Q-assign

Q-assign

Ortoo
+
+

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About

Kubaru is a native Salesforce application designed to automate and optimize the assignment of leads, cases, and other records within CRM workflows. It enables organizations to replace manual routing with configurable automation that distributes records based on criteria such as availability, skills, geography, or workload. It supports multiple assignment methods, including round robin, territory-based routing, rule-based logic, and skill-based matching to ensure each record reaches the most appropriate representative. Kubaru also incorporates scheduling awareness, allowing records to be assigned according to out-of-office status, holidays, and user capacity to maintain balanced workloads. Additional capabilities include automated reassignment of unworked records, duplicate management to keep related items with the same owner, and real-time notifications that alert teams immediately when new work is assigned.

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

Salesforce sales and support operations teams that want automated, rule-driven routing of leads and cases to the right representatives

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

Screenshots and Videos

Pricing

$20 per month
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

Kubaru
Founded: 2016
United States
kubaru.io

Company Information

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

Alternatives

Alternatives

Q-assign

Q-assign

Ortoo

Categories

Categories

Integrations

Salesforce
Ortoo

Integrations

Salesforce
Ortoo
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