Features
Round Robin
Classifier
Weighting & Capping
Availability
Tags
Tracking & SLAs
Monitoring & Analytics
Pricing
Learning lab
Make the switch
Company
About us
Contact us
Features
Round Robin
Classifier
Weighting & Capping
Availability
Easy Setup
Tags
Tracking & SLAs
Monitoring & Analytics
Salesforce Native
Pricing
Learning lab
Make the switch
Contact us
Choose the right plan
for your team
Plans that keep work assignment in Salesforce simple at every stage of growth.
Jump to feature
Distribution Methods
Segmentation Matching
Routing Configuration
Data Cleaning
Analytics & Reporting
Availability Management
User Widget
Testing & Troubleshooting
Advanced Permissions
Developer Tools
Support
Starter
$20
/user /mo
Free trial
Most Popular 🔥
Advanced
$35
/user /mo
Free trial
Unlimited
$55
/user /mo
Free trial
Classify & Convert
Tagging
One collection
Segmentation
Territories
Custom
Lead Matching
Lead Auto-Conversion & De-Dupe
Object Owner Sync
Distribute
Route any object, incl. custom
Round Robin
Load Balancing
Weighting & Caps
Enhanced
Availability Management
Lookup Routing
Tracking & SLAs
Manage
Logging & Analytics
Team Performance Reporting
Standard
Custom
User Widget
Dedicated Customer Success Manager
Full feature list
Distribution Methods
Distribution Methods
Distribution Methods
Distribution Methods
Distribution Methods
Distribution Methods
Distribution Methods
Distribution Methods
Distribution Methods
Distribution Methods
Distribution Methods
Distribution Methods
Distribution Methods
Unlimited Distribution Rules
Route Any Object
Round Robin
Load Balancing
Lookup Owner
Related Owner
Sticky Assignment
Manual Distribution
Trigger Distribution
Pull Distribution
Distribution to Queues
Segmentation Matching
Tagging
One tag collection
Tag Filters
Smart Tag Filters
Territories
Custom Segmentation
Single stamp group
Lead Matching
Routing Configuration
Weighting
Assignment Caps
Multiple
Assignment Rejection
SLAs
(Speed-to-Lead)
Missed SLA Reassignment
Campaign Filters
Post-assignment Field Updates
Assign To Any User Fields
Workload-Based Caps
Workload-Based Caps With Criteria
Team Member Exclusion
Data Cleaning
Lead Auto-Conversion
Lead De-Duplication
Object Owner Sync
Auto-Archiving
Analytics & Reporting
Application Monitoring
Detailed Logging
Change History
Distribution Analytics
Today's Distributions
In-Record Distribution Detail
User Availability History
DE Data in Salesforce Reports
Pre-Distribution View
Time-to-Action Tracking
Team Availability Calendar
Team Performance
Standard
Custom
Availability Management
Out-Of-Office
Regional Holidays
Reusable Shifts
Team Hours Management
Team Availability Calendar
User Active/Away Toggle
Salesforce Calendar Integration
Shift Planner
User Widget
My Assignments
User Availability Toggle
Real-Time Notifications
SLA Countdown
Missed SLAs
Pull Records
Testing & Troubleshooting
Test Tool
Assignment Simulator
Advanced Permissions
Team Manager
Custom Team Manager
Developer Tools
Availability API
Classifier API
Out-Of-Office API
Tags API
Team Members API
Rejection API
System API
Trigger Distribution API
Platform Events
Standard Support
Knowledge Base
Learning Lab
Dedicated Customer Success Manager
Jump to feature
Distribution Methods
Segmentation Matching
Routing Configuration
Data Cleaning
Analytics & Reporting
Availability Management
User Widget
Testing & Troubleshooting
Advanced Permissions
Developer Tools
Standard Support
Premium Support Add-On (+20%)
Want to get started?
Start Free Trial
Starter
Advanced
Unlimited
Talk to us
Premier Support +20% /user /mo
Response Time
Within 4 hours
Average response time <30mins.
Learning Lab
Knowledge Base
Email Support
Phone Support
Config Review
Every 6 months
Team Training
Enhanced Onboarding
With Customer Success Engineer