Powerful features, Easy to use
Assigning leads, cases, and other records in Salesforce doesn’t have to be difficult. Kubaru makes it easy to automate even the most complex assignment logic.
Assign records any way you want
There’s no one-size-fits-all solution for assigning leads and cases. Luckily, with Kubaru you don’t have to compromise.
Round robin
Put an end to territory disputes with round robin assignment. Our proprietary algorithm ensures leads and cases are assigned fairly.
Territory assignment
Assign leads and cases to reps based on geographic territories that you define using countries, states, and zip codes.
Shark tank
Alternatively, you can allow your users to claim records from one or more shark tanks. This is a great option for support tickets and unworked leads.
Skill-based assignment
Ensure leads and cases are always assigned to the best possible user based on their skills (e.g., language, product knowledge, support tier level, certifications, and more).
Load balancing
Improve response time by automatically assigning leads, cases, and other records to reps based on their current workload.
Rule-based assignment
Create automated rules to assign leads and cases to users based on conditions you specify (e.g., company name, industry, employee count, etc.).
Other features
Kubaru is your all-in-one solution for automated lead assignment.
Assign Anything
Easily automate the assignment of any standard or custom objects in Salesforce.
Duplicate Management
Ensure records flagged by your Salesforce Duplicate Rules are assigned to the same rep.
Weights and 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.
Notifications
Alert reps of assignments using email, mobile alerts, push notifications, slack alerts, and more.
Empowering the fastest growing companies
Frequently asked questions
Is there a free trial available for Kubaru?
Absolutely! You can start a free trial at any time by navigating to our AppExchange listing and clicking “Get It Now”. The free trial lasts 30 days and includes all features. There’s no obligation or credit card required.
How much does Kubaru cost?
Kubaru costs $20/month per user. See the pricing page for more details.
Which Salesforce editions are compatible with Kubaru?
Kubaru is compatible with Salesforce Professional, Enterprise, and Unlimited.
Do you offer any custom feature development services?
We do! Please email us at support@kubaru.io to discuss your requirements.
Who can I contact about other questions?
Contact support@kubaru.io and we’ll get back to you immediately.