Powerful features, simple to use

Assigning leads, cases, and other records in Salesforce doesn’t have to be difficult.

Empowering the fastest growing companies

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.

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Load balancing

Improve response time by automatically assigning leads, cases, and other records to reps based on their current workload. 

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Territory assignment

Assign leads and cases to reps based on geographic territories that you define using countries, states, and zip codes.

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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). 

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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.).

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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. 

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Other features

Assign anything

Easily automate the routing of any standard or custom object in Salesforce.

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Duplicate management

Ensure records flagged by your Salesforce Duplicate Rules are assigned to the same rep.

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Weights and limits

Maximize performance by assigning records based on capacity and performance.

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Assign records to available reps based on out-of-office schedules, holidays, etc.

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Automatically reassign unworked records before they go cold.

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Alert reps of assignments using email, mobile alerts, push notifications, slack alerts, and more. 

Ready to see if we're a good fit? Start your free trial today.

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You can email us at support@kubaru.io and we’ll respond back right away!

You can check out our knowledge base to read more about Kubaru features. Or contact us at support@kubaru.io to schedule a demo.

Yes! We believe in simple pricing with no hidden fees. Check out our pricing page for more information. 

Absolutely! We offer a free 30 day trial of Kubaru. You can install Kubaru directly from the Salesforce AppExchange. There’s no payment information required for the free trial. 

We do! Please email us at support@kubaru.io to discuss your requirements. 

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