Q-assign

Q-assign

Ortoo
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About

LeanData’s GTM Orchestration Platform helps B2B teams simplify complex processes, connect siloed tools, and take faster action across the entire buyer journey. With no-code automation and node-level integrations, LeanData makes it easy to match, route, assign, and schedule leads — while adapting to changes in your strategy, tech stack, or territory design. Trusted by companies like Nvidia, Cisco, and Palo Alto Networks, LeanData empowers GTM teams to operate with speed and precision — capturing more revenue, improving conversions, and delivering better customer experiences from first touch through closed-won and beyond.

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

Commercial and Enterprises

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

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Reviews/Ratings

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features 0.0 / 5
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support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

LeanData
Founded: 2012
United States
www.leandata.com

Company Information

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

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot

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

Revenue Operations Features

Account Health Dashboard
AI Insights
Automatic CRM Updates
Contact / Activity Tracking
Revenue Dashboard
Revenue Intelligence / Reporting
RevOps Automation
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Integrations

Salesforce
6sense
BambooHR
Clearbit
Cloudingo
Cognism
Crossbeam
G2
Gong
Groove
Kernel AI
Kronologic
Ortoo
Outreach
Salesforce Agentforce Marketing
Salesforce Sales Engagement
Salesloft
Sendoso
Slack
UserGems

Integrations

Salesforce
6sense
BambooHR
Clearbit
Cloudingo
Cognism
Crossbeam
G2
Gong
Groove
Kernel AI
Kronologic
Ortoo
Outreach
Salesforce Agentforce Marketing
Salesforce Sales Engagement
Salesloft
Sendoso
Slack
UserGems
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