiring intensive technical training.
Bluebird offers structured pricing tailored to sales networks. The Base tier includes 100 seat
licenses and lead routing for up to 100 leads per month (or 1,200 leads per year on the annual
plan). For high lead volumes or larger networks, Bluebird provides
Custom quotes.
Dedicated Support: Prompt troubleshooting and platform guidance.
Managed Onboarding:
• Expert guidance through the implementation process.
Regular Account Reviews:
• Ongoing evaluations to continuously optimize your strategy.
Professional Services:
• Tailored consulting, CRM optimization, custom plugin development,
and campaign setup.