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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 Fullcast Perform?

Fullcast Perform delivers automated routing that empowers sales teams to maximize productivity, efficiency, and revenue growth. It manages every stage of the funnel, from lead and account assignments to opportunities, cases, and subscriptions—all fully automated and configurable. By aligning routing logic with GTM strategies and territory plans, it eliminates errors and ensures every request lands with the right rep, instantly. Leaders gain real-time dashboards that track SLA compliance, identify bottlenecks, and provide immediate insight into routing performance. With its no-code design, routing can be configured by role, skills, availability, or custom CRM attributes, making it highly adaptable. Reps benefit from push notifications on new assignments and auto-qualification that prioritizes leads to boost conversions. By reducing rerouted leads and unmatched accounts, organizations save time and accelerate pipeline generation. Case studies from Udemy, Collibra, and Degreed highlight improvements like a 46% reduction in rerouted leads and significant increases in revenue alignment. Enterprise-grade compliance with SOC 2 and GDPR ensures data security and trust. With Fullcast Perform, businesses replace manual inefficiencies with a dynamic, automated system that drives consistent growth.

Media

Media

Integrations Supported

AXIO Advanced Projects
Bullhorn
Fullcast
Gmail
HubSpot CRM
HubSpot Customer Platform
LinkedIn
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
Salesforce
Zendesk

Integrations Supported

AXIO Advanced Projects
Bullhorn
Fullcast
Gmail
HubSpot CRM
HubSpot Customer Platform
LinkedIn
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
Salesforce
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$30 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

Fullcast

Date Founded

2017

Company Location

United States

Company Website

www.fullcast.com/usecases/lead-routing/

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

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Performance Management

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

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