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Calendar Integrations

Easily sync up your Google or Outlook calendar directly to the CRM, so that you can see all of your tasks and appointments in one place

Calendar Tasks

View and complete your tasks directly from one page, so that you never fall behind on your day-to-day duties

Calendar Viewing

View other peoples calendars to ensure that you are never double booking them

Calendar Summary

Get a daily summary of tasks and appointments that you have scheduled for the next day, to ensure that you hit the ground running

Calendar Sorting

Sort your calendar to see specifically what tasks and appointments matter most to you

Automated Appointment Reminders

Send automated appointment reminders to your prospects to ensure that you are getting the highest seen rate for appointments

Calendar Integrations

  • Easily sync up all of your Google and Outlook calendars
  • Complete all of your daily tasks from your calendars all in one place
  • Ensure that you never fall behind on meetings or calls that you have scheduled

Calendar Tasks

  • Set up tasks within the system to make sure that you never fall back on a follow up with a lead
  • Use our predictive date field to make your task setting a lot more efficient
  • Complete all of your tasks for the day directly from this page, with the ability to make a call, send a text message, update a status, add a note, and more!

Calendar Viewing

  • View your co-workers’ calendars directly from this page
  • Ensure that you never double book them for a meeting
  • Catch up on your employees’ calendars, to make sure that they are booked as often as possible.

Calendar Summary

  • Receive a daily brief on your tasks and appointments lined up for the next day
  • Ensure that you have enough time to prepare for your meetings ahead of time and hit the ground running on each call
  • Enter each day refreshed with the knowledge that you are ready to hit the ground running before you even hop onto your first call of the day

Calendar Sorting

  • Sort your calendar tasks and appointments based on status, priority, and more!
  • Ensure that you are only viewing the most important information each time
  • Boost your effectiveness each day, by focusing on only the most important tasks first, and completing them on time and in full

Appointment Metrics

  • Use our state of the art metrics to see how your team is performing on setting appointments, confirming them, seeing them, and rescheduling them
  • See in real-time how your team is converting leads on a daily basis, and use this information to improve them all
  • Using this information you are improving your appointment setting process

Automated Appointment Reminders

  • Send automated reminders to your leads for meetings through SMS and email
  • Give your clients and prospects the ability to reschedule meetings through the convenience of their email or phone!
  • Use this, to ensure that leads always arrive at meetings, and can reschedule automatically.