Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits.
Entity Support: Supports OOB and Custom Entities
Round Robin: Divide the Leads equally among the team using Round Robin Algorithm.
Capacity: Assign Leads based on the individual capacity of each user
Rules: Create multiple assignment guidelines for different selection criteria for Leads
Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users.
Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements
Period: Define a period for the assignment of work items based upon that period
Description
Transform customer interests into sales meetings without delay. Boost your revenue stream with Re:catch, which efficiently channels demo requests into verified appointments with your sales team, significantly streamlining your process to re-engage customers. Leads that are confirmed within five minutes can convert up to 100 times more into actual sales opportunities. Avoid losing potential leads, and instead, focus on the most promising ones. Direct your sales representatives to the most qualified meetings to optimize their chances of success. Eliminate the frustration of endless email exchanges; schedule meetings effortlessly with just a simple drag and click. With Re:catch, you're not just enhancing efficiency; you're also paving the way for greater sales success.
API Access
Has API
No
API Access
Has API
No
Integrations
AXIO Advanced Projects
No
Microsoft Dynamics 365
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
Re:catch
Founded
2022
Website
www.recatch.cc
Product Features
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Product Features
Appointment Scheduling
Appointment Reminders
No
Automated Scheduling
No
Calendar Sync
No
Client Database
No
Group Scheduling
No
Mobile Access
No
Multi-Location
No
Online Booking
No
Online Payments
No
Recurring Appointments
No
Room Booking Management
No
Lead Capture
Business Card / Badge Scanning
No
Dashboard
No
Data Extraction
No
Lead Distribution
No
Lead Notifications
No
Lead Nurturing
No
Lead Qualification
No
Lead Scoring
No
Online Forms
No
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No