Alternatives to Round-Robin Mailer

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

SalesNOW by Interchange Solutions allows your business to find a balance between sales team members and their sales workflow with the help of an award-winning mobile CRM software. It is robust, simple to use, and offers the best customer relationship management and salesforce automation solution. SalesNOW allows sales managers, executives, and staff to manage all aspects the sales cycle, including company tracking, lead management and deal management. Highly mobile individuals have access to all customer and prospect data, track companies, leads and events, as well as track contacts, companies, leads and deals from one platform.

Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.

JobNimbus, the #1 all-in one roofing app (4.8 on app stores), has been making contractors heroes since 2013. JobNimbus is used by thousands of contractors to manage their entire business, including marketing, sales and production. "This is f$&%ing amazing!" "This is f$&%ing awesome!" ** MARKETING • SEO • Paid Ads Google Business Profile Website ** SALES ** • Scheduling Lead tracking • Boards • Customized sales workflows • Sales automation ** PRODUCTION ** • Production boards Customized job workflows • Production automation • Notes • Tasks • Ordering directly from Beacon Pro+ and Roof Hub SRS. Work Orders Subcontractors Reports BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way synchronization ** COMMUNICATION** Engage texting Email • Caller ID • @mentions Job sharing • Notification center All of this will equip your entire team with the best all-in one roofing app.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

Pipeliner revolutionized CRM through its unique visual interface, no code workflow automation engine, instant dynamic insights, and reporting. No other CRM offers salespeople and sales managers so many ways to display and analyze sales data, as well as intelligent, system-generated insights. Pipeliner's automation engine and ease-of-integration with other systems (such email, ERP, and Marketing) allow for the elimination of many routine and manual tasks that other systems impose on salespeople and managers. Pipeliner CRM is so different than traditional CRM. This is why we have high adoption rates, low Total Cost of Ownership and a rapid Return on Investment. The system is easy to use and learn, and it takes very little business disruption when it's deployed.

Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!

Kixie PowerCall makes it easy to make productive sales calls within minutes! Kixie PowerCall is a cloud-based multi-line power dialer and all-in-one call center solution. It allows users to automate their sales processes with ease for greater productivity and unparalleled ROI. Kixie PowerCall is available in both the cloud and on-premises. It offers enterprise-grade features such as call recording, one-click dialing and call history. This can all help improve customer service and enhance the call experience. Agents can also receive calls remotely from their mobile devices using the solution.

Clarity CRM, Claritysoft's flagship product, is a unique combination of simplicity, utility and flexibility. Clarity CRM offers powerful marketing automation, sales automation, and customer service tools in an intuitive, fully customizable interface. Clarity CRM was built with a strong focus on usability and designed to improve user adoption and increase user satisfaction. Clarity CRM offers enterprise power and functionality at a fraction the cost.

GreenRope CRM is an all-in-one CRM. It accelerates growth by increasing awareness and generating leads. With an intuitive and easy-to-use interface, you can leverage advanced automation, predictive analytics, AI, and artificial intelligence (AI). GreenRope's many features will help you connect with your clients and leads. All the tools you need for engaging your contacts, including email marketing, social media, advanced marketing automation, and more are at your fingertips. It's easier than ever to stay in touch with your contacts and be top of mind.

BNTouch Mortgage CRM offers a complete digital mortgage system, CRM, marketing, POS, and CRM that provides a platform for mortgage companies and loan officers to grow their business. These Features: - SMS and Email Marketing Automation - Lead Distribution and Management - 35+ Exclusive Mortgage Tools - Digital 1003 Application - Pre-Built Marketing Materials - Customized video marketing - Curated Social media Content - Integrated with LOS Outlook, Zapier, Zapier, and Other - And Much More Call Us Today! Call Us Today!

LeadMaster is an all in one customer relationship management (CRM), and lead management software solution. LeadMaster is a powerful tool that supports sales and marketing teams. It offers a variety of tools to capture, follow-up, and/or track leads. LeadMaster is a suite of integrated modules that can be used to automate and streamline email marketing, CRM and sales force automation.

