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.
Find out more…
Bluebird One is a distributed sales orchestration platform built for companies that sell through people outside their org chart — contractors, dealers, agents, resellers, VARs, and installers.
Since 2014, we’ve been helping organizations connect the right opportunity to the right seller in minutes using SMS and email, with no software install required.
It evaluates your full rule set, partner network, and real-time data to route leads with precision at scale.
Through simple, human-first interactions, it makes it easy for reps to respond, update, and close without changing how they work.
By capturing acceptance, engagement, and performance, and integrating it directly into your data stack, Signal gives you a true end-to-end view of your sales operation.
The interface layer is how humans actually experience and interact with Bluebird.
It’s the delivery, visibility, and control surface that sits on top of everything else — turning routing
decisions, AI assistance, and data into real, usable actions for admins and reps.
The Aubrey layer is Bluebird’s intelligence and LLM interaction layer, the part of the platform that actively engages, assists, and captures signals across your distributed sales network.
Aubrey enhances data provided to the Route engine, drives Engage through more insightful interactions and sales assistance, and captures more data for Signal through conversation.
Transforming your business knowledge into structured, AI-ready context that drives
accurate responses, smarter assistance, and
consistent customer interactions.
It evaluates your full rule set, partner network, and real-time data to route leads with precision at scale.
Through simple, human-first interactions, it makes it easy for reps to respond, update, and close without changing how they work.
By capturing acceptance, engagement, and performance, and integrating it directly into your data stack, Signal gives you a true end-to-end view of your sales operation.
Bluebird’s data layer stores the structured inputs that power intelligent orchestration such as rep rosters, territories, availability, skills, capacity, performance history, lead attributes, and business rules.
Bluebird’s integration layer is the connective tissue between the One Platform and your CRM and reporting systems.
Ensure every lead is instantly matched and offered to the right person
Frictionless adoption
Multi model routing
Advanced geolocation rules
Operating hours
Coalescing
Teams
Collect real-time feedback and deal progress from external reps
Action logging
Follow up reminders
To-do lists
Gamification
Purchase order capture
Deliver dynamic tools to boost response speed and close rates
Performance scoring
AI sales assistant
Lead enrichment
Battle cards
Calendar availability integration
Seamlessly connect with CRMs and other systems to surface insights and enable end-to-end visibility
Remote CRM population
Direct lead integration
Data analysis
Lead enrichment
Analytics
Advanced Lead Routing
Bluebird makes it effortless for sales teams to engage without logins, downloads, or complicated onboarding, so adoption happens instantly.
Bluebird intelligently matches each lead to the best salesperson using multiple routing models at once—boosting speed, precision, and conversion.
Bluebird blends fair distribution with competitive claiming, ensuring every lead is routed fast while top performers can move quickly to close.
Bluebird removes unavailable reps from routing pools, keeping lead flow smooth and uninterrupted while they’re away.
Bluebird makes lead sharing seamless. Assign, collaborate, and follow up as a team—no logins, no friction. Everyone stays in the loop, and more leads turn into revenue.
Bluebird’s patented lead management system makes your sales team faster, smarter and more accountable.
From lead generation to business analytics Bluebird captures data effortlessly and informs your other platforms.
With Bluebird’s professional services, unlock the full potential of your lead management strategy and achieve unparalleled success in converting leads into valuable customers.
We analyze your existing lead structure and provide tailored recommendations to enhance efficiency and effectiveness in lead management.
We help you integrate Bluebird with your Customer Relationship Management (CRM) systems and optimize data flow to streamline lead management and improve customer interactions.
We work with you to seamlessly integrate Bluebird with your lead capture systems to ensure a smooth flow of leads into your pipeline.
Our experts assist in setting up and managing targeted campaigns to attract and convert leads effectively, leveraging our AI technology for optimized results.
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 based on rules, performance, geography, availability, skills, or AI-driven scoring.
The platform then 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:
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.
Yes. Bluebird integrates with CRMs, marketing automation platforms, lead providers, data warehouses, and internal systems through APIs, webhooks, and custom integrations.
Common integration scenarios include syncing:
Most lead routing systems stop at assignment. Bluebird goes further by orchestrating the entire distributed sales workflow:
Bluebird is built specifically for external and distributed sales ecosystems where adoption, speed, and transparency are critical.
Yes. Bluebird supports geographic routing using territories, postal/ZIP codes, radius mapping, and polygon-based geofencing.
Bluebird supports a wide range of advanced routing methodologies, including:
Routing logic can be fully customized to fit your business model.
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.
Yes. Bluebird includes AI-powered capabilities designed to support human sales teams — not replace them. AI can assist with lead analysis, prioritization, messaging support, opportunity enrichment, and conversion visibility.
Bluebird’s AI assistant helps distributed sales networks respond faster and more effectively while maintaining authentic human engagement.
Absolutely. Organizations can create separate teams, territories, regions, partner groups, or business units with their own routing rules, workflows, and reporting structures.
Yes. Bluebird is designed to support enterprise-scale distributed sales ecosystems with thousands of users, large lead volumes, advanced integrations, and highly customized routing logic.
Implementation timelines vary based on complexity and integrations, but many organizations can launch an initial deployment quickly. Bluebird’s flexible architecture allows businesses to start simple and scale over time.
Yes. Bluebird can ingest and normalize leads from virtually any source, including:
Bluebird improves conversions by:
In distributed sales environments, faster engagement and better orchestration often translate directly into increased revenue.
Yes. Routing logic, engagement workflows, notifications, scoring models, teams, integrations, reporting, and automation rules can all be tailored to your organization’s needs.