
Phonexa is an enterprise-grade marketing automation platform that unifies lead management, call tracking, pay-per-call campaigns, email, SMS, accounting, compliance, and more. Designed for performance marketers and enterprise brands, Phonexa streamlines how businesses capture, manage, validate, and distribute leads and calls at scale.
At the core of Phonexa’s ecosystem are LMS Sync for intelligent lead management and lead distribution and Call Logic for advanced call tracking, routing, and pay-per-call campaigns. Each solution is enhanced by automation, real-time analytics, and data-driven decision-making, ensuring every lead and call delivers measurable impact and higher ROI.
Serving industries like finance, insurance, and home services, Phonexa empowers brands and performance marketers with complete visibility, fraud protection, and compliance management at scale. Its intelligent lead distribution and AI-driven Call Agents enable marketers to convert more qualified leads and achieve measurable business growth.
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Plauti brings native data quality to Salesforce and Microsoft Dynamics 365 CE, giving teams the confidence to automate, report, and run AI on records they can actually trust. Nothing is exported to outside servers: everything runs inside your own CRM, and your admins keep full control without filing a single IT ticket.
Data quality with Plauti covers the whole record lifecycle:
Get a live view of data health across every object (table) and field, so the whole team works from one accurate picture
Bulk-clean existing duplicates, standardize formatting, and validate emails, phone numbers, and addresses
Stop bad records before they land, whether they come in through manual entry, imports, the API, or AI tools like Agentforce and Copilot
Put clean data to work right away: route it, distribute it downstream, and let AI act on records it can rely on
Because it's built directly on Salesforce and Dynamics 365 CE architecture, Plauti inherits your existing permissions and security setup. There's no separate login to manage, no delay syncing data between systems, and no compliance blind spots.
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LeanData
LeanData’s no-code Go-to-Market Execution platform helps leading B2B companies make smarter decisions and drive stronger revenue outcomes. By unifying data, tools, and teams, LeanData empowers organizations like Nvidia, Cisco, and Palo Alto Networks to streamline operations, accelerate pipeline, and deliver better customer experiences — from first signal to closed-won.
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Round Robin Distributor
Round Robin Distributor is a fully customizable software that automates lead and case routing using complex round-robin algorithms and criteria-based assignment bulk inbound data. It can be set up in Salesforce CRM and requires no additional setup. It offers a variety of functions, including SFDC record assignment matching rules based upon reps' skills, account being handled, operating territory, Hubspot score, lead source, Hubspot score, Hubspot score, etc. It allows you to prioritize hot leads and high-priority cases, which is crucial for maintaining your sales funnel and responding time. Round Robin teams can also be created based on business logic. Rules that include sales reps can be used to assign them. The product can also maintain an agent schedule, which can be used to disable assignment in case of unavailability.
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