
Phonexa is a unified platform built to optimize tracking and distribution for calls, leads, compliance, clicks, email, accounting, and more. The all-in-one marketing automation platform empowers brands and performance marketers to manage and distribute leads, track pay-per-call campaigns, increase ROI, and automate every stage of the customer journey.
At the core of Phonexa’s platform are LMS Sync for intelligent lead management and lead distribution and Call Logic for advanced call tracking, routing, and pay-per-call campaigns. Phonexa’s core solutions and six add-ons are powered by automation, smart routing, and real-time analytics, empowering performance marketers to capture, qualify, verify, and route leads efficiently while maximizing visibility, compliance, and profitability across all marketing channels.
Serving industries such as finance, insurance, home services, and beyond, Phonexa delivers complete visibility, fraud prevention, and compliance at scale. The platform combines advanced analytics, intelligent lead management, AI-enabled Call Agents, and smart routing to help businesses convert more qualified leads, improve ROI, and achieve growth through data transparency and control.
Learn more

Plauti enhances data integrity within Salesforce and Microsoft Dynamics 365 CE, empowering teams to automate processes, generate reports, and leverage AI on reliable records. By ensuring that no information is sent to external servers, all operations occur within your CRM, allowing administrators to maintain complete control without needing to submit any IT requests. The solution addresses data quality throughout the entire record lifecycle, providing a comprehensive overview of data health for all objects and fields, enabling the entire team to operate with a consistent and accurate understanding. It facilitates the bulk cleaning of duplicates, standardizes data formatting, and verifies the validity of emails, phone numbers, and addresses. Additionally, Plauti proactively prevents poor-quality records from entering the system, whether they originate from manual input, imports, APIs, or AI-driven tools such as Agentforce and Copilot. Clean data can be immediately utilized for routing and downstream distribution, allowing AI to function effectively on dependable records. As Plauti is integrated directly with the infrastructure of Salesforce and Dynamics 365 CE, it seamlessly adopts your current permissions and security protocols, eliminating the need for separate logins, avoiding delays in data synchronization, and ensuring compliance with regulations. This deep integration not only optimizes workflow but also enhances trust in your data management processes.
Learn more
Round Robin Distributor
The Round Robin Distributor is a versatile software solution designed to automate the routing of leads and cases through sophisticated round-robin algorithms and criteria-based bulk data assignments. It integrates seamlessly with Salesforce CRM, requiring no extra setup for users. This tool boasts a wide range of capabilities, including the ability to match SFDC record assignment rules based on various factors such as representatives' skills, the accounts they manage, their operating territories, and lead source metrics, among others. It empowers users to prioritize leads that are deemed hot or cases with high urgency, which is essential for effectively managing the sales funnel and ensuring timely responses. Additionally, teams can be configured according to specific business logic, allowing for tailored assignments that include specific sales representatives. Furthermore, the software can effectively manage agent schedules, enabling the temporary disabling of assignments when agents are unavailable, thus ensuring optimal resource allocation and efficiency in lead management. This comprehensive functionality makes the Round Robin Distributor an invaluable tool for organizations looking to streamline their lead routing processes.
Learn more
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.
Learn more