Salesforce lead routing & Case assignment software

The routing Salesforce can't do.

The complex routing mature GTM teams need, in one tool made for operators.
Build it, ship it, change it - same day, no developer.

4.9  AppExchange Rating
From $20 per user per month. Free 30-day trial.
A screenshot of Distribution Engine, the lead routing tool from NC Squared

“Reducing the time taken to make lead assignment rule changes from weeks to minutes.”

Read story
Kim Rabbitts
Snr. Demand Centre Director, Clarivate

Loved by 20,000+ users worldwide since 2011.

The original routing solution · since 2011

Thanks Salesforce,
we'll take it from here.

Salesforce's out-of-the-box assignment rules only get you so far. So we made the routing engine your team can build with.

Lead distribution, case assignment, round-robin, territory management. Every Salesforce record routed, without a line of code.

Where did routing break for you?
01

The assignment rule no one will touch.

The admin who built it left in 2022. Nobody's dared touch it since. The workarounds have workarounds now.

With Distribution Engine

Whether 50 reps or 500 - reconfigure in minutes, not sprints. Audit every change. Explain every assignment.

02

4 routing tools: half a solution.

Salesforce doesn't have a routing product. It has Assignment rules, Omni-Channel, Flow, and Apex. Assemble them yourself, and they still fall short.

With Distribution Engine

Route any object on availability, capacity, skills, and workload at once. Skip PTO. Cap the top rep. Ramp the new hire.

03

Apex flows your team can't change.

Marketing needs a new territory rule Monday. The Apex dev can get to it in Q3. The territory stays wrong for a quarter.

With Distribution Engine

Your team manages routing rules directly in Distribution Engine. No code, no developer. Ship the rules you need same day.

01
/
03
01

Platform pricing for a routing problem.

You needed routing. You got a RevOps platform with bells and whistles you weren't shopping for. And a support ticket every time you need to change a rule.

With Distribution Engine

Self-serve routing and matching, built for Salesforce, priced for the job.

02

Your routing in one system. Your business in another.

Routing logic processed outside Salesforce, synced back in. Audit trail and performance data? Not in the CRM where the rest of your business runs.

With Distribution Engine

100% Salesforce-native. No integration layer, no extra login.

03

It did the job when the job was simpler.

It handled round robin and the basics. But add a territory rule, skills requirement, automatic SLA reassignment — it runs out of road pretty fast.

With Distribution Engine

Every routing dimension your team needs. No workarounds.

01
/
03
Self-serve workflows

Teams that own the work should own the workflow.

Build it in an afternoon

Other vendors insist on implementing the platform for you. Distribution Engine is built for operators, so you can be up and running in an afternoon.

Change it in seconds

Sales needs a new territory rule Monday morning? It ships Monday morning. No raising a ticket with your Salesforce dev and hoping for the best.

Your Salesforce routing engine

Built to ensure work gets done, not just distributed.

Combine whatever rules the job needs. Route to someone capable and available every single time. Reassign anything unworked. That's speed and accuracy Salesforce's rules can't reach, without a line of code.

01/05
GEO · SEGMENT · FIELD

Territory routing.

Route by geography, segment, or any field combination on the account record. Salesforce territory management that drives your routing.

Northeast account → Northeast AE
Territory routing.
01/05
SKILL MATCH

Skills-based routing.

Match records to reps based on language, expertise, seniority, or any custom field.

French speaking prospect → French speaking AE
Skills-based routing.
01/05
LIVE CAPACITY · WEIGHTED · LOAD-BALANCING

Workload routing.

Balance by how much each rep is already carrying, with capacity limits and daily or weekly caps so no one gets buried.

At capacity → skipped
Workload routing.
01/05
OOO · SHIFTS · TIME ZONE

Availability-aware routing.

Never route to a rep who's on PTO, out of office, or on a shift break.

No leads into a black hole
Availability-aware routing.
01/05
LEAD-TO-ACCOUNT MATCHING · STICKY OWNERSHIP

Account-owner routing.

When a record comes in from an existing account, it routes to the rep who already owns it.

No more poaching named accounts
Account-owner routing.
01/05
THRESHOLD · Auto-REASSIGN

SLA reassignment.

Set response time thresholds per record type. If a lead sits too long without action, it reassigns automatically.

Records never go cold
SLA reassignment.
01/05
Salesforce round-robin

Round-robin.

No cherry picking, no free-for-all. Distribute work evenly across the team, then layer the smarter routing on top.

Routing 101 - ideal for round robin lead assignment.
Round-robin.
Every Record · one engine

One engine for routing, reassignment, & resolution across every record in your go-to-market.

Leads
Cases
Opportunities
Accounts
Contacts
Custom Objects

“By replacing the manual spreadsheet slog with a proactive engine, we've maximised our speed-to-lead and killed off the ‘admin debt’ and ownership disputes that slow teams down.”

