Related Products
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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
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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.
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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
Dynamics 365 users
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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
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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 Videos |
Screenshots and Videos |
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Pricing
No information available.
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 InformationInogic Tech
Founded: 2006
India
www.inogic.com
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Company InformationVertikl
Founded: 2025
France
www.vertikl.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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Integrations
AXIO Advanced Projects
Facebook
Google Ads
Make
Microsoft Dynamics 365
Outbrain
Snapchat
Taboola
TikTok
Zapier
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Integrations
AXIO Advanced Projects
Facebook
Google Ads
Make
Microsoft Dynamics 365
Outbrain
Snapchat
Taboola
TikTok
Zapier
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