Product Updates

Changelog

Everything new in Lead Router — features, improvements, and fixes across lead distribution, call tracking, and messaging, newest first.

July 2026

New

Lead quality scoring

Build configurable scoring models that grade every incoming lead from 1 to 10. Scores can prioritize your dialer queue, gate contracts by a minimum quality bar, and give premium buyers first pick of your best leads.

New

Point-and-click scoring model editor

Author, version, and publish scoring models entirely from the admin — set factor weights and score bands, map fields per vertical, and export or import models as a spreadsheet.

New

Lead quality metrics in the Vertical report

Pivot by any dimension to compare average lead quality per ad, sub ID, or source, so you can see which traffic produces your best leads.

New

Self-serve plans, credits, and checkout

Sign up and subscribe to a monthly plan with included credits, buy credit bundles with volume bonuses, and apply promo codes at checkout. Credits meter usage-based services like call tracking and the AI dialer.

New

Billing portal with saved cards and invoices

Manage your payment methods and view invoice and receipt history from a hosted billing portal. The card used at checkout is saved automatically so auto-recharge works with no extra setup.

New

Automatic credit auto-recharge

Set a threshold and your balance tops up from your saved card before you run out, so usage-based services never pause for lack of credits.

New

Subscription cancel and resume

Cancel your plan with access through the end of the paid period, then resume before it ends if you change your mind. Purchased credit bundles stay spendable after cancellation.

New

Past-due grace period

A failed renewal opens a grace window where everything keeps running while you fix your card, and lead routing is never interrupted. Updating your payment method restores full access instantly.

New

Global search

Press Command-K (or Ctrl-K) anywhere in the admin to jump straight to any buyer, partner, contract, campaign, offer, or lead, with recent pages and quick create commands built in.

New

Take calls in the buyer portal

Buyers can flip an availability toggle and answer live transfer calls right from the portal, with an incoming-call screen pop, disposition write-back, and a link to the live call. Availability, mobile, and portal call surfaces can each be turned on or off.

New

Lead Routing Readiness check

A live diagnostic on the campaign page tells you whether a lead posted right now would route and sell end to end, with a per-gate checklist explaining anything that would block it.

New

Metered billing for marketing sends

Marketing email and SMS campaigns now bill from your credit balance at a flat per-send rate. Transactional traffic like lead delivery and notifications stays free.

New

Public test page for call tracking

Open a shareable test page that loads a campaign’s live dynamic-number snippet, walks through a sample lead quiz, and shows the assigned number, captured tags, and the resulting attribution in real time.

Improved

AI features billed at cost

AI-assisted spec parsing, field mapping, and data enrichment now bill from credits at the actual provider cost plus a small markup, computed from real per-call usage rather than estimates.

Improved

Redesigned system settings

System settings were reorganized into clean tabs with a consistent save experience across every section.

Improved

Unified phone number inventory

Tracking numbers and pool numbers now live in one Phone Numbers view showing each number’s type, what it’s attached to, and when it renews or returns to the pool.

Improved

Signup wizard refinements

Promo codes validate live and show their discount before you subscribe, and signing up with an already-registered email now links the account instead of blocking you.

Fixed

Reliable call connection and failover

Resolved issues where certain provider call events were not reaching our handlers, so bridged calls now complete, bill, and fail over to the next buyer correctly.

Fixed

Whisper-gated calls connect and bill

Calls that require an agent to accept with a keypress now connect reliably and bill correctly even when the caller hangs up first.

June 2026

New

Dynamic number insertion for call tracking

Each visitor to a landing page sees a unique tracking number from the campaign’s pool, so inbound calls attribute back to their exact session, ad, and form answers — with format-matching number swaps, an anti-flicker cloak, and per-page URL filtering.

New

Automatic tracking-number provisioning

Campaigns can keep a minimum pool of numbers warm and auto-purchase more when a pool runs dry, within a daily spend limit. Idle numbers decay back to a shared pool so you stop paying for numbers you no longer use.

New

Advanced call billing rules

Configure call payouts and charges by connect, dial, or duration with per-rule targeting and duration anchors, aligned with how modern call-tracking platforms bill.

