Let leads book with you! With FunnelBud's Appointment Scheduling Software built directly into the CRM, reps can get more leads directly in their calendars, automate invites, and follow up easily after meetings with automated reminders and templates. Place bookings on your website or in email signatures, synced with your calendars, and use it for sales or support. We help you think about your processes and set it up to perfection.
Why CRM with scheduling?
Appointment scheduling software is great, but using it as a stand-alone tool is a waste of potential!
With CRM scheduling software, you have appointment scheduling as an integral part of your sales process! This makes your sales team more effective.
Having CRM with scheduling software built in gives your sales reps additional information:
What is the best appointment scheduling software?
So which ones are the best? We believe that's the wrong question to ask!
Rather than searching for the best appointment scheduling software, you should design a sales process that incorporates meeting bookings, how to drive sales effectively before and after meetings, and how CRM with scheduling software can help you drive such a process.
Book a demo with us today and we'll show you how we do it! (With the meeting you just booked as a case!)
How to send an appointment invite
In FunnelBud, appointments can be sent in multiple ways. Let's go through the most common below:
A) Copy a link or a button and send it in an email (or signature)
This is probably the easiest and most common use case.
You simply copy a button or a link and send it individually to someone you want to have a meeting with, and they'll click the link to get to your calendar.
B) Have links on your website (great for support!)
Let people book meetings with you online! This is a great way to get more leads, or help existing customers with support.
You can set up meeting booking links for each individual, or for groups of people with round robin. For example, you could have two links: One for support, and one for sales, and the CRM scheduling software would show availability across the entire support or sales teams.
At FunnelBud, because each client has their own project manager helping them with complex implementations and strategy, we have opted to let clients book with each individual who might be helping them. See our support page here.
CRM Appointment Scheduling Software that helps you sell
Create meeting links easily online or in emails
Make it possible for leads to book leads with you easily via custom meeting links. Make meetings available on your web, per team or per person, or in each individual's calendar signatures.
Sync available times and set your own availability rules
You control your own schedule, by making it possible to book meetings only during certain times, and only when you are available. Syncs with both Google and Microsoft!
Works seamlessly for both you and your prospects
After booking a meeting, a calendar entry is added to both your calendar, and your prospect's. A Zoom or custom link, as well as agenda, is embedded directly in the entry. If you or they edit or cancel a meeting, an update is sent to the other, just like with any regular meeting invite!
Automate appointment requests and CRM follow up tasks
Meetings should not be stand-alone things! With FunnelBud's automated meeting tool, you can automate meetings as part of your sales process. Send out automated meeting requests to leads. Send preparation material before meetings. Remind reps to follow a specified process. And more.
See meetings along with all other interaction points and activities with your prospects in an easy to read timeline. Report on which meetings are performing well, and which follow up tasks are being completed on time. Coach your reps to improve performance!
Try our own demo sales automation!
Do you want to see what Marketing Automation feels like from a customer's perspective? Our 7-week interactive marketing demo will show you exactly that, using fun and interactive emails, videos and screenshots once per seek that adapt dynamically based on what you do. Try it now!
SharpSpring: All-in-one Marketing Automation & CRM with help included
SharpSpring is an easy to use Marketing Automation and CRM solution that helps you get leads, manage your deals, and sell more. Complete with features such as contact tracking, lead scring and automations. Offered by FunnelBud a premium SharpSpring agency, complete with Professional Services and implementation at no extra cost.
Landing pages, newsletters, automations, segments and more. Rather than a bunch of tools - one for newsletters, one for events, one for lead scoring - let SharpSpring manage it all.
Contacts, accounts, business opportunities, pipelines, email sync, reports and more. Integrated with Marketing so you get leads right into the CRM. Work as one team in SharpSpring!
Want to learn more about SharpSpring?
No more juggling multiple tools. All your contacts in one place. Great features that help you get more leads, sell and align your sales and marketing teams. All customer communication saved in one place. Low cost, and Professional Services from SharpSpring experts included to get you going fast. Get in touch with us now and let's talk!