Name: Pixel&Code
Price range: $

Route and Assign Any Record Natively in Salesforce

Say goodbye to manual assignments and routing errors. Automatically assign any standard or custom object with precision - no manual effort, just efficient and flexible rules.

Route Records To The Right Rep Every Time

Assign based on rep schedules, including out-of-office and working hours.
Limit records to balance workloads and prevent overload.
Direct leads using criteria like record fields, skills, distance or geographical locations.

Respond In Seconds

Route leads the moment they arrive.
Alert reps right away to take action.
Respond faster to increase conversions.

Balance Workloads To Fit Your Team

Set capacity limits to prevent overload and ensure fair workload distribution.
Assign leads evenly to keep reps focused and engaged.
Tailor assignment caps to align with each rep’s capacity, keeping performance high.

Meet Every SLA With Complete Visibility

Ensure follow-ups happen on time, with automatic reassignment if a lead isn’t picked up.
Track SLA compliance, response times, and follow-up rates with detailed reports.
Use insights from metrics to balance workloads and enhance team productivity.

Integrate and Ingest Your Data In Other Processes

Keep all data securely within Salesforce.
Instantly sync data and manage assignments directly in Salesforce for a seamless experience.
You can use the SRR data to improve processes across Salesforce Clouds, like: Agentforce, Data Cloud, Sales Cloud, Service Cloud, Health Cloud, Nonprofit cloud and more.

Start Today With Full Support

Launch quickly, with our support team guiding you.
Configure easily with a user-friendly interface and help when needed.
Adapt as your team grows.

No Custom Code Required

Simplify processes by removing the need for custom code, making system management easier and more efficient.

Dynamic Assignment

Add users to MatchGroups in bulk based on roles, divisions, or even Chatter Groups.

Geolocation-Based Routing

Route records to the closest rep with our new Distance mode, ensuring location-based assignments are always precise.

Flexible Configuration

Work seamlessly with any Salesforce object, utilize custom field routing, and assign leads to any field, offering comprehensive configuration options.

Enhanced Cloning

Save time by cloning MatchGroups along with their related records.

Advanced Routing Rules

Implement sophisticated routing based on custom criteria, enhancing the precision and efficiency of lead assignments.

Dynamic Workload Management

Set workload caps based on custom rules, respect calendar events, and implement capacity-based capping to manage workloads effectively.

Performance Dashboards & Actionable Insights

Track team performance, SLA compliance, and more with a customizable Salesforce Analytics dashboard.

User-Friendly Interface

Interact easily with an intuitive and user-friendly interface, designed for seamless navigation and operation.

Fair Distribution

Utilize Round Robin or Load Balancing methods for fair and efficient lead distribution, ensuring equity among team members.

Real-Time Notifications

Receive immediate email and SMS notifications when records are assigned, enabling prompt action and follow-up.

Integrated Workflows

Integrate with Sales Cadence, automate multi-stage sales processes, and respect calendar events to streamline workflows.

Manage Workloads

Fine-tune rep availability, implement dynamic capping, and reject bad records to ensure manageable and productive workloads.

Automation Capabilities

Automate assignment on record creation or update, and streamline multi-stage sales processes through automation, enhancing operational efficiency.

Customizable Notifications

Personalize communication with editable email templates, allowing for tailored and effective messaging.