Say goodbye to rigid assignment and routing errors. Automatically assign any standard or custom object with precision - no manual effort, just flexible rules and a faster pipeline.
✖︎ Slow, time-consuming assignments
✖︎ Leads go cold
✖︎ Wrong reps, fewer conversions
✖︎ Limited skills/territory matching
✖︎ No tracking or accountability
✔︎ Instant lead routing
✔︎ Faster follow-ups, more deals
✔︎ Right lead, right person
✔︎ Custom rules for routing
✔︎ Track and ensure accountability
> Set capacity limits to prevent overload and ensure fair workload distribution.
> Assign leads evenly to keep reps focused and engaged.
> Tailor assignment caps to align with each rep’s capacity, keeping performance high.
Simplify processes by removing the need for custom code, making system management easier and more efficient.
Add users to MatchGroups in bulk based on roles, divisions, or even Chatter Groups.
Route records to the closest rep with our new Distance mode, ensuring location-based assignments are always precise.
Work seamlessly with any Salesforce object, utilize custom field routing, and assign leads to any field, offering comprehensive configuration options.
Save time by cloning MatchGroups along with their related records.
Implement sophisticated routing based on custom criteria, enhancing the precision and efficiency of lead assignments.
Set workload caps based on custom rules, respect calendar events, and implement capacity-based capping to manage workloads effectively.
Track team performance, SLA compliance, and more with a customizable Salesforce Analytics dashboard.
Interact easily with an intuitive and user-friendly interface, designed for seamless navigation and operation.
Utilize Round Robin or Load Balancing methods for fair and efficient lead distribution, ensuring equity among team members.
Receive immediate email and SMS notifications when records are assigned, enabling prompt action and follow-up.
Integrate with Sales Cadence, automate multi-stage sales processes, and respect calendar events to streamline workflows.
Fine-tune rep availability, implement dynamic capping, and reject bad records to ensure manageable and productive workloads.
Automate assignment on record creation or update, and streamline multi-stage sales processes through automation, enhancing operational efficiency.
Personalize communication with editable email templates, allowing for tailored and effective messaging.
Plauti Assign is the Salesforce-native solution that empowers admins, managers, and business leads to automate and oversee all assignment and routing in Salesforce: across any object, any team, and any rule.
Plauti Assign allows you to distribute records using round robin, weighted round robin, or assign them to the user with the lowest workload, all configurable with flexible routing rules. Assign by workload, availability, distance, or custom logic.
Plauti Assign lets you fine-tune assignment by considering out-of-office status, working or shift hours, calendar availability, and omni-channel status. The system recalculates available assignees in each Match Group using your rules, so records only go to reps who are truly available.
Yes. With Dynamic Assignees, you can add users to MatchGroups in bulk based on criteria like role, division, country, or skills.
Yes. Plugin-based routing lets you implement your own logic with Apex plugins, so you can match records and assign users based on any unique business requirements, not just the standard methods.
Yes. You can pair it with AI to automatically assign records using customer context, history, segmentation, and key details, making sure each record goes to the most appropriate person or team every time.
Yes. The team performance dashboard goes beyond basic lead distribution metrics. It provides detailed analytics on records assigned to each team and individual, tracks SLA handling times, and features a leaderboard to highlight performance.
Plauti Assign offers extremely flexible assignment and advanced availability controls, like creating definitions of how capacity is calculated. It stops cherry-picking and supports triggering escalation rules and field updates for advanced automation, giving you precise and fair assignment, beyond what OmniChannel provides.
✔︎ Automated Assignment
✔︎ Real-Time & Customizable Notifications
✔︎ No Custom Code Required
✔︎ Flexible Configuration
✔︎ Advanced Routing Rules
✔︎ Dynamic Workload Management
✔︎ Fair Distribution
✔︎ SLAs Reassignment and Reporting
✔︎ User-Friendly Interface
✔︎ Integrated Workflows
