Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Q-assign is an integrated solution within Salesforce that automates the assignment of leads and cases, streamlining the workflow for sales and service teams. This tool allows businesses to direct records—such as leads, cases, accounts, and custom objects—utilizing customizable rules based on various factors, including territory, skills, priority, or availability. With support for different distribution methods such as round robin, load balancing, and rule-based assignment, Q-assign ensures that work is allocated in a fair and efficient manner. Operating in real time, it instantly assigns records as they are created or modified, thereby minimizing response times and preventing potential leads from becoming stale. Furthermore, Q-assign offers features for tracking assignment efficiency, managing queues, and balancing workloads effectively when team members are unavailable, ultimately enhancing overall productivity and responsiveness. Additionally, this solution empowers organizations to adapt their assignment strategies based on evolving business needs and team dynamics.
Description
Discover a comprehensive solution for managing customers, missions, tasks, planning, and profitability all in one accessible location. Whether in the office or working remotely, you can access vital real-time metrics to steer your operations effectively. Enhance your business insight by having clear visibility into all your assignments, including who is engaged in what tasks and who is currently available. This allows for the delivery of high-value services with greater efficiency. Streamline your processes by automating scheduling and task assignments while standardizing ongoing workflows to uncover untapped profitability. Equip your team with an intelligent collaborative platform that offers a consolidated view of all their projects, tasks, and timelines, significantly boosting productivity by eliminating repetitive tasks. Furthermore, ensure an optimal allocation of resources by considering skills, competencies, availability, and current workload to maintain a healthy work-life balance for your employees. By implementing these strategies, you’ll cultivate a more organized and effective work environment.
API Access
Has API
No
API Access
Has API
No
Integrations
Ortoo
No
Salesforce
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
€20 per user per month
Billed annually
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
Yes
Mac
Yes
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)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Ortoo
Founded
2010
Country
United Kingdom
Website
ortooapps.com/q-assign/
Vendor Details
Company Name
beeye
Founded
2014
Country
Canada
Website
www.mybeeye.com/en/
Product Features
Product Features
Collaboration
Brainstorming
No
Calendar Management
Yes
Chat / Messaging
No
Contact Management
No
Content Management
Yes
Document Management
Yes
Project Management
Yes
Real Time Editing
Yes
Task Management
Yes
Version Control
No
Video Conferencing
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Project Portfolio Management
Budget Management
Yes
Collaboration
Yes
Dashboard
Yes
Issue Management
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Project Planning
Yes
Requirements Management
Yes
Resource Management
Yes
Status Tracking
Yes
Task Management
Yes
Time & Expense Tracking
Yes
Strategic Planning
Budgeting & Forecasting
No
Dashboard
No
Goal Setting / Tracking
No
Idea Management
No
KPIs
No
Modeling & Simulation
No
Roadmapping
No
Scenario Planning
No
Scorecards
No
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
Yes
Expense Tracking
Yes
Mobile Time Tracking
Yes
Multiple Billing Rates
Yes
Offline Time Tracking
Yes
Online Time Tracking
No
Overtime Calculation
Yes
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
Yes