New

Prepaid call packages

Sell and buy prepaid call inventory the same way as lead packs, with per-call consumption, call-specific product settings, and subscription or one-time billing.

New

CRM sync for buyers and contracts

Sync buyer, contract, partner, and campaign lifecycle events to your CRM, so records mirror automatically as they’re created and activated.

New

Buyers can edit contract delivery settings

Buyers can self-serve their transfer and backup numbers, delivery schedule, and state filters per contract, with changes taking effect on future routing immediately.

New

Buyers can manage delivery destinations

A contract’s Delivery Destinations view shows where accepted leads are sent — webhook, email, Google Sheet, SMS, or FTP — and buyers can edit their own SMS message body with a live segment counter and merge-field chips.

New

Buyers control the lead-completion experience

From settings, buyers can set the completion phone, redirect URL, and photo or video a partner sees on a sold lead. Recognized scheduling links can render an embedded booking calendar on the partner’s page.

New

Buyer billing self-service

Buyers can pause and resume delivery or billing per contract with clear cross-prompts, upgrade a subscription pack to a larger size, and convert remaining prepaid leads to account credit.

New

Age filtering from date of birth

Contract filters can now compute a lead’s age from date of birth when no age was posted, and date filters support clear relative cutoffs like “within the last 6 months.”

New

Flexible webhook filters

Webhooks can now match on campaign fields and combine conditions with all-or-any logic, so a hook fires only for the exact leads you want.

New

Redeliver a lead to a buyer

Manually re-send a delivered lead to a buyer from the lead detail page, adjusting the request body, URL, method, and headers before re-firing — without creating a new sale or charge.

New

New reports for budget and retention

Added a Buyer Budgets report that projects tomorrow’s delivery targets and daily pacing, plus Buyers by State, Buyer Retention, Sales Exhaustion, and Buyer Login reports.

New

Richer dashboard insights

The admin dashboard gained month-to-date totals with trends, recent orders, recent budget runouts, and a Lead Coverage Risk view showing where you generate the most leads but have the least budget to place them.

Improved

Grouped buyer portal navigation

The buyer portal sidebar was consolidated into clear top-level groups for Leads, Billing, and Account.

Fixed

Returned leads reopen cap slots

Returning a lead or scrubbing a sale now frees the buyer’s daily, weekly, and monthly cap capacity so later eligible leads can route.

Fixed

Manual actions fire all delivery methods

Redistributing or cherry-picking a lead now fires every enabled delivery method on the winning contract, not just the primary one.

Fixed

Reliable Google Sheets delivery

Google Sheets deliveries now append cleanly under the configured columns, even when a sheet has stray notes outside the mapped table.

May 2026

New

Buyer self-service onboarding wizard

New buyers can go from a checkout link through payment into a guided wizard that sets their states, daily cap, targeting, and delivery — then their contract activates and leads start flowing, with no manual setup.

New

Configurable onboarding wizards

Build custom onboarding wizards with per-step questions, delivery defaults, and tier-based gating, and edit them in place while in-flight buyers safely finish on the version they started.

New

Auto-created Google Sheets on onboarding

When a buyer completes onboarding with Google Sheets delivery, a new sheet is created and shared with them automatically, named for the buyer and vertical.

New

SignalWire telephony provider

Added SignalWire as a supported voice, SMS, and number-purchasing provider alongside the existing carriers, with full inbound-call and webhook support.

New

Reusable Google Sheets mapping templates

Save a named column-to-field mapping under a vertical and load it into any contract in that vertical in one click, or bind it to an onboarding wizard to pre-apply it.

New

Tenant-level SMS template builder

Manage reusable SMS templates from a dedicated admin page, with inline merge-field autocomplete that matches the tokens available at send time.

New

Subscriptions management view

A new Subscriptions page lists every buyer pack with an active recurring subscription, filterable by status and billing state, with per-cycle and lifetime billed totals.

New

Platform-wide suppression list

Maintain a global suppression blacklist that applies across every account during lead intake, with optional reference names for context, alongside per-account suppression.

New

Role-scoped user management

Grant operators the ability to manage just one slice of your user roster — for example partner-only or buyer-only — without giving them full admin access.

