Q-assignOrtoo
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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.
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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.
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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
Commercial and Enterprises
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Audience
Service operations teams requiring automated, rule-driven routing of leads and cases to the right users in real time
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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 InformationLeanData
Founded: 2012
United States
www.leandata.com
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Company InformationOrtoo
Founded: 2010
United Kingdom
ortooapps.com/q-assign/
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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
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
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Integrations
Salesforce
6sense
BambooHR
Clearbit
Cloudingo
Cognism
Crossbeam
G2
Gong
Groove
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Integrations
Salesforce
6sense
BambooHR
Clearbit
Cloudingo
Cognism
Crossbeam
G2
Gong
Groove
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