You can increase activity, set more appointments, and drive revenue with less effort. Spotio Mobile App helps your reps stay organized and productive in the field. This App Gives You the Visibility You Need to Improve Field Sales Performance and Get Real-Time Data. Your representatives will be able to keep track of all their appointments, tasks, routes, sales activities, lead notes, and other information. Automated data entry allows field reps to be more productive and focused in the field.

Infer is an artificial intelligence (AI), SaaS platform that integrates with multiple MarTech solutions to manage hyper-segmented profiles and score predictive leads. You can identify your most promising prospects and create hyper-targeted segments to personalize outreach at scale. This will significantly increase conversion rates. Predictive lead scoring and profile management to optimize your sales and marketing efforts. Real-time scoring of large numbers of inbound leads, contacts, accounts, and accounts. Increase ROI by improving MQLs and prioritizing sales efforts to the leads/accounts which will drive the highest revenue. Segment and distribute leads in a fair and appropriate manner across sales teams. To improve targeting and segmentation, identify the effectiveness of campaigns by market segment. To significantly increase conversion rates, identify your most promising prospects, create hyper-targeted segments, and personalize outreach at scale.

Never let a deal slip or fail to follow up with a customer. All businesses that are growing face the same fundamental problems. You lose track of your leads, get lost under emails, and forget to follow up. The good news is that you can get rid of all this by using Funnel. Funnel can solve them all. Try Funnel CRM for free for 14 days. Simple CRM software that tracks leads and manages follow-ups. Less data entry means more sales. It's quick and easy. To create contact forms, you can use our easy form builder. Copy the code and paste it into your website. Contact form submissions allow you to place deals in a sales funnel instead of an inbox. Know when customers have viewed your messages. Impress your customers with professionally-formatted proposals. Multiple currencies supported. Funnel creates and maintains your contacts list based on the information that they provide through contact forms. No effort required. To reply to customers, you can use your favorite email client and your mobile phone.

Azurepath is a simple to use lead management software that helps to manage, generate, and boost prospects. Drag and drop allows users to easily track activity, forecast and generate reports, and create crucial insights in real time. Azurepath gives your sales team the edge they need by allowing you to track every account and never lose track of another lead.

Lead generators can scale faster with our advanced lead distribution, validation, and lead nurturing software. You can track your lead revenue and distribute leads only, multi-sell, priority or weighted. • Capture leads in real time via your Web Forms and Quizzes. • Authorize incoming leads using highly customizable rules and third-party validation. Eliminate duplicate, invalid, or nonsensical data. • Send leads to any API in real time via Email, SMS or File Schedules. You can set caps, custom filters and commissions. Maximize contact rates for clients or make more profit from every lead you generate through SMS and Email scheduling. • Track the source, volume, and revenue of your leads. Real-time monitoring of leads sold, unsold and duplicates. • Provide portal access to your lead buyers or lead sellers.

noCRM.io, a cloud-based lead management software (SaaS), is designed for salespeople. NoCRM.io is a cloud-based CRM software that increases business productivity by allowing prospecting, lead tracking, as well as pipeline management. NoCRM.io allows users to create leads quickly (business card, email and website), as well as organize and customize their sales process to manage their sales cycle.

LeadsPedia, a software-as-a-service (SaaS), performance marketing platform, integrates lead distribution, affiliate management and call tracking and routing into a single, unified solution. LeadsPedia is reliable and scaleable. It allows users to capture, validate and deliver leads, track inbound calls and route them, manage affiliates, view real time reports, and much more. LeadsPedia makes it easy to connect siloed data and create powerful, scalable solutions that can improve your business productivity.

