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Average Ratings 0 Ratings

Total
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

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AXIO Advanced Projects Yes 
Facebook No 
Google Ads No 
Make No 
Microsoft Dynamics 365 Yes 
Outbrain No 
Snapchat No 
Taboola No 
TikTok No 
Zapier No 

Integrations

AXIO Advanced Projects No 
Facebook Yes 
Google Ads Yes 
Make Yes 
Microsoft Dynamics 365 No 
Outbrain Yes 
Snapchat Yes 
Taboola Yes 
TikTok Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 No 
iPad App No 
Android App No 
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 No 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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 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

Lead Capture

Business Card / Badge Scanning No 
Dashboard No 
Data Extraction No 
Lead Distribution No 
Lead Notifications No 
Lead Nurturing No 
Lead Qualification No 
Lead Scoring No 
Online Forms No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

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