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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 
LeadsBridge No 
Make No 
Pabbly Email Marketing No 
Peaka No 
Raklet No 
Stackreaction No 
T-Max Phone Systems No 
Visual Visitor No 
Workers by Delos No 
Wufoo 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 
LeadsBridge Yes 
Make Yes 
Pabbly Email Marketing Yes 
Peaka Yes 
Raklet Yes 
Stackreaction Yes 
T-Max Phone Systems Yes 
Visual Visitor Yes 
Workers by Delos Yes 
Wufoo 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 

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