1. Sync
Agent Legend integrates with 500+ CRMs and lead sources (including Follow Up Boss, BoldTrail, kvCORE, and Salesforce) via direct API or CSV upload.
Every contact syncs in real-time, every conversation logs automatically, and every lead source is tracked so you always know exactly where your best deals are coming from.
2. Segment
Ordinary CRMs treat every lead the same. Lily works differently.
She cross-references your contacts against 1,600+ third-party data points — credit behavior, life events, property ownership, and offline spending patterns — across 270 million U.S. adults.
She assigns every lead a Lead Intelligence Score from 0–100, predicts exactly who is ready to transact this month, and tags each contact with a specific Lead Type (First-Time Buyer, Downsizer, Investor) and behavioral Persona so your team knows who they're calling before they dial.
Leads scoring 90+ are 4.4–5× more likely to convert than a randomly chosen lead. That's not a claim — it's a mathematically verified output from 3.5 million leads analyzed across the platform.
3. Serve
Once Lily surfaces your hottest leads, Agent Legend's multi-channel outreach engine takes over.
Personalized SMS, email, and ringless voicemail campaigns fire automatically — and stop the moment a lead responds, so no prospect ever gets a robotic follow-up after they've already raised their hand.
For your highest-value targets, our Authentic Handwritten Letter service uses real ballpoint pens and robotic arms to send physical mail that gets a 99% open rate.
One team using this system booked 730 appointments in 10 weeks while making 578 fewer manual calls per week.