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About

Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to respective Dynamics 365 CRM users. It helps managers to allocate and distribute incoming leads & customer queries in an organized way ensuring fair distribution of workload within each team. Automated distribution & assignment improve efficiency resulting in higher sales and profit. Entity Support: Supports OOB as well as Custom Entities Round Robin: Distribute Leads evenly among the team in a sequential pattern using Round Robin Algorithm Capacity: Assign Leads depending upon the individual capacity of each user Rules: Create multiple assignment rules for different selection criteria of the Leads Existing Records: On demand assignment of existing Leads to users depending upon the assignment rules Order: Set order for executing assignment rules to allot & distribute Leads as per your requirement Period: Set period to assign work items based on period

About

Close more deals faster with LionDesk, a CRM, lead, and transaction management solution. LionDesk is suitable for brokers, real estate agents, teams, and lenders. LionDesk is accessible via native mobile apps for iOS and Android. LionDesk features include task scheduling, transaction management, drip marketing campaigns, lead distribution, email tracking, contact management, and more. With LionDesk's CRM functions, users can manage clients by assigning each new client to a specific team member.

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

Dynamics 365 users

Audience

Realtors, Teams, Brokers, & Lenders.

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

$25.00/month/user
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

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

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

Inogic Tech
Founded: 2006
India
www.inogic.com

Company Information

LionDesk
Founded: 2014
United States
www.liondesk.com

Alternatives

Alternatives

Top Producer CRM

Top Producer CRM

Top Producer Systems
Q-assign

Q-assign

Ortoo
Fieldnotes ai

Fieldnotes ai

Fieldnotes AI
ClusterLion

ClusterLion

ProLion

Categories

Categories

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Integrations

AXIO Advanced Projects
Autymate
Axis LMS
BoldTrail Back Office
Curb Hero
Documati
Dubb
Happy Grasshopper
LeadsBridge
Microsoft Dynamics 365
OSI IDX
Pabbly Connect
Stackreaction
T-Max Phone Systems
TRIBUS
Visual Visitor
Vonage Communications APIs (Nexmo)
dotloop
leadpops
zBuyer

Integrations

AXIO Advanced Projects
Autymate
Axis LMS
BoldTrail Back Office
Curb Hero
Documati
Dubb
Happy Grasshopper
LeadsBridge
Microsoft Dynamics 365
OSI IDX
Pabbly Connect
Stackreaction
T-Max Phone Systems
TRIBUS
Visual Visitor
Vonage Communications APIs (Nexmo)
dotloop
leadpops
zBuyer
Claim Inogic Lead Assignment and Distribution Automation and update features and information
Claim Inogic Lead Assignment and Distribution Automation and update features and information
Claim LionDesk and update features and information
Claim LionDesk and update features and information