Q-assignOrtoo
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Related Products
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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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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PricingContact us
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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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
Supported
Campaign Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Supported
Lead Scoring
Supported
Lead Segmentation
Supported
Pipeline Management
Not Supported
Prospecting Tools
Not Supported
Source Tracking
Not Supported
Revenue Operations Features
Account Health Dashboard
Not Supported
AI Insights
Not Supported
Automatic CRM Updates
Supported
Contact / Activity Tracking
Not Supported
Revenue Dashboard
Not Supported
Revenue Intelligence / Reporting
Not Supported
RevOps Automation
Not Supported
Sales Analytics
Not Supported
Sales Forecasting
Not Supported
Third-Party Data Aggregation
Not Supported
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Integrations
Salesforce
Supported
1mind
Supported
6sense
Supported
BambooHR
Supported
Clearbit
Supported
Cloudingo
Supported
Cognism
Supported
G2
Supported
Kernel AI
Supported
Kronologic
Supported
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Integrations
Salesforce
Supported
1mind
Not Supported
6sense
Not Supported
BambooHR
Not Supported
Clearbit
Not Supported
Cloudingo
Not Supported
Cognism
Not Supported
G2
Not Supported
Kernel AI
Not Supported
Kronologic
Not Supported
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