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 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

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

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Contact us
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

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
Terminus

Terminus

Terminus Software

Categories

CRM Supported
Go-To-Market Supported
Lead Management Supported
Marketing Supported
Revenue Operations Supported
Sales Supported

Categories

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

Integrations

Salesforce Supported
1mind Supported
6sense Supported
BambooHR Supported
Clearbit Supported
Cloudingo Supported
Cognism Supported
G2 Supported
Kernel AI Supported
Kronologic Supported
Microsoft Teams Supported
Ortoo Not Supported
Outreach Supported
Salesforce Agentforce Marketing Supported
Salesforce Sales Engagement Supported
Salesloft Supported
Sendoso Supported
Slack Supported
UserGems Supported

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
Microsoft Teams Not Supported
Ortoo Supported
Outreach Not Supported
Salesforce Agentforce Marketing Not Supported
Salesforce Sales Engagement Not Supported
Salesloft Not Supported
Sendoso Not Supported
Slack Not Supported
UserGems Not Supported
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