+
+

Related Products

  • boberdoo
    17 Ratings
    Visit Website
  • Plauti
    122 Ratings
    Visit Website
  • Phonexa
    237 Ratings
    Visit Website
  • Project Insight
    101 Ratings
    Visit Website
  • D&B Connect
    188 Ratings
    Visit Website
  • Astra Pentest
    254 Ratings
    Visit Website
  • Robin by Atera
    519 Ratings
    Visit Website
  • ManageEngine ServiceDesk Plus
    1,946 Ratings
    Visit Website
  • Infor M3
    152 Ratings
    Visit Website
  • Popl
    7,154 Ratings
    Visit Website

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

Vertikl is a next-generation lead distribution platform designed to help buyers and sellers capture, verify, enrich, and distribute leads instantly with minimal manual effort using automation and AI enhancements. It pulls leads from multiple sources, validates them in real time, eliminates duplicates, and automatically routes high-quality prospects to the most effective channels or partners while reducing unnecessary costs and improving ROI. Vertikl provides detailed analytics to help fine-tune strategies, streamlines lead management by importing, validating, enriching, and distributing leads in seconds, and integrates with various systems such as CRMs, APIs, and dialers. Users can connect acquisition sources like Google, Meta, Taboola, and others to pull cost data, track performance, and attribute conversions more accurately. It is user-friendly and no-code for most key actions, including mapping data and setting up distribution rules.

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

Sales and marketing teams, lead generation managers, and businesses that need to automate and optimize lead capture, validation, enrichment, and distribution to improve pipeline quality and ROI

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

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

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

Vertikl
Founded: 2025
France
www.vertikl.ai/

Alternatives

Alternatives

Q-assign

Q-assign

Ortoo

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

Integrations

AXIO Advanced Projects
Facebook
Google Ads
Make
Microsoft Dynamics 365
Outbrain
Snapchat
Taboola
TikTok
Zapier

Integrations

AXIO Advanced Projects
Facebook
Google Ads
Make
Microsoft Dynamics 365
Outbrain
Snapchat
Taboola
TikTok
Zapier
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 Vertikl and update features and information
Claim Vertikl and update features and information