Q-assign

Q-assign

Ortoo
+
+

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About

Cartoply is a Calendly-style scheduling platform with one key difference: location-based routing. When a guest books, Cartoply can automatically match them to the right team member based on service territory β€” a capability Calendly doesn't offer. Hosts create event types, define availability, and share a public booking link; guests pick an open slot in seconds. Organizations get round-robin and territory-based assignment, reusable member groups for more complex routing, buffers, daily booking limits, custom intake questions, and pre-qualification rules to keep calendars under control. Native Google/Outlook sync and Zapier integration keep everything connected, and teams can collect payment upfront via Stripe or PayPal with automatic refunds on cancellation.

About

Q-assign is a native Salesforce lead and case assignment solution designed to automate and optimize how work is distributed across sales and service teams. It enables organizations to route records such as leads, cases, accounts, and custom objects using configurable rules based on criteria like territory, skills, priority, or availability. It supports multiple distribution models, including round robin, load balancing, and rule-based assignment, helping teams ensure work is allocated fairly and efficiently. Q-assign operates in real time within Salesforce, allowing records to be assigned instantly as they are created or updated, which reduces response times and helps prevent leads from going cold. It also provides tools for monitoring assignment performance, managing queues, and rebalancing workloads when users are unavailable.

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

Home Service Companies, Agencies

Audience

Service operations teams requiring automated, rule-driven routing of leads and cases to the right users in real time

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

No images available

Screenshots and Videos

Pricing

$7/month/user
Free Version
Free Trial

Pricing

No information available.
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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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

Cartoply
Founded: 2026
United States
www.cartoply.com

Company Information

Ortoo
Founded: 2010
United Kingdom
ortooapps.com/q-assign/

Alternatives

Alternatives

Categories

Categories

Integrations

Ortoo
Salesforce

Integrations

Ortoo
Salesforce
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