Faster scheduling to shorten sales cycle
Make the process as easy as possible for reps and customers by offering one-click schedule and simple calendar matching.
- Book meetings from anywhere
Our Schedule Smarter feature integrates deeply with Salesforce, Gmail, Outlook, Keap, LinkedIn, and more. Representatives can streamline and automate appointment setting from anywhere.
- One-Click booking directly from email
Save your prospects time and energy with one-click booking and availability embedded right in your email. With AppointmentCore’s Gmail, Outlook, Salesforce MarketingCloud, MailChimp, and Keap’s email marketing campaigns we automatically link the contact to the booking, so all they have to do is pick a time and done!
- Smart lead distribution
Make sure that leads are equally distributed among a team with round robin routing, load-balancing to spread meetings across the team based on volume or multi-tiered prioritization and rep preferences.
- Built to convert and minimize no-shows
Our scheduling tools are designed to convert more leads to more meetings and reduce no-shows through custom email, text message, and even automated voicemail messages.
Smart Routing designed for Operation teams
Ensure seamless backend processes for excellent customer journeys. Simplify account onboarding and transitions, automated routing of site technicians and installers, CRM syncs and connections to ticketing software, and more. With AppointmentCore, your team provides an exceptional customer experience which leads to increased retention rates.
- 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
- Schedule meetings right from your ticketing software
With AppointmentCore’s schedule smarter 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 having to leave the ticketing system or email client.
- 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.
Sales leaders using AppointmentCore
Features to help drive solar and roofing sales
Manage complex team schedules
Easily coordinate between multiple teams with different scheduling priorities for each.
Embedded forms
Instant booking right from your website or email
Smart routing
Ensure that meetings get routed to the right rep every time
Seamless calendar integrations
Integrate with GSuite and Outlook for smart, easy scheduling.
Automated contacts
Prospects are automatically entered into your CRM and synced with existing profiles.
Meeting buffers
Easily build in time before each meeting.
Smart booking tools
Let prospects book time on your calendar, and automatically prevent double-booking.
Meeting handoff
Easily route and book meetings for other members of your team.
Automatic reminders
AppointmentCore generates email and text reminders to reduce no-shows.
Simple CRM integration
Sign up now and start booking meetings within minutes
AppointmentCore Integrates Seamlessly With:
