Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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