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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
Yes
API Access
Has API
No
Integrations
AXIO Advanced Projects
No
Gmail
Yes
Microsoft Dynamics 365
No
Microsoft Outlook
Yes
Integrations
AXIO Advanced Projects
Yes
Gmail
No
Microsoft Dynamics 365
Yes
Microsoft Outlook
No
Pricing Details
$9 per user per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
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
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No