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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

Accelerate your deal closures with LionDesk, an integrated solution for CRM, lead management, and transaction oversight. Ideal for brokers, real estate professionals, teams, and lenders alike, LionDesk provides a user-friendly experience through its dedicated mobile applications for both iOS and Android. Key features of LionDesk encompass task scheduling, management of transactions, drip marketing initiatives, lead assignment, email monitoring, and comprehensive contact management, among others. Additionally, LionDesk's CRM capabilities enable users to efficiently oversee their clients by designating each new client to an individual team member, ensuring that every client receives personalized attention. This streamlined approach not only enhances productivity but also fosters stronger relationships with clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Autymate
Documati
Dubb
Email Signature Rescue
Fello
FlowUp
Happy Grasshopper
Integrately
Kliks
LeadsBridge
Make
Microsoft Dynamics 365
OSI IDX
ProspectBoss
Quickwork
Sensr Portal
Stackreaction
StreetText
dotloop
leadpops

Integrations

Autymate
Documati
Dubb
Email Signature Rescue
Fello
FlowUp
Happy Grasshopper
Integrately
Kliks
LeadsBridge
Make
Microsoft Dynamics 365
OSI IDX
ProspectBoss
Quickwork
Sensr Portal
Stackreaction
StreetText
dotloop
leadpops

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$25.00/month/user
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

LionDesk

Founded

2014

Country

United States

Website

www.liondesk.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

Product Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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