What it does
Corefactors combines sales, marketing, support and customer success in one customer relationship management (CRM) system. Sales managers can distribute inquiries using lead attributes, staff availability and queue capacity. Paid plans have monthly, quarterly or annual terms, with a seven-day trial for businesses outside its conditional startup offer.
Define a Corefactors assignment rule around the lead attributes that determine ownership, such as city, source or product. Combine conditions for a branch-specific sales team, or use round-robin distribution where the work should rotate. Per-representative capacity limits help keep a full queue from receiving more leads.
Availability is a separate part of the rule. Set active days and hours, connect leave-based skipping where used, and choose a backup representative or team pool for an unavailable primary assignee. Managers can still reassign a lead from the central dashboard.
Review assignment volume alongside response time and conversion by representative. A rule that routes the right territory still needs an available owner; inspect those settings when the intended person is not receiving new inquiries.
Plans and trial access
The following USD rates are per user with monthly billing. Quarterly and annual terms are also offered.
| Plan | Monthly rate | Selected difference |
|---|---|---|
| Seed | USD 10.99 | Lead management and one integration |
| Sapling | USD 21.99 | Workflow automation and three integrations |
| Tree | USD 27.99 | Team layouts and five integrations |
| Orchard | USD 46.99 | Support ticketing and ten integrations |
Other businesses get a seven-day trial before moving to a paid plan. The longer startup offer lasts up to one year and requires Indian registration, founding in 2022 or later, Series A funding or earlier, and no previous Corefactors billing. Existing users enter through Login.
Strengths
- Assignment can combine lead attributes with capacity limits
- Backup rules and leave-based skipping account for unavailable staff
Watch out for
- The extended free startup offer is limited to eligible Indian startups and lasts at most one year
Best for
- Multi-branch sales teams distributing inquiries across working shifts
Sources
- Corefactors CRM Pricing Plans for Every Business Need (Oct 27, 2026)
- Lead Distribution Automation | Smart Assignment | Corefactors (Oct 27, 2026)
- Start Free with Corefactors CRM | No Credit Card Required (Oct 27, 2026)
- Corefactors: Multiply Revenue with RevOps-Driven Platform (Oct 26, 2026)