New

Report time-basis and saved columns

Reports can switch between time of lead and time of revenue, and saved reports now remember which columns you’ve shown or hidden across nine report pages.

Improved

Hardened login-link security

Magic sign-in links are now bound to the requester’s network at issue time, with a configurable policy to step up to two-factor, allow the same network, or reject a mismatch outright.

Improved

Floating save bar across detail pages

Buyer, partner, campaign, offer, and contract detail pages now show a single pinned save bar whenever you have unsaved changes, no matter which tab you’re on.

Improved

Clearer billing and inventory visibility

Buyer packs, contracts, sales, and balances gained end-to-end billing health, funding, and delivery-trace views so operators can trace every charge and entitlement.

Fixed

Empty delivery config no longer fakes success

Leads to a contract with no configured delivery action are now marked failed and not billed, instead of being counted as delivered to nowhere.

Fixed

More accurate cap counting

Corrected cases where daily caps could be misread across week and month boundaries, or over-count after a delivery failed, so contracts stop getting blocked while they still have capacity.

Fixed

Subscription refunds keep unused inventory

Refunding one purchase now reduces only that purchase’s unused leads and preserves inventory from other purchases, with accurate handling for subscription renewals.

April 2026

New

Referral and affiliate program

Run a referral program with tracked signup links, signing bonuses and recurring revenue share, a dedicated referrer portal, commission ledgers, and automated payouts.

New

Coupons and promo codes

Create discount coupons synced with Stripe, optionally limited to first purchase or one redemption per buyer, and applied at public or buyer checkout with a live pre-payment price preview.

New

Clone campaigns and contracts

Spin up a near-duplicate campaign or contract for a different partner or buyer in a click, so you don’t re-enter dozens of fields by hand.

New

Campaign intake quality filters

Set per-campaign filters that either reject low-quality leads at intake or accept them at zero partner payout, giving you a per-partner quality gate before routing.

New

Tiered buyer capabilities

Package lead SKUs into tiers that unlock onboarding-wizard features like age filtering, dayparting, creative filters, and CRM delivery, enforced both in the wizard and on the server.

New

Cherry-pick delivery controls

When manually placing a lead, choose to skip the outbound delivery while still creating the sale, and control whether partner postbacks fire, so you can re-key a hand-delivered lead without double-notifying.

New

Shareable checkout links

Each SKU detail page now shows a ready-to-share checkout URL you can paste into a “Buy Now” button, sending buyers straight to payment.

Improved

Integration reconnect handling

When a connected integration like Facebook, Google Ads, or Google Sheets loses access, dropdowns now show a clear one-click reconnect prompt instead of spinning forever.

Improved

Posting spec organized into tabs

The public posting-spec page for partners was split into Overview, Lead, and Call tabs so they can deep-link straight to the section they need.

Improved

Call-aware submit responses

Lead-submit responses now include tracking-call and dialer phone numbers only when the buyer that bought the lead actually accepts calls.

Fixed

Recovery for slow buyer endpoints

Leads that reached a buyer just after our delivery timeout are now automatically reconciled to delivered instead of being marked failed, avoiding duplicate re-sends.

March 2026

New

Ping-post auction pricing

Fixed-price and real-time ping/post buyers now compete in a single auction, with an optional revenue-per-lead calculator that factors historical conversions so the highest total price wins.

New

Disqualified-lead fallback delivery

Offers can route leads that no buyer accepted to configurable fallback contracts, with their own filters and payouts and separate reporting, so unsold leads still find a home.

New

Google Sheets delivery

Deliver leads directly into a Google Sheet with per-contract column mapping and a one-click create-and-share, including automatic headers and retry on failure.

New

Separate CPL and CPA financials

Leads and calls now track cost-per-lead and cost-per-acquisition revenue and payout independently, with every report showing CPL, CPA, total revenue, payout, profit, and ROI.

New

Custom drill-down reporting

Build flexible reports grouped by up to three dimensions with expandable rows, rich filters, saved configurations, and a flat list view of the same data.

New

Unified webhooks

Manage postback webhooks at the global, partner, or offer level from one interface, with URL token interpolation, autocomplete, delivery logging, and auto-pause after repeated failures.

