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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Q-assign is an integrated solution within Salesforce that automates the assignment of leads and cases, streamlining the workflow for sales and service teams. This tool allows businesses to direct records—such as leads, cases, accounts, and custom objects—utilizing customizable rules based on various factors, including territory, skills, priority, or availability. With support for different distribution methods such as round robin, load balancing, and rule-based assignment, Q-assign ensures that work is allocated in a fair and efficient manner. Operating in real time, it instantly assigns records as they are created or modified, thereby minimizing response times and preventing potential leads from becoming stale. Furthermore, Q-assign offers features for tracking assignment efficiency, managing queues, and balancing workloads effectively when team members are unavailable, ultimately enhancing overall productivity and responsiveness. Additionally, this solution empowers organizations to adapt their assignment strategies based on evolving business needs and team dynamics.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Adobe Marketo Engage Yes 
Apollo Yes 
Axis LMS Yes 
Clarify Yes 
Clearbit Yes 
Customer.io Yes 
Google Calendar Yes 
Google Meet Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Loops Yes 
Ortoo No 
Outreach Yes 
Salesloft Yes 
Segment Yes 
Slack Yes 
Zapier Yes 
Zoom Yes 

Integrations

Salesforce Yes 
Adobe Marketo Engage No 
Apollo No 
Axis LMS No 
Clarify No 
Clearbit No 
Customer.io No 
Google Calendar No 
Google Meet No 
HubSpot CRM No 
HubSpot Customer Platform No 
Loops No 
Ortoo Yes 
Outreach No 
Salesloft No 
Segment No 
Slack No 
Zapier No 
Zoom No 

Pricing Details

$250 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) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Default

Founded

2021

Country

United States

Website

www.default.com

Vendor Details

Company Name

Ortoo

Founded

2010

Country

United Kingdom

Website

ortooapps.com/q-assign/

Product Features

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Alternatives

Alternatives