Q-assignOrtoo
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Home Service Companies, Agencies
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Audience
Service operations teams requiring automated, rule-driven routing of leads and cases to the right users in real time
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$7/month/user
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCartoply
Founded: 2026
United States
www.cartoply.com
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Company InformationOrtoo
Founded: 2010
United Kingdom
ortooapps.com/q-assign/
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Categories |
Categories |
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Integrations
Ortoo
Salesforce
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