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About

Staying focused on your best accounts couldn’t be easier. Prioritize your top accounts in real time with custom scoring or by integrating with your existing scoring and intent tools. Personalize and automate books of business based on individual performance and capacity. Improve competitive win rates by building deeper expertise and reducing context switching. Build, track, and enforce revenue processes across your entire organization. Set guidelines, spot and solve issues instantly, and keep accounts evenly distributed as your team grows. Build deeper expertise and more meaningful relationships. Leave messy handoffs and transitions in the past. Adapt on the fly as your team and tech stack evolve. Take a one-on-one guided tour of our platform, and see how we make it easy to build deeper customer relationships. Ensure the right accounts are always worked the right way, always. Stop revenue leak with rules of engagement.

About

Kubaru is a native Salesforce application designed to automate and optimize the assignment of leads, cases, and other records within CRM workflows. It enables organizations to replace manual routing with configurable automation that distributes records based on criteria such as availability, skills, geography, or workload. It supports multiple assignment methods, including round robin, territory-based routing, rule-based logic, and skill-based matching to ensure each record reaches the most appropriate representative. Kubaru also incorporates scheduling awareness, allowing records to be assigned according to out-of-office status, holidays, and user capacity to maintain balanced workloads. Additional capabilities include automated reassignment of unworked records, duplicate management to keep related items with the same owner, and real-time notifications that alert teams immediately when new work is assigned.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses in need of a solution to automate book management and ensure their accounts are worked the right way

Audience

Salesforce sales and support operations teams that want automated, rule-driven routing of leads and cases to the right representatives

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$20 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AccountAim
United States
www.accountaim.com

Company Information

Kubaru
Founded: 2016
United States
kubaru.io

Alternatives

Alternatives

Q-assign

Q-assign

Ortoo

Categories

Categories

Integrations

Salesforce

Integrations

Salesforce
Claim AccountAim and update features and information
Claim AccountAim and update features and information
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Claim Kubaru and update features and information