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What is Track?

Track simplifies the qualification, routing, scheduling, and follow-up of incoming leads, enabling your sales team to focus more on closing deals. By leveraging Track, you can arrange meetings with high-intent leads faster than ever. The platform features handy shortcuts and snippets aimed at doubling your sales team's efficiency. With customizable branded forms and seamless integration options with Typeform, it caters to diverse needs. Round Robin Routing ensures leads are matched with the most suitable representatives, while instant scheduling includes timely reminders through email, WhatsApp, and other channels. Quick response times for support and feature requests further boost overall productivity. Experience swift lead routing for enhanced speed-to-lead and reduced time to arrange meetings. This system enhances win rates by promptly qualifying and routing leads to the right sales representative. Additionally, Track improves your speed-to-lead and streamlines meeting arrangements. It also supports scheduling across different regions and adeptly manages complex routing flows, such as territory-based routing. Consequently, you can expect an increase in pipeline velocity and improved win rates, paving the way for greater success in your sales endeavors. The overall efficiency and effectiveness of your sales strategy will see significant enhancement with Track's robust features.

What is Q-assign?

Q-assign is a comprehensive tool integrated within Salesforce that automates the distribution of leads and cases, thus enhancing the workflow for both sales and service teams. This solution enables companies to manage records—such as leads, cases, accounts, and custom objects—by applying customizable rules that take into account various factors like territory, skills, priority, and availability. With the capability to support various distribution methods, including round robin, load balancing, and rule-based assignments, Q-assign guarantees that tasks are allocated fairly and efficiently. It operates in real time, allowing for immediate record assignments as they are created or altered, which helps to reduce response times and prevents potential leads from going cold. In addition, Q-assign features tools for tracking the effectiveness of assignments, managing queues, and balancing team workloads, especially when some members are unavailable, which ultimately boosts overall productivity and responsiveness. Moreover, this solution equips organizations to adjust their assignment strategies in alignment with changing business needs and team dynamics, ensuring continuous improvement and efficiency. As a result, Q-assign not only streamlines operations but also fosters a more agile and responsive team environment.

Media

Media

Integrations Supported

Salesforce
Enso Connect
Gmail
HubSpot CRM
HubSpot Customer Platform
Lynx
Microsoft Outlook
Microsoft Teams
Ortoo
Outreach
Slack
Topkey
Typeform
WhatsApp
Zoom

Integrations Supported

Salesforce
Enso Connect
Gmail
HubSpot CRM
HubSpot Customer Platform
Lynx
Microsoft Outlook
Microsoft Teams
Ortoo
Outreach
Slack
Topkey
Typeform
WhatsApp
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Track

Company Website

thetrackapp.com

Company Facts

Organization Name

Ortoo

Date Founded

2010

Company Location

United Kingdom

Company Website

ortooapps.com/q-assign/

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

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

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