Add a new level of efficiency to your enterprise by creating workflows that focus exclusively on automating regular business processes and tasks. Focus on strategy, not repetition
Platform tourOur objective is to deliver a built-in and seamless user experience for marketing and sales within the CRM.
Lon Steinway
Office Gurus Inc.
City of London, UK
Total Score: 3
Today
Score Change: Target not seen for +10 days
13 days ago
Opened Question Followup email message
15 days ago
Converted on Contact us Landing Page
Jenny Olga
CoreMicro LLC.
Chicago, IL, USA
Total Score: 35
1 min ago
Visited pricing.php for 3 minutes and 30 seconds
43 min ago
LiveChat Session for 2 min 32 seconds
45 min ago
Converted on Request Quote Landing Page
Wayne Simpson
Rocket Builders Co.
Denver, Colorado, USA
Total Score: 20
3 days ago
Submitted a HelpDesk Ticket Need setup help
5 days ago
Registered for Getting Started webinar
6 days ago
Converted on FreeTrial Sign-up Landing Page
Create custom routing rules to assign lead records to specific sales agents or groups of sales agents based on profile, geolocation, data-event or lifecycle stage.
Ensure every sales agent receives their fair share of sales qualified leads with simple round-robin lead assignment.
Assemble groups of specific sales agents based on any criteria, such as geography or product and then assign them leads that best fit their subject-matter expertise.
Our lead routing and alerting feature enables you to assign lead ownership to Salesforce, SugarCRM and SuiteCRM users with SymSync.
Every second counts when a lead exhibts sales-ready behavior. Don’t miss the boat. Assign priority leads instantly and alert the sales agent via email or SMS.
Position your sales agents for success by delivering a full 360-degree profile of your lead with every new lead assignment or alert, automatically.
Leverage Vision to locate and add dozens of valuable data points to your lead records, with only a few clicks.
Explore Vision
