Easily connect, engage, and interact with Schedule Smarter
Scheduling made simple and smart
Provide a flawless customer experience
Schedule Smarter allows your team to automatically route meetings to the best CSMs to deepen relationships and solve problems more efficiently.
Book meetings from anywhere
Fast booking for enhanced customer engagement
Make appointment scheduling easy with tools that simplify and streamline your Customer Success or Customer Service workflows, saving your representatives time and effort.
- Schedule appointments from anywhere
Schedule Smarter integrates seamlessly with your favorite ticketing software so CSMs can book from their native interface.
- One-click scheduling
Minimize clicks and reduce friction with the scheduling widget embedded right into your support tickets.
- Custom templates, macros and reminders
Dynamic meeting templates and automated custom email and text messages make it easy for your CSMs to stay on top of their schedules, and so your customers remember to show up prepared to get the help they need.
Smart routing designed for CS teams
Ensure that all of your customers connect with the best representative through simple account onboarding and transitions, automated routing for appointments, and seamless integration with your CRM.
- Easy account transitions
Simplify transitions between customer onboarding and next steps with automation workflows that ensure that every customer gets assigned the best-fit available CSM for their needs.
- Automated appointment routing
AppointmentCore lets you automatically assign meetings based on ticket ownership, round-robin, load-balancing, profile-matching, and more.
- Instant CRM sync
Schedule Smarter automatically creates or updates contacts and opportunities in your existing CRM or updates existing contacts and can even auto-generate or update support tickets.
Provide exceptional customer support
Ensure that your customers receive the best possible service by allowing them to request meetings directly from your ticketing software. Help prevent manipulation with smart rules and limits, so your CSMs focus on solving critical problems.
- Schedule meetings right from your ticketing software
With AppointmentCore’s ScheduleSmarter ticketing system and email plugin, your CSMs can generate available times with easy one-click to schedule buttons directly in the ticket or email without the CSM leaving the ticketing system or email client.
- Smart Abuse Prevention
CSMs can set limits to prevent customers from having unfettered access to book more sessions than offered.
- Let your customers schedule meet-ups via chat
ScheduleSmarter’s chat module encourages your CSMs to pivot to a one-on-one meeting when an interaction is no longer a fit for text or chat only. Your customers can quickly request a time to speak with your representative and seamlessly book their calendars.
- The right rep, every time
Automatic routing ensures that every meeting ends up with the account owner or best available team member.
Easily engage your customers with these features
Manage complex team schedules
Easily coordinate between multiple teams with different scheduling priorities for each.
Prospects are automatically entered into your CRM and synced with existing profiles.