Calendly helps organizations globally automate the meeting lifecycle by removing the scheduling back and forth, with the goal of enabling companies to close deals, hire candidates faster, and build relationships.
$12
per month per seat
LeanData
Score 9.7 out of 10
N/A
LeadData is 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. This is available with any marketing automation platform synced to Salesforce.com, so users of Eloqua, Marketo, Act-On, Hubspot, and others can use LeadData Demand Management. This product is built on top of the LeanData Lead2Account Matching engine.
It's well suited for music students' lessons. It's well suited for online coaching, primarily through places like Zoom and more. It helps simplify things for your clients, lets you program your schedule, and allows it all to go automatically! If you are working with a senior population, it may be a little tricky for them to sign up and then really hard for them to cancel lessons. There isn't a way to go to the site and cancel. You have to pull up the confirmed email and cancel from there, but people can lose emails.
Sync with multiple calendar types so my schedule is always current.
Integration with Zoom to schedule meetings, send invites, and populate my Zoom app accordingly.
Automatic email communication to all parties with all relevant details in a clear format.
Allowing team members to do the same in a way that I'm also notified of what meetings are taking place saves a lot of time in terms of coordinating to find out what other people are doing.
Well-designed interface that simplifies everything down to its clearest expression. Language instruction and interaction are wonderfully simple and clear.
Allows us to incorporate almost any filter or type of update (including "has changed" in addition to equals, does not equal, etc.) to direct leads down a path specific to our needs based on Lead Source.
Allows us to manage our territory assignments relatively easily.
Since our decision flow is relatively complex, LeanData Lead2Account Matching Engine can isolate and determine how a specific or a group of leads went through the flow process and where they encountered an error or unexpected behavior. This allows us to fine-tune and make sure everything is working as we expect it should.
Their implementation & support organizations are top-notch! The product is excellent, but it's only realized because of the implementation team's commitment to helping me be successful.
After a meeting is booked, having the ability to change the location without canceling the entire booking.
Being able to offer 2 different locked in locations for certain time periods of the day within the same event. So you're not having to create 2 events for the same thing, only different locations.
Giving users permission to create their own routing forms. We run an independent business model where our users like to have control over their subscriptions.
Currently we can only troubleshoot the lasted update in the audit. If we can see the historic iterations, that would be really helpful to understand a lead's journey.
Because it is so robust, stepping through some of the logic can get confusing.
For all reasons like workflows, UI, and the way Calendly keeps all of us engaged through the Collective forum. It's indeed undeniable that no other product covers all business needs like Calendly does. On the other side, this has also reduced the workload by enabling us to focus more on other tasks for the day
I gave Calendly an 8 because overall I think it is very much user friendly even for someone who has never used anything similar. The only issue I have had with usability is what I already stated about how the settings are in sub categories making some things difficult to find at first.
I only reached out to Support once but they were very prompt and easy to work with. I had some questions about setting up the follow-up emails for after people would do the interview. They were very helpful and gave assistance and we solved the issue very fast. I would definitely recommend.
The team is responsive and quick. The training process was patient and thorough. I felt confident using the tool after the two-week implementation period. The initial processing of our existing leads was painfully slow, but the team worked hard to help reduce the friction of that initial implementation process. Post-implementation, the team is helpful and responsive to the question.
When I started using it, there were not many competitors in this space. I've seen some like Mixmax that seem to work well for solopreneurs or where free version might be better than Calendly's free version. I use the paid version of Calendly and it's just kept serving us well so why change?
Compared to SFDC out-of-the-box routing it is far superior. Giving you the ability to quickly make changes on the fly and test in a sandbox environment. The ability to troubleshoot leads and how they are routed is also a plus. Built-in email alerts also reduce the amount of technical debt in SFDC.
Using the lead routing module has cut down the time I spend making changes to the logic by 90%, while also increasing the accuracy of changes by validating them.
I am now able to investigate why a lead routed a certain way in a way I never was previously, helping our business to determine any tweaks to our current set-up.
