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Description
Gather leads through your website or dedicated landing page by personalizing your forms with unique design features and tailored fields. Establish predefined settings for the leads you gather, including round-robin distributions, tagging systems, and currency specifications. With the ability to synchronize your mailbox in both directions, you can craft email sequences aimed at eliciting responses or re-engaging with previously disinterested prospects. Tailor the experience of your potential clients according to your preferences, ensuring your messages reach their primary inbox instead of getting lost. Eliminate the hassle of back-and-forth emails for scheduling; simply set your availability and allow prospects to choose a convenient time to connect with you directly. Whether it’s tasks, meetings, or follow-ups, utilize the 2-way synchronization with both Outlook and Gmail to organize all your sales activities in one centralized platform, ensuring that no opportunity slips through the cracks. Additionally, streamline your workflow by integrating notifications for upcoming tasks and meetings, keeping you consistently informed and ready to engage.
Description
Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits.
Entity Support: Supports OOB and Custom Entities
Round Robin: Divide the Leads equally among the team using Round Robin Algorithm.
Capacity: Assign Leads based on the individual capacity of each user
Rules: Create multiple assignment guidelines for different selection criteria for Leads
Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users.
Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements
Period: Define a period for the assignment of work items based upon that period
API Access
Has API
API Access
Has API
Integrations
AXIO Advanced Projects
Gmail
Microsoft Dynamics 365
Microsoft Outlook
Integrations
AXIO Advanced Projects
Gmail
Microsoft Dynamics 365
Microsoft Outlook
Pricing Details
$9 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agencyjoy
Website
www.agencyjoy.com
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking