smart assignment
Smart assignment of leads
Automate the distribution of contacts and tasks based on rules and ensure that every opportunity reaches the right person.
Automatic, fair, and forget-free distribution
What is smart assignment in Clientify?
It’s a feature that automatically distributes contacts, tasks, and opportunities among your team based on criteria like geographic area, entry channel, availability, or scoring.
Each lead is linked from the start to a responsible person, activating flows, tasks, and tracking without manual intervention. Goodbye to disorganization and leads lost due to poor distribution.
Key benefits for sales and support teams
Why use smart assignment?
- Fair and automatic distribution: assignment by shifts, rounds, or balanced load.
- Leads attended instantly: no delays or bottlenecks.
- Total organization: each contact has a responsible person from the very beginning.
- Real automation: tasks and flows are triggered based on the assigned user.
- Multichannel and personalized: distribute by channel, area, scoring, or team.
How can you apply it?
Use cases: Smart assignment
Education
Leads assigned by campus or stage: students are automatically directed based on location, course type, or phase.
Industry and Manufacturing
Distribution of leads by area or product: each request is assigned to the most relevant sales representative based on territory or specialization.
IT and Software
Automatic Assignment: incoming contacts are assigned to the support team, pre-sales, or consulting without manual intervention.
Marketing Agency
Assignment by campaign type or AM: each lead is automatically linked to the right responsible person based on the active source or strategy.
Travel Agency
Assigned Clients: leads are automatically assigned to the most suitable agent based on geographic location or client preferences.
Health, Beauty, and Wellness
Assigned Appointments: Each contact is distributed to the ideal professional from reception based on availability, required service, or history.
They are already using Clientify
BOOST YOUR RESULTS WITH smart allocation
Try ALL the features free for 14 days.
14 days free with unlimited access to ALL of Clientify, and then choose the tools you want to use (and pay for).
Better to decide once you’ve tried it out, don’t you think?
CLIENTIFY CONSULTING TEAM
Count on a Clientify expert by your side for 4 months. We provide unlimited help to set up your new platform from start to finish.
And then what? Keep relying on all the support from Clientify to digitalize and scale your business.
