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Ratings and Reviews 0 Ratings
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What is Inogic Lead Assignment and Distribution Automation?
The Lead Assignment and Distribution Automation feature efficiently allocates and assigns leads from diverse sources to users within Dynamics 365 CRM. This tool enables managers to methodically distribute leads and customer inquiries, promoting equitable workload sharing among team members. By enhancing automation and lead assignment processes, organizations can boost operational efficiency, ultimately leading to increased sales and profitability.
It supports both out-of-the-box (OOB) and custom entities, ensuring versatility in usage. The Round Robin method ensures that leads are allocated evenly across the team, while individual user capacity is taken into account for lead assignments. Various assignment rules can be formulated to meet different lead selection criteria, allowing for tailored approaches. Additionally, leads can be assigned to users on demand, adhering to established assignment rules. The sequence of executing these rules can be customized to meet specific distribution needs, and a defined timeframe can be set for task assignments, optimizing the management of work items. Overall, this system not only streamlines operations but also adapts to the unique requirements of each organization.
What is Follow Up Boss?
Ensure that you never overlook a real estate lead again by effortlessly importing and distributing prospects from more than 200 sources. Convert potential clients into loyal customers with regular follow-ups that alert agents about whom to reach out to and when. Quickly assign leads to agents, respond to new inquiries, and issue timely reminders and alerts. All inbound leads and calls from your listings or website are automatically fed into Action Plans, which guarantees that emails and texts are sent out swiftly for immediate engagement. Simply log in, hit the "tasks" button to access your daily schedule, and systematically tick off each task as you finish them, eliminating any guesswork. Afterward, manage your emails, missed calls, texts, and voicemails from a single, streamlined platform. Take a moment to review your lists of active, pending, and priority clients, making it easy to pinpoint those who need follow-up. Reach out to them via text, then enjoy a well-deserved lunch break. While you move between appointments and property showings, stay connected by responding to push notifications, sending messages, jotting down contact notes, and reallocating leads as needed. This efficient approach guarantees that no potential opportunity is left unattended, providing a comprehensive solution for managing your real estate endeavors effectively. Make the most of your time and resources with this organized system that allows you to focus on what truly matters: building relationships and closing deals.
Integrations Supported
AXIO Advanced Projects
Bearworks
CallAction
Dubb
Facebook Messenger
Flow XO
Gmail
Levitate
Linq
Mailjoy
Integrations Supported
AXIO Advanced Projects
Bearworks
CallAction
Dubb
Facebook Messenger
Flow XO
Gmail
Levitate
Linq
Mailjoy
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$49 per user per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Inogic Tech
Date Founded
2006
Company Location
India
Company Website
www.inogic.com
Company Facts
Organization Name
Follow Up Boss
Date Founded
2011
Company Location
United States
Company Website
www.followupboss.com
Categories and Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Categories and Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation