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Average Ratings 0 Ratings

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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

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

Screenshots View All

Screenshots View All

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

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Alternatives