Everything you need to run your sales team
From handoff to close, optimize your sales team with the tools to promote success
Lead Sources
Connect your incoming leads easily in a few steps, chose the triggers and publish
Lead Routers
Dynamically distribute leads and other objects across your sales and service teams
SLA Policies
Set a specific amount of time a rep has to contact and close an assigned lead before reassignment
Reporting
Easily report on each reps performance with your own KPI's and provide better ramp up abilities
Connect your incoming leads easily in a few steps, chose the triggers and publish
Dynamically distribute leads and other objects across your sales and service teams
Set a specific amount of time a rep has to contact and close an assigned lead before reassignment
Easily report on each reps performance with your own KPI's and provide better ramp up abilities
Simplify management tasks.
Lead assignment shouldn't be complicated. Make sure that all leads are worked, prioritize important leads and monitor sales performance easily.
Working hours and assignment status
Stay on top of every lead by giving reps control
Set your weekly working hours to make sure that you only receive leads when you're available. Easily turn ON/OFF your assignment status.
HubSpot integration
Easily power your HubSpot CRM
Quickly connect HubSpot in one click. Power your CRM with lead distribution control and management.
Distribution models
Flexible distribution models allow you to decide how to rotate leads
Quickly improve conversion rates with weighted and our dynamic performance based rules.
Frequently asked questions
If you can’t find what you’re looking for, email our support team at support@routera.io
- How long is the install? Routera is simple to setup and integrates in minutes.
- What CRM's does Routera integrate with? We integrate natively to HubSpot and allow direct integration to any CRM via API
- Is Routera free? You can try Routera free for 14 days no credit card required
- Is there any documentation? Yes, you can find documentation link in our main menu
- What distribution models are included? Round robin, weighted/percentage and automatic AI based distributions
- Can you route all objects to reps? Yes, contacts, companies, deals and tickets can all be flexibly assigned
- How do you generate reports? Your home page will show you each rep and individual reports
- Can we expect more features? Yes, our team is actively working on new features to improve and drive revenue operations
- I lost my password, how do I get into my account? Use the forget password option on the login page