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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
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