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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Description

Perfectly suited for agencies and distributors, LeadPro CRM offers an impressive array of over 25 industry-specific pre-designed templates, excelling in lead-centric capabilities that enhance acquisition, distribution, tracking, and data mining from various lead capture sources, including third-party providers. The system simplifies the process of integrating leads, regardless of their origin, ensuring that whether they come from digital platforms like sales lead providers, landing pages, blogs, and social media or from conventional methods such as advertising, direct mail, call centers, or telesales, distribution occurs without delay. Immediate follow-up and tracking are built into the system, while automatic reassignment of leads ensures efficient management. Additionally, Live Leads keeps you informed with real-time data on site visitors, detailing their source and allowing you to easily add them to a watch list for alerts upon their return. LeadPro's versatility is further underscored by its ability to accommodate data from every industry, and even leads received through email are seamlessly integrated thanks to its email parsing capabilities. This comprehensive functionality ensures that users can maximize their lead management processes effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AXIO Advanced Projects
Microsoft Dynamics 365

Integrations

AXIO Advanced Projects
Microsoft Dynamics 365

Pricing Details

No price information available.
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

Inogic Tech

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Mosaic CRM

Founded

2002

Country

United States

Website

www.mosaiccrm.com/solutions/leadpro/

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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

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