Default Features

As reported in 28 Default reviews. Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.

As reported in 28 Default reviews. Provides tiebreaking features when leads match to multiple accounts.

Provides matching logic features for special characters, acronyms, and other complex names. This feature was mentioned in 25 Default reviews.

Automatically routes matched leads directly to account owners. 27 reviewers of Default have provided feedback on this feature.

Allows users to build custom routing rules. This feature was mentioned in 26 Default reviews.

As reported in 26 Default reviews. Allows users to assign leads to selected territories and regions.

Based on 26 Default reviews. Allows users to configure schedules so leads are routed only during working hours.

As reported in 25 Default reviews. Allows users to configure service level agreements so leads get matched and routed as fast as possible.

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. This feature was mentioned in 25 Default reviews.

Based on 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.

Based on 26 Default reviews. Provides integrations for CRMs and marketing automation platforms.

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

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.

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 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.

Based on 26 Default reviews. This software integrates with popular email providers.

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

As reported in 22 Default reviews. This software integrates with Google Meet.

This software integrates with Salesforce. This feature was mentioned in 24 Default reviews.

Provide the ability to create a custom booking page. 24 reviewers of Default have provided feedback on this feature.

Based on 24 Default reviews. Provide the ability to create custom scheduling URLs.

As reported in 21 Default reviews. Provide the ability to create a personalized web embed.

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

As reported in 23 Default reviews. Automatically update calendars after a meeting has been booked.

Provide the ability to incorporate buffer times, leaving time before and after meetings. This feature was mentioned in 23 Default reviews.

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