A better way to assign records in Salesforce
Kubaru has every feature you need to fully automate the assignment of leads, cases, and other records in Salesforce.
Or visit us on the AppExchange to start a free 30-day trial
Empowering the fastest growing companies
Squeeze more from your pipeline with Kubaru
Increase conversion rates by reducing response time
According to a study by Lead Connect, 78% of customers buy from the first company to respond to their inquiry. Kubaru gives you the tools you need to respond to prospects faster than the competition.
Assign leads and cases to the right rep at the right time.
Kubaru ensures leads are always assigned to the best possible rep based on availability, skillset, location, product interest, language, and more.
Make sure leads and cases never go unworked again
Kubaru measures time-to-respond and reassigns unworked leads and cases automatically based on the conditions you define.
Your all-in-one solution for fully automated
lead and case assignment
Assign anything
Easily automate the routing of any standard or custom object in Salesforce.
Load balancing
Automatically assign records to reps based on their workload.
Round robin
Put an end to territory disputes by distributing records evenly.
Skill-based assignment
Assign records to the best user based on their skill set.
Territory management
Define your own custom geographic territories for assignment.
Rule-based assignment
Create rules to assign records to specific users based on any criteria in seconds.
Shark tank
Give users the ability to claim unassigned records from a shark tank.
Duplicate management
Ensure records flagged by your Salesforce Duplicate Rules are assigned to the same rep.
User weighting
Maximize performance by assigning more records to reps based on performance and capacity.
Limits
Set time-based and workload-based limits on the number of records that can be assigned to users.
Scheduling
Assign records to available reps based on out-of-office schedules, holidays, etc.
Reassignment
Automatically reassign unworked records before they go cold.
Active rep assignment
Prevent records from being assigned to reps that are idle or logged out of Salesforce.
Reimbursement
Reimburse reps for records that are lost due to reassignment or rejection.
Notifications
Alert reps of assignments using email, mobile alerts, push notifications, slack alerts, and more.
Analytics
Make data-driven decisions to improve your assignment strategy.
Salesforce AppExchange Reviews
Highly Customizable and Easy to Use
Kubaru has given us the ability to easily configure complex routing behavior…
Charlie Evans
Easy to Implement and Use
This distribution is essential to our business model, and Kubaru made it very easy to implement…
Joey Bellucco
An essential part of any platform!
Kubaru achieved what many have tried to do – create an “in Salesforce” solution…
Mark Schultz
Intuitive and effective
Using Kubaru is incredibly easy, especially when you think about how much you can do with it…
Nikhil Jagga