Q-assignOrtoo
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Related Products
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About
Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads & customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution & assignment improve efficiency resulting in higher sales and profit.
Entity Support: Supports OOB as well as Custom Entities
Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm
Capacity: Assign Leads depending upon the individual capacity of each user
Rules: Create multiple assignment rules for different selection criteria of the Leads
Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules
Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement
Period: Set period to assign work items based on period
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About
Q-assign is a native Salesforce lead and case assignment solution designed to automate and optimize how work is distributed across sales and service teams. It enables organizations to route records such as leads, cases, accounts, and custom objects using configurable rules based on criteria like territory, skills, priority, or availability. It supports multiple distribution models, including round robin, load balancing, and rule-based assignment, helping teams ensure work is allocated fairly and efficiently. Q-assign operates in real time within Salesforce, allowing records to be assigned instantly as they are created or updated, which reduces response times and helps prevent leads from going cold. It also provides tools for monitoring assignment performance, managing queues, and rebalancing workloads when users are unavailable.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Dynamics 365 users
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Audience
Service operations teams requiring automated, rule-driven routing of leads and cases to the right users in real time
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationInogic Tech
Founded: 2006
India
www.inogic.com
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Company InformationOrtoo
Founded: 2010
United Kingdom
ortooapps.com/q-assign/
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Alternatives |
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Categories |
Categories |
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Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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