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Q-assign: Lead, Case, Task Assignment, Dynamic Round Robin Rules - Optional AI
Intelligent Lead & Case Routing Engine | Assignment Rules + Round Robin
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Business Need
- ProductivityLead & Opportunity ManagementCase Management
- Requires
- Sales CloudService CloudRevenue Cloud
- Compatible With
- Marketing Cloud EngagementFinancial Services CloudHealth Cloud
Intelligent Routing Engine: Point & click assignment rules; Weighted round robin; Dynamic lead & case management; Load balancing; Lead Assignment, Cases, Opportunities & more. Work Order Distribution; Skill-matching. One of the best AI apps for Salesforce


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A Great Experience Working Alongside the Ortoo Team
We have had the opportunity to work alongside the Ortoo team on a shared client implementation, and it's been a great experience. From day one, they have been professional, responsive, and easy to work with. Whenever questions or issues came up, they were quick to jump in, work through them with us, and make sure we got to the root of the problem. It never felt like they were just trying to close a ticket; they genuinely wanted to help us find the right solution for our client. It has been a true partnership, and that level of collaboration has made a real difference throughout the project. I would happily work with the Ortoo team again and would recommend them to anyone looking for a knowledgeable, reliable partner.
Reliable Product with Outstanding Support
Ortoo has become an important part of our daily operations by helping us manage and prioritize cases more efficiently. The routing and automation capabilities have reduced manual work while improving consistency across our support processes. What stands out the most is the Ortoo support team. They respond quickly, take the time to understand our requirements, and work with us until the issue is fully resolved. I recommend Ortoo to any organization looking for a powerful routing solution backed by an exceptional support team.
Excellent support team
Not only do they ensure that tools are aligned with their intended purpose and usability requirements, but they also carefully and promptly seek out and propose solutions for even minor usability concerns or issues that arise afterward. It is a highly reliable support organization that consistently earns trust through its dedication and responsiveness.
Great
Ortoo has been very helpful in improving daily workflow efficiency. The interface is user friendly and the automation features help reduce manual effort while ensuring tasks are completed accurately. It has streamlined case management and made it easier to track and prioritize work. Sana provides quick and relevant information, making it easy to find answers and learn new processes. The responses are clear, well-structured, and save valuable time when searching for documentation or guidance. Overall it is a useful knowledge assistant that enhances productivity and supports day to day operations effectively.
World-class support
I wanted to share my experience with the developers and staff from Ortoo (Q-Assign). If the rest of the world had the level of service and support, which I received from Ortoo, we would be a much better and far more productive world. I have been so impressed and grateful for their level of support, hand-holding and quick responses. We use their Q-assign tool for lead and inbound chat/sms routing. It is a great tool and with their willingness to help, it is a no-brainer to buy this package. Cheryl Ward Salesforce Administrator
A Customer-Centric Team that does everything possible to assist their customers!
The Ortoo team is exceptional at tending to their customers requests and addressing them in a timely fashion. Anything we have asked for, the team is quick to respond and assist us in resolving the issue, or assisting us with adjusting the tool to meet our use case. Great team to work with!
Amazing Product and Support
As a consultant brought in to help a customer implement Enhanced Messaging and SMS, I was initially very skeptical about relying on a third-party application for routing instead of Salesforce's ootb Omni-Channel capabilities. After working with this solution, I can confidently say it has exceeded my expectations. Not only has the application proven to be incredibly stable and reliable, but the customer support has been exceptional. Their team has been with us every step of the way assisting with build, providing timely guidance, answering questions, and ensuring our implementation was successful. For customers with complex or highly customized routing requirements that extend beyond Salesforce's standard capabilities, I would absolutely recommend this solution. It has been a key part of delivering a flexible, scalable routing model while providing the confidence that comes with outstanding product support.
Exceptional Support Team
In my whole career, I have never had a better experience with a customer success or support team from a third-party vendor. They proactively worked to optimize our setup while remaining receptive to our priorities and internal bandwidth. They were critical to the success of one of our bigger projects, which included several other consulting teams, and they integrated into everything as if they were part of the team. Our consultants, as well as every member of my team, have only ever had positive things to say about Ortoo. They listen, and they resolve.
A True Customer-Centric Team
The Ortoo team is exceptional at what they do. Just tell them what you need, and they’ve got it covered. They are always open to exploring new ideas and continuously enhancing the overall experience. A huge shoutout to Sundas, Sabika and Sana for their dedication and consistently going above and beyond to ensure success! Working with you is an absolute pleasure!
Amazing flexibility, fantastic team to work with
Q-Assign can do it all—if you can dream it, Ortoo can make it happen. I'm very impressed with both the platform and the team. A special shout-out to Sana and Qurat for their outstanding support and expertise!