New

CSV export for leads, calls, and people

Export filtered or full data sets to CSV from any of the three list pages, gated by permission and scoped to your account.

New

PII redaction controls

Restrict who can see personal data with a per-user access permission and a per-field PII flag, masking names, emails, phones, and more for operators without access.

New

Timezone-aware dates everywhere

All date filtering, reports, exports, and timestamps now use your configured timezone instead of UTC, so end-of-day leads land in the right day.

New

Report date ranges and presets

A dual-calendar date picker with presets like Today, Last 7 Days, and Month to Date was added across all report pages, including reports that previously had no date filtering.

New

Partner portal user management

Partners can manage their own portal users — create, edit, set granular permissions, and reset passwords — and admins can do the same from a Users tab on the partner page.

New

Manage lead routing in natural language

A companion integration lets you search leads, check balances, update statuses, and pull reports by talking to an AI assistant, with setup instructions in the help area.

Improved

Expanded sub-ID tracking

Lead tracking expanded from five to ten sub-ID fields across posting specs, delivery tokens, exports, and the UI.

Improved

Consolidated settings

Settings pages were merged into a streamlined tabbed hub covering lead routing, integrations, messaging, and system preferences.

Improved

Unified API keys

A single API key now works across routing, messaging, and calls with toggleable app scopes, replacing separate per-app keys.

Fixed

Accurate delivery outcome labels

Lead lists now show the buyer’s specific response — such as Duplicate, Buyer Rejected, or Timeout — instead of a generic delivery-failed message.

Fixed

Zip-to-state for geo filters

Leads sent with a ZIP but no state now have their state derived automatically before geo filters run, so valid leads stop getting rejected.

February 2026

New

Call tracking

Route inbound calls with IVR menus, agent whisper, call bridging, and recording, plus tracking-number search and purchase and a buyer portal call view.

New

Email and SMS messaging

A full messaging suite for contacts, segments, drag-and-drop templates, automated flows, and A/B-tested campaigns, with analytics and a public API for pushing contacts and triggering sends.

New

Consent and TCPA certificate tracking

Capture consent on partner lead forms via an embedded pixel and claim TrustedForm certificates on ingestion, with per-partner accounts and consent indicators throughout the app.

New

Partner portal

A self-service portal for lead sources with a dashboard, leads and campaigns, posting URLs, payouts, and settings — with buyer names and pricing kept private.

New

Partner payments and payouts

Configurable payment cycles and thresholds accrue partner balances automatically and generate payouts on schedule, with admin controls to mark them paid.

New

Intake centers and disposition mapping

Manage call centers as first-class entities that bundle delivery configuration and disposition-code mapping, with cascading overrides and one-click cloning across vertical groups.

New

People hub with cross-source dedup

A unified person view groups leads, calls, and revenue per contact, with an engine that prevents duplicate leads for the same person across different sources.

New

Posting log

Every lead POST attempt — success or failure — is now logged with full request and response bodies, viewable in both the admin and partner portals.

New

Short, friendly lead IDs

Partners now see short human-friendly lead IDs in API responses, URLs, and delivery tokens instead of long identifiers.

New

Three-tier custom fields

Define fields at the global, vertical, and campaign level, with campaign-specific fields validated on submission and surfaced in posting specs.

New

Progressive lead capture and co-registration

Multi-step funnels can accumulate data across requests before submitting a lead, and the same details can route to additional campaigns for co-registration offers.

New

Response mapping and delivery testing

Pattern-match a buyer’s HTTP response to a delivery outcome, and test delivery configurations against sample payloads before going live with full request-and-response inspection.

New

CPA postback URLs for buyers

Buyers get a simple copyable URL to fire conversion postbacks without needing API keys, managed at the buyer level.

Improved

Faster, more workable list views

Every list view gained sortable and resizable columns, remembered sort preferences, breadcrumbs, and an advanced filter panel for narrowing by entity, status, and date range.

Improved

Per-record activity history

Detail pages now include an Activity tab showing the full audit trail of changes scoped to that record.

Built in the Open

Ship your leads on a platform that ships

Lead distribution, call tracking, and email/SMS on one engine with usage-based pricing and one compliance posture. Start self-serve, every feature included from day one.