Connect leads to sales agents instantly through digital marketing and social media to increase sales. Learn how to digitally transform distribution channels. The world's most prestigious automotive brands, dealers, insurers, real-estate companies, digital marketing agencies, and thousands of small businesses use this tool to capture leads, track, gamify, and increase conversions. Engage customers via Facebook, email, or other digital channels. Then, move them to the telephone to increase conversions.

Negative data is no problem! Our own crawling and third-party data partners allow our AI to match, verify and aggregate real-time company information, emails, and social profiles across more than 500 million profiles and 10+ millions companies. Our data partners provide real contact data and hyper-targeted search results for salespeople. Complete list building automation allows salespeople to spend more time talking with prospects than researching them. Our integrations with CRMs and workflow tools are a huge hit with sales teams. They also love the ability to eliminate duplicate leads. Marketers love the fact that we send personal emails as well business emails, so you can have higher match rate for custom audience targeting and building outreach lists.

LeadConduit, a real-time optimization platform for lead optimization, empowers you to take actions on your leads by customizing your lead flow, enriching leads with additional data and filtering and rejecting leads, and delivering it all to your CRM. LeadConduit has over 100 pre-built integrations. These include data enhancements, lead sources, and recipient systems like CRMs and autodialers. LeadConduit also offers an Open API that allows you to customize it as much or as little as you like. You can capture leads from any source, compare them to existing lists and set the right price for the right leads. Seller submits data via LeadConduit Ping system. They provide TrustedForm data points via Certificate URL and limited information for suppressionlist checks. If the Seller is happy with the bid, the seller will post the lead with PII data into your LeadConduit flow.

Sugar Sell is a unique Customer Relationship Manager solution. It includes functionality that includes sales-force automation and customer support. Sugar Sell gives individuals and teams the freedom to focus on projects and interact with customers to make more sales. Sugar Sell is available to top brands. Get it today. Sugar Sell offers you what other customer management software solutions cannot: A guarantee of an exceptional user experience. In the PCMag's Business Choice Awards, Sugar was 4x a winner for customer satisfaction, reliability, and tech support. Our platform's real power lies in the stories it tells about your customers, your company, and the future of your company. It's the best customer experience tool to use if you want to empower all employees with the right information at the right time before they ask.

Don't waste your time creating contacts and entering data. Instead, focus on converting leads to deals. All information related to a lead can be stored in one place. Pre-defined reports are easy to understand and will streamline your workflow. Get organized to increase revenues. You can keep track of what you need to do next and gain insights from past data. We spoke to hundreds of businesses to find out their requirements so that you can have a simple CRM. Multiple sales pipelines can be created to track different aspects of your sales process. Filter leads in a pipeline by users, products and sources. The sales pipeline view can be used to perform a variety of actions, such as adding or renaming leads, assigning users to leads, and moving them to another stage of the sales funnel.

The early bird gets the sale. Filter, match and route leads to the right salesperson instantaneously. Close more deals. LeadAngel is a B2B Lead Management platform, including Lead to Account Matching and Routing. Fast, Reliable, and Customizable Operations works with Salesforce CRM and others. APIs available to route and match leads. LeadAngel helps businesses, organizations, and enterprises to improve sales process to close more deals, faster. The software offers lead routing, lead matching, fuzzy matching, lead deduplication, account based marketing strategies and detailed reporting. Matching is very customizable and extremely fast. Our system can identify matching companies in dozens of ways. You can further optimize your sales funnel by using tools like auto-conversion of leads to contacts if you find a matching account.

Tubular, a sales collaboration and workflow platform for sales teams, makes managing your sales pipeline easy and less tedious. Tubular is an easy-to-implement platform that provides sales tools that allow your team to focus on closing deals. Tubular makes selling again fun and engaging with features like tracking leads from multiple sources, triangulate data, seamless integration capability, multi-user collaboration, and many more.

