Zoho CRM

Zoho CRM

Zoho
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About

Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.

About

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

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

Organizations looking to improve on sales and productivity in the Communication, Education, Healthcare & Life Sciences

Audience

Zoho CRM is built for large-scale enterprises, operating in any industry

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

$169/company/month (10 users)
Free Version
Free Trial

Pricing

$14.00/month/user
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

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.6 / 5
design 4.5 / 5
support 4.4 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Mirketa
Founded: 2003
United States
www.mirketa.com/round-robin-distributor/

Company Information

Zoho
Founded: 1996
United States
www.zoho.com/crm/

Alternatives

Alternatives

Q-assign

Q-assign

Ortoo
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

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Performance Management Features

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Integrations

5X
Agicap
Bask
Caffeinated CX
Canals
Contact Cloud
Florware
LinkedIn Talent Insights
Mailjoy
MegaDialer
Nytro
Sana
ScreenApp
Vervemail
Weevi
Xero
Zipteams
Zoho Voice
Zynk
leadpops

Integrations

5X
Agicap
Bask
Caffeinated CX
Canals
Contact Cloud
Florware
LinkedIn Talent Insights
Mailjoy
MegaDialer
Nytro
Sana
ScreenApp
Vervemail
Weevi
Xero
Zipteams
Zoho Voice
Zynk
leadpops
Claim Round Robin Distributor and update features and information
Claim Round Robin Distributor and update features and information
Claim Zoho CRM and update features and information
Claim Zoho CRM and update features and information