Read story
Nikhil Kumar
Revenue Operations Director
Customer outcomes
Speed
Conversion
Responsiveness
Volume
Accuracy
Time savings

30x

Faster speed to lead
"Distribution Engine has grown with us for 12+ years. It handles every routing scenario we throw at it and routes leads into live conversations in under a minute."
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Chris Sweet
Director — Business Applications

+40%

Increase in lead conversion
"Distribution Engine has totally transformed how we handle lead distribution. It's fast, reliable, and keeps us ahead of the game."
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Justin Noris
Sr. Director

250%

Faster case responses
"Distribution Engine has been a game changer for responding to support cases faster. In the first week alone, we cut response times by 250%."
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Sheryl Tilton
VP Customer Success

+40%

Increase in leads distributed
"The internal sales team went from picking leads manually off a list view to a fully automated process."
Read story
Ryan Howard
Salesforce Admin

99%

Lead routing accuracy
"Advisors feel the system is fairer now. Managers love that they no longer have to play 'traffic cop' all day."
Read story
Gabriel Essemini
Director of Digital Innovation

8+ hrs

Saved per day
"It gives our teams the flexibility to manage the assignment rotation without investing multiple hours each day into the manual distribution of cases."
Read story
Becca Allen
Salesforce Configuration Lead
Lead matching & lead deduplication

Routing is only as good as the data going into it.

Match, dedupe and classify every record before assigning it - so the rules you built work the way you designed them to.

01 • Domain match • Fuzzy Logic

Lead-to-account matching.

Match incoming leads to existing accounts and contacts. If the company or person's already in your CRM, the lead lands with the rep who owns it.

new lead → match:  acme.com → owner

02 · Deduplicate · Auto-convert

Dedupe & auto-convert.

Duplicate leads get merged. Matched leads convert to contacts and opportunities automatically. Reps work clean records, not CRM clutter.

new lead → duplicate detected → merge

03 · Territories · Custom tags

Classification rules.

Tag records on the way in with skills, territories, language, priority, or whatever you need. Set the rules once, the routing handles the rest.

tag:   skill=FR  ·  tier=ENT

BOOKING ENGINE - SALESFORCE MEETING SCHEDULER

Book the meeting before the lead cools.

Schedule, route, and handoff meetings across your team directly from Salesforce.

Stop the drop-off between qualification and meetings booked with Booking Engine.

Learn more
4.9  AppExchange Rating
Assignment notifications in Slack & Salesforce

Alert reps in the tools they already use.

Routing a record to the right rep is half the job. Distribution Engine alerts reps the moment work lands, surfacing it in the tools they already use - Slack and Salesforce.

Each assignment arrives with a clear SLA attached. Miss it, and the record moves.

✔  In-Salesforce widget for live availability and SLA countdowns
✔  Slack notifications, with one-click accept and reassign
100% Salesforce-native

Routing you can measure, audit, & defend.

See how routing is performing. Pull the receipts when someone asks why. Test rules before they go live. All inside Salesforce, not in a separate tool.

Reporting

Every routing KPI.
In the dashboards you already use.

Speed-to-lead, assignment accuracy, SLA response times, and records per rep - all tracked natively in Salesforce with the rest of your funnel.

Learn more
Distribution logs

Know exactly where every record went, & why.

Full audit trail for every assignment, reassignment, and rule change. When a rep disputes a lead or a manager needs answers, it's there.

Routing simulator

Test before you ship.

Simulate your configuration with real Salesforce data. Debug the logic before it goes live. Ship it knowing it works.

We've got your back

Real Salesforce experts. From first call to go-live.

Work with the same team of routing experts from your first call all the way to implementation. And if routing gets complicated, you've got a Salesforce expert on hand who already knows your setup when you call. To us you're never just another support ticket.

"Outstanding Support"

Our customers say it best. 80% of our 135+ AppExchange reviews praise the quality of our support.

“The implementation was super easy, the onboarding magnificent and their technical support is very prompt and always on point. Fantastic tool really a must have.”

Read story
Giancarlo Amati
Salesforce Developer, Brightcove

Proudly independent & employee-owned.

No external investors chasing profits. No boardroom agendas. We answer only to our customers, which means we'll always put you first.

For every team in your Salesforce org

Different teams. Different work. One routing engine.

Sales & SDR
Leads · Accounts · Opportunities

Route leads faster.
Convert more pipeline.

Speed to lead is your competitive advantage. Route every inbound to a rep who's ready to work it. No hot leads going to reps on PTO. No overloaded reps taking more while others sit waiting. SLA enforcement so no opportunity goes unworked.

360 Learning increased lead conversion by 40%
Service & Support
Cases · Custom Objects

Respond faster.
Close more cases first time.

Salesforce case routing by skill, language, priority, or product line. Reassign when SLAs are at risk. The right agent gets the case before it becomes an escalation.

ZenBusiness sped up case response times by 250%
LEAD ROUTING IN SALESFORCE - COMPARING YOUR OPTIONS

Distribution Engine vs the alternatives.

See how Distribution Engine compares to other lead routing tools. Native lead, case and opportunity routing built entirely inside Salesforce. No Flows or Apex.

For the Routing, Salesforce can't do. Free for 30 days.

The original Salesforce-native routing engine. 20,000 users. 4.9 on the AppExchange. Since 2011.

Your questions answered.

Frequently Asked Questions.

Evaluating Distribution Engine?

The detail teams ask about when they're comparing tools, planning a rollout, or already routing with us.

How is Distribution Engine different from Salesforce's own assignment rules?

Can Distribution Engine do Lead-to-Account matching?

How quickly can we go live with Distribution Engine?

How does this compare to LeanData or Traction Complete?

Can I change routing rules without breaking anything?

Is Distribution Engine Salesforce native?

What types of object can I route?

Is Distribution Engine a good fit if I'm replacing an existing routing tool?

New to Lead Routing?

Start here. The basics of routing in Salesforce, in plain terms.

What is lead routing in Salesforce?

What should I look for in a Salesforce lead routing tool?