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Description
Welcome to your soon-to-be favorite inbound platform. Seamlessly link your website, craft your workflows, and expedite your sales pipeline. This robust, user-friendly inbound lead platform boasts features such as forms, scheduling, qualification, routing, and comprehensive reporting. Experience top-tier scheduling that efficiently organizes meetings, directs leads, and synchronizes your CRM in mere moments. Effortlessly route, update, or combine leads from your website to your CRM, with complete transparency regarding lead destinations and their reasons. Enjoy sophisticated, conversion-focused forms that automatically enrich leads once completed, integrating effortlessly into your website. Enhance, scale, and refine your go-to-market workflows using a single, cohesive platform. Establish a reliable inbound go-to-market strategy with improved lead qualification and segmentation capabilities. Additionally, optimize your team’s management of inbound leads through customized workflows designed for your primary ideal customer profiles (ICPs). With these tools, you'll transform your approach to lead generation and management.
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
Adobe Marketo Engage
Apollo
Axis LMS
Clarify
Clearbit
Customer.io
Google Calendar
Google Meet
HubSpot CRM
Integrations
AXIO Advanced Projects
Adobe Marketo Engage
Apollo
Axis LMS
Clarify
Clearbit
Customer.io
Google Calendar
Google Meet
HubSpot CRM
Pricing Details
$250 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
Default
Founded
2021
Country
United States
Website
www.default.com
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Revenue Operations
AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking