Default Features

Based on 27 Default reviews. Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.

Provides tiebreaking features when leads match to multiple accounts. 27 reviewers of Default have provided feedback on this feature.

As reported in 25 Default reviews. Provides matching logic features for special characters, acronyms, and other complex names.

Based on 26 Default reviews. Automatically routes matched leads directly to account owners.

As reported in 26 Default reviews. Allows users to build custom routing rules.

Allows users to assign leads to selected territories and regions. 26 reviewers of Default have provided feedback on this feature.

As reported in 26 Default reviews. Allows users to configure schedules so leads are routed only during working hours.

Allows users to configure service level agreements so leads get matched and routed as fast as possible. This feature was mentioned in 25 Default reviews.

As reported in 25 Default reviews. Provides features to audit any leads that were misrouted to incorrect accounts.

Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts. 25 reviewers of Default have provided feedback on this feature.

As reported in 25 Default reviews. Limits the number of leads to assign to sales reps.

As reported in 25 Default reviews. Provides analytics for tracking and monitoring routing.

Provides integrations for CRMs and marketing automation platforms. 25 reviewers of Default have provided feedback on this feature.

Sends an alert to salespeople when a lead is routed to them.

Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.

Allows users to track how previous revenue forecasts have developed over time

Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities

Reports results on revenue attainment, conversion rate, and overall revenue analytics

Allows users to view data visualizations on several devices

Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success

Automatically associates calendar invites to update deal progress in a CRM

Automatically associates sales activities within emails to the relevant accounts in your CRM

Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM

Automatically links marketing leads to sales generated opportunities in your CRM

Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Identifies accounts that sales reps aren't engaging with

Maximizes account coverage by determining the optimal number of accounts per rep

Identifies common themes among historical deals that are won or lost

Identifies common themes and actions amongst reps that close the most deals

Allows users to track the level of engagement with each account and provides insights on frequency of engagement

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies

As reported in 23 Default reviews. This software integrates with Microsoft Teams.

This software integrates with popular email providers. This feature was mentioned in 26 Default reviews.

This software integrates with Zoom. 24 reviewers of Default have provided feedback on this feature.

Based on 22 Default reviews. This software integrates with Google Meet.

Based on 24 Default reviews. This software integrates with Salesforce.

Provide the ability to create a custom booking page. This feature was mentioned in 24 Default reviews.

Provide the ability to create custom scheduling URLs. 24 reviewers of Default have provided feedback on this feature.

Provide the ability to create a personalized web embed. 21 reviewers of Default have provided feedback on this feature.

Allow users to set automatic working hours. This feature was mentioned in 25 Default reviews.

Automatically update calendars after a meeting has been booked. This feature was mentioned in 23 Default reviews.

Provide the ability to incorporate buffer times, leaving time before and after meetings. 23 reviewers of Default have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes