Bookafy is an online appointment scheduling solution targeted at a variety of industries. The vendor’s value proposition is that their solution is simple to use, fully customizable, has an elegant user interface and can be embedded into the business user’s website. Support is available via phone, email or chat.
$9
per month
LeanData
Score 8.8 out of 10
N/A
LeanData is a solution built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage.
In my experience, Bookafy has pretty much the same features as the other well-known scheduling apps. In terms of functionality, the two obstacles I experience were setting up a hidden (not shown on the main booking page) meeting for special bonus calls you don't want anyone to have access to. Yes, you can set up a paid meeting and give someone a coupon to access it free but that seems like an extra unnecessary step. The other limitation was how ugly it looks to embed meetings on a website. The scheduler looks fine inside Bookafy, but when embedded, it doesn't flow as well. For everything else, it works well. If you want to sync the scheduler with email marketing systems, most of the integrations work through Zapier so that can be an additional cost. Bookafy focuses on the meeting schedules.
LeanData is best suited for lead contact or account routing. If you need Round Robins. If you need reporting on AHT. If you need normalization. If you need a way to identify inbound duplicates. If you want to set up a schedule link and calendar invites for your Sales Reps.
LeanData's UX is top notch. I love how intuitive the FlowBuilder is, and how it helps visualize a process. I don't need to use another tool to map out the flow, and then build it again in LeanData. I also love the testing feature.
LeanData support is amazing. So communicative, and helpful. They were so helpful during onboarding, and continue to be a great resource as we optimize.
Territory management/Routing/user scheduling is super easy in LeanData. Far more robust than other solutions out there.
When uploading leads from a tradeshow, if you have multiple leads from the same company, LeanData will create multiple opportunities. We created a work-around to add a delay to the second individual from each company so that LeanData would not create the duplicate opportuntity, but the ability to do that out of the box would be nice.
We have a complex salesforce instance with complicated hierarchies. Sometimes LeanData will match to the incorrect account. We would like it to match to the headquarters.
LeanData is pretty much straightforward if you just know the basics of accessing fields and objects in SFDC, and for me, personal opinion, LeanData is more flexible compared to native SFDC flows, visual-wise. I really find LeanData very easy to work with; when something unusual happens or goes wrong, I can just use the Audit Logs and do some quick search on what really happened there on the routing as it preserves the history
Fantastic customer success team that ensures deployment starts off on the right foot. There is room for improvement on the side of straategic planning and business consulting services offered by LeanData. I recommend working with an experienced consultant or third party who has implemented the product before.
Bookafy is more advanced and has more features that I need comparing to these other brands. Calendly is very basic while Bookfy offers more robust features.
We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.
