Assignment Rule
Send Every Lead to the Right Rep, Instantly
Auto-assign leads and records by territory, product, workload or round-robin — so every lead gets a fast, fair owner and none slip through the cracks.
Fair, Fast, Automatic Ownership
Rule-based Routing
Round-robin
Workload Balancing
Instant Handoff
More Process Management Tools
Assignment Rule works with the rest of GetBiz CRM process management.
Pricing
Simple CRM Pricing, All the Features You Need
Standard
For small teams getting started with CRM.
- Lead & contact management
- Deal pipelines
- Email integration
- Basic reports & dashboards
- Web forms
Professional
For growing sales teams that need automation.
- Everything in Standard
- Workflow automation
- Sales cadences
- Revenue forecasting
- Advanced analytics
- Multi-channel (SMS, WhatsApp, chat)
Enterprise
For large teams with advanced needs.
- Everything in Professional
- Advanced process management
- Multiple currencies
- Custom roles & permissions
- Dedicated success manager
- Priority support
Prices are billed annually. Need something custom? Talk to sales.
No lead left behind
See why teams automate assignment in GetBiz CRM.
Real-time leave balances and reporting have enhanced our decision-making and workforce planning capabilities.
User-friendly interface and mobile access have increased employee engagement and self-service adoption rates.
Seamless integration with our existing HR systems has simplified leave management and reduced data entry.
Route every lead automatically.
Blogs
Lead Assignment Rules: Route Every Lead to the Right Rep Instantly