SalesSeek is a cloud-based customer relations management (CRM), platform that is suitable for small, medium, and large businesses. SalesSeek's primary features include contact management and sales funnel management, as well as marketing automation, reporting and email marketing. SaleSeek integrates well with Sage One, Zendesk and Facebook.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

Your ad ops workflows will be simplified, saving you and your team hours in setting up and managing campaigns. Integrate with multiple ad server, custom ad server, and all of your downstream tech stack. Voiro takes out the complexity so you don’t have to worry. Your teams will be empowered with data. They will be alerted to growth opportunities, revenue at-risk, and many other reports. Your business will grow when you empower your teams with data. Revenue can be transformed from a lagging indicator to a leading indicator by providing accurate, real-time projections of revenue across all channels, business streams, systems, and channels. Voiro's real time revenue reconciliation will reduce your monthly billing and accounting cycles to minutes. Voiro's accuracy assurance ensures that revenue reports can be automated and configured with all major ERP systems. Voiro's APIs allow you to see every detail of your business and push revenue numbers into all your downstream programs.

Vtiger is a single product that allows Sales, Marketing, and Support teams to collaborate and deliver exceptional customer experiences. Vtiger organizes customer data in one place so that everyone on the team has a complete view of the customer. Vtiger CRM assists over 300,000 businesses in increasing revenue, customer loyalty and team performance. It breaks down the barriers between sales, marketing, and support teams. Vtiger's All in One CRM allows teams to create memorable experiences across the entire customer lifecycle. 1. Marketing teams must capture and nurture leads. 2. Sales teams can score, track, and close deals. 3. Support teams can access customer history to provide exceptional support.

HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.

eMail-Lead Grabber allows you to extract email from Microsoft Outlook and then automatically transfers them to your database. The form is sent to you electronically when your prospect fills out a form on your website, such as a contact form, feedback form, request a quote or submit a order. eMail-Lead Grabber allows you to import these forms quickly and transfer them into your database. eMail-Lead grabber allows you to convert emails quickly to ACT! Database. It supports other databases like Excel spreadsheet, Text file and Outlook. This email to database software automates manual data input and allows you to quickly reach your prospects through personalized auto-response emails. Round Robin Forwarding in eMail–Lead Grabber automates the routing of email leads to sales teams.

At every stage of the sales process, turn your leads into profit. You can manage all aspects of your lead generation efforts better, including collection, assignment, follow-up, and sales cycle. You can see the performance of your business partners and sales associates, and how they are handling leads. You can track profitability for every lead source, associate, and branch office. Our Lead Capture API and email parsing technology allow you to automatically consolidate all of your lead sources into one solution. We can work with your company's website, Zillow, Buyside and ReadyChat, Realtor.com, Homes.com and many other lead generation partners. Use broadcast assignment rules or round robin to automatically route leads to sales reps. Acceptance time limits can be set. Track acceptance times, multiple inquires, and more!

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.

You can create a queue of leads and assign priority to them based on their status. You can easily schedule follow-ups and dispose of leads using custom parameters. Warm transfer calls to other members of your team. You can easily share and collaborate with colleagues and referral partners on any lead. Automate communication and increase lead generation by connecting more partners to leads early in the sales process. Your borrowers will be able to close more loans by having a simplified experience. This automates the process and connects to their financial accounts to automatically populate most of the 1003, including their documents. You can customize your workflows and automate follow up to past clients and new leads with pre-set triggers. With just one click, you can launch automatic reminders and emails, tasks, and lead sharing. Robust tablet app that syncs with CRM. Upload your listing photos and send your visitors a professional follow up email with the listing and your contact information.

Track automates the qualification, routing, scheduling and following-up of your inbound leads, so that your team can focus on closing. Faster meetings with high-intent prospects. Simple shortcuts and snippets can double your sales team's productivity. Use customized and branded forms, or integrate Typeform. Round Robin Routing, instant scheduling, with reminders sent via email, WhatsApp etc. Support and feature requests are handled quickly. Instant lead routing, faster time to lead, and reduced meeting time. Instantly qualify leads, increase speed-to lead and reduce the time to meeting. Track allows for complex routing flows and scheduling across geographies. Improve pipeline velocity to increase win-rates.

