Features
Contact Management + Advanced Scheduling
Merge your CRM and scheduling in one platform. Appointments automatically create contacts, populate company data, and track every interaction, from initial booking to deal closure. A complete contact management software for small businesses and enterprises.
Contact management
Every appointment creates a contact profile that you can track and manage. Names, emails, companies, meetings—all captured and synced in your contact management database.
CRM automation
When someone books with you, their contact gets created in your contact manager software, and workflows are set automatically with follow-ups and reminders.
Custom objects and attributes
Design your contact management CRM software exactly how your business works. Create custom attributes and objects that are unique to your workflow and prospects.
Automated scheduling
Get your meetings booked 24/7 automatically. Connect your calendar, define your availability, and let your prospects pick the times that work best for everyone.
Smart routing
Qualify and direct every your leads to the right team or agent. Choose your custom questions and assign your customer contacts automatically, following your criteria.
Round robin
Distribute customer contacts across your team. Your incoming meetings rotate between available agents, according to your own rules, and contacts are assigned fairly.
Payment processing
For businesses that want to collect payments at booking. A seamless integration with Stripe and PayPal that reduces no-shows and ensures your time equals revenue.
Team coordination
Find the times that work for multiple calendars right away, and manage your team's permissions and availability. Everything in one contact management software platform.
Keep all data safe
Your CRM stores your contacts' data securely. Full GDPR compliance and end-to-end encryption, with more advanced security options depending on the plan you choose.
.svg.png){kind=icon}
