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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
Transform your lead management approach with innovative solutions designed to enhance your lead lists. Regardless of your sector, our software empowers you to gather leads effectively, ensure compliance, optimize returns, and maintain a competitive edge. Listflex delivers powerful features to simplify your lead management tasks. With our platform, you can automate every aspect of your operations seamlessly. The process of receiving and directing leads to various destinations while simultaneously validating them in real-time can be quite intricate. However, Listflex simplifies this with an intuitive interface. Demonstrating consumer consent is essential for successfully scaling a lead generation business, and we have made compliance straightforward so that any organization can safeguard itself. Moreover, verifying the details provided by your leads is vital for businesses that are committed to expansion. Listflex’s comprehensive validation system offers exactly what you require. We offer two straightforward plans tailored to different needs; one caters to lower volume clients and the other to those with higher demands. Importantly, there are NO setup fees and NO lengthy contracts involved, making it easier than ever to get started. Elevate your lead management strategy today with Listflex, where efficiency meets simplicity.
API Access
Has API
API Access
Has API
Integrations
AXIO Advanced Projects
ActiveCampaign
Constant Contact
Drip
Mailchimp
Microsoft Dynamics 365
Salesforce
iContact
Integrations
AXIO Advanced Projects
ActiveCampaign
Constant Contact
Drip
Mailchimp
Microsoft Dynamics 365
Salesforce
iContact
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$97 per month
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
Listflex
Country
United States
Website
listflex.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
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
