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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
Vertikl is an innovative lead distribution platform that enables buyers and sellers to efficiently capture, verify, enrich, and distribute leads with minimal manual intervention, leveraging automation and AI technology. The platform aggregates leads from various sources, performs real-time validation, removes duplicates, and intelligently directs high-quality prospects to optimal channels or partners, all while cutting costs and enhancing return on investment. Furthermore, Vertikl offers comprehensive analytics to refine strategies, simplifies lead management by processing leads in seconds, and seamlessly connects with a variety of systems including CRMs, APIs, and dialers. Users can easily link acquisition sources such as Google, Meta, and Taboola to gather cost data, monitor performance, and accurately attribute conversions. The platform is designed with user-friendliness in mind, allowing for no-code execution of essential tasks like data mapping and establishing distribution rules, making it accessible even for those with limited technical expertise. This combination of features positions Vertikl as a powerful tool for maximizing lead effectiveness and improving overall business outcomes.
API Access
Has API
API Access
Has API
Integrations
AXIO Advanced Projects
Facebook
Google Ads
Make
Microsoft Dynamics 365
Outbrain
Snapchat
Taboola
TikTok
Zapier
Integrations
AXIO Advanced Projects
Facebook
Google Ads
Make
Microsoft Dynamics 365
Outbrain
Snapchat
Taboola
TikTok
Zapier
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
Vertikl
Founded
2025
Country
France
Website
www.vertikl.ai/
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 Capture
Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking