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Description
Kubaru is a Salesforce-native application tailored to enhance and automate the distribution of leads, cases, and various records within CRM processes. This tool empowers businesses to move away from traditional manual routing by implementing customizable automation that allocates records based on parameters like availability, expertise, geographic location, or current workload. It offers diverse assignment techniques, such as round robin, territory-specific routing, logic-based rules, and skill-oriented matching, ensuring that each record is directed to the most qualified representative. Additionally, Kubaru takes into account scheduling factors, allowing for record assignments that consider out-of-office times, holidays, and user capacity, thus promoting equitable workload distribution. The application further includes features for the automated reassignment of unaddressed records, management of duplicates to keep related items assigned to a single owner, and instant notifications that inform teams right away when new tasks are assigned, thereby enhancing overall efficiency. Overall, Kubaru significantly streamlines CRM operations, making it an invaluable asset for organizations striving for optimized performance.
Description
Lunar CRM offers an array of advantages you would anticipate, such as secure cloud hosting, in-depth management information, improved operational oversight, and much more. We collaborate closely with you to develop optimal workflows tailored specifically for your organization, resulting in a completely customized CRM solution. By engaging directly with your key internal stakeholders, we enhance value through troubleshooting and optimizing your business processes, effectively integrating ourselves as part of your team. Our aim is to establish the appropriate skill-based workflows that empower your staff to accomplish essential tasks efficiently, thereby saving both time and resources through process automation. Additionally, our solution features a versatile reporting engine that allows you to personalize management information reports, including user-friendly dashboards that help you visualize and identify trends effortlessly. With our commitment to your success, we ensure that your CRM experience is not just efficient but also aligned with your strategic goals.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
$20 per month
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
Kubaru
Founded
2016
Country
United States
Website
kubaru.io
Vendor Details
Company Name
Lunar Media
Founded
2008
Country
United Kingdom
Website
www.lunarcrm.co.uk
Product Features
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management