The Sales Pipeline Ready Platform by RevSure.AI helps marketing and sales teams predict and generate pipeline accurately with AI-powered insights. Do you worry about not having enough pipeline for the next quarter? RevSure can help you confidently forecast and generate pipeline. It can pinpoint where your funnel is having bottlenecks and tell you how to fix them. Real-time account and lead recommendations will help you to adjust your strategy. Get visibility into the conversion driving behaviors that lead from lead to opportunity. Discover funnel leakage, and how to fix them. Track marketing campaigns easily, understand behaviors across segments and channels, and get actionable insights to improve performance.

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

Zendesk Sell (formerly Base) is a next-generation CRM software that accelerates sales for modern sales teams. Zendesk Sell allows small business, mid-market, and enterprise sales teams to improve their productivity, visibility, and process efficiency. Zendesk Sell features an intuitive user interface that allows teams to access, analyze and collaborate on relevant data. It also prioritizes leads and opportunities and drives sales actions with data. You can make calls, send emails, schedule meetings, view deal history, and even log everything manually from one place. Sell allows you to close deals from anywhere. It gives you the power and flexibility of a desktop sales tool, even when you're not physically there. Zendesk Sell is simpler than legacy sales management tools and easier to use.

Find out what drives your team to success. See how 10,000+ companies have increased revenue growth, reduced risk and unlocked upside by synchronizing lead to opportunity, renewal to cross-sell, and more. Automated sync of deal activity and engagement levels allows you to truly analyze your sales process. Activity data is the most important indicator of sales results. We automate, connect, and write-back the entire team's activities to your CRM. So you can get more consistent and predictable results, discover exactly which activities your sales team completed, what steps they missed, how prospects responded, and so much more. It's never been easier to understand what your top reps do differently. Every customer call throughout the sales process should be recorded, transcribed and analyzed. Record transcripts, keywords and trends as well as talk time. Combine conversation data with full lifecycle activity capture and robust Machine Learning to enrich every aspect of your business, including forecasts, reporting, product routes, and more.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

Your CRM will provide you with the most detailed information about Nordic and Dutch companies. Alerts, trigger actions, and more are available. Vainu combines raw data from millions public and private sources to give you company information that is reliable, actionable, and in-depth. Vainu provides the most recent news about companies and identifies those who are likely to become your customers. Vainu integrates with the tools of sales and marketing teams to automate the tasks they have to do manually. They can also be more strategic and achieve better results by providing the right data at the right time. The right company information can power your entire business and increase conversions. Complete company information can be added to your records. This information can be used to build a foundation for advanced lead scoring, strategy, and other activities. Keep your pipeline full of ideal prospects. Track target accounts to identify sales opportunities. Avoid manual data entry to save time and energy.

GlassHive is a unique sales and marketing app designed for IT service providers. Access to CRM marketing automation, sales management and sales enablement tools is available to users. GlassHive was created by team members who have worked with managed service providers (MSPs), of all sizes, to remove bottlenecks in visibility, accountability and data management. GlassHive can simplify your sales and marketing processes today through platform unity.

You can easily give each member of your sales team the right level visibility to encourage accountability, and ensure integrity of your pipeline data. You can instantly increase productivity by providing intuitive pipeline views, rollups, status indicators, and information on opportunities. Natively built on Salesforce Lightning Platform for complete data security, rapid deployment, seamless integration with business processes, and seamless integration. You can quickly see the flow of deals into and out your pipeline, including new contracts, wins, losses, pushes, etc. The summaries show the total change, along with all the underlying data. You can quickly drill down to individual deals to see how they changed without having to open dozens of tabs, windows, or clicks. Visual cues and numeric values can be used to assess pipeline risk for a variety of deal factors, including deal values, status, timing, and deal value. To understand the context of individual deals and identify areas of concern, you can review key data.