Name: Pixel&Code
Price range: $

Automate Assignment

Automate record assignments upon creation or update, eliminating manual effort and ensuring swift lead distribution.

No Custom Code Required

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

Flexible Configuration

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

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.

SLAs and Reporting

Define and manage SLAs, and build detailed reports and dashboards to track and monitor performance.

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.

No Custom Code Required

Streamline processes without the need for custom code, simplifying system management and reducing development overhead.

Advanced Routing Rules

Leverage sophisticated routing based on custom criteria to ensure precise and effective lead assignments.

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.

Features

Automate Assignment

No Custom Code Required

Flexible Configuration

Advanced Routing Rules

Dynamic Workload Management

SLAs and Reporting

User-Friendly Interface

Fair Distribution

Real-Time Notifications

Integrated Workflows

Manage Workloads

No Custom Code Required

Advanced Routing Rules

Automation Capabilities

Customizable Notifications