Audience

Service operations teams requiring automated, rule-driven routing of leads and cases to the right users in real time

About Q-assign

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.

Pricing

Free Trial:
Free Trial available.

Integrations

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Company Information

Ortoo
Founded: 2010
United Kingdom
ortooapps.com/q-assign/

Videos and Screen Captures

Q-assign Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

Q-assign Frequently Asked Questions

Q: What kinds of users and organization types does Q-assign work with?
Q: What languages does Q-assign support in their product?
Q: What kind of support options does Q-assign offer?
Q: What other applications or services does Q-assign integrate with?
Q: What type of training does Q-assign provide?
Q: Does Q-assign offer a free trial?

Q-assign Product Features