Fully automated lead assignment for Salesforce

Are you looking for a better way to assign leads in Salesforce? Fully automate your lead assignment with Kubaru.

Improve lead response time and close more leads

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 optimize your response time. 

A sales rep receiving email notification about a lead assignment
A customer and employee high-fiving and a checklist of skills

Assign leads to the right sales rep

Close more deals by assigning leads to the best possible rep. 

Make sure leads never go unworked again

67% of leads are never contacted according to a study by InsideSales. Leads often go uncontacted due to lack of sales capacity, cherry picking, availability, human error, and so on. Kubaru eliminates these problems. 

A sales woman who is unavailable to respond to leads

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.

Empowering the fastest growing companies

Ready to see if we're a good fit? Schedule a free demo.

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