Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
AXIO Advanced Projects
Yes
AccessOwl
No
Autymate
No
Axis LMS
No
Curb Hero
No
Documati
No
Dubb
No
FlowUp
No
Happy Grasshopper
No
HubSpot Data Hub
No
Integrations
AXIO Advanced Projects
No
AccessOwl
Yes
Autymate
Yes
Axis LMS
Yes
Curb Hero
Yes
Documati
Yes
Dubb
Yes
FlowUp
Yes
Happy Grasshopper
Yes
HubSpot Data Hub
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$25.00/month/user
Starting price $25.00/month/user
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
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
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
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
Product Features
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
No
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
No
Referral Tracking
Yes
Segmentation
Yes