InsideSales Playbooks vs. Square Appointments

It is well suited for any sales department, to try to get ahold of the person you are trying to get ahold of. Playbooks has increased the number of decision makers that I can get ahold of on a day to day basis. This tool would probably be less suited for people that do not have calls to make outside of the company.

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Great for booking and managing appointments. This software is very user-friendly due to its simplicity. The interface is intuitive and easy to use for all ages. The only time this software may not be appropriate might be with someone who is managing their calendar manually and not using a software solution at all.

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• Playbooks does a great job of letting reps know when phone numbers are not a working number.
• Playbooks does a great job being able to be tailored to your specific organization or business.
• Playbooks does a great job of having a very friendly user experience.

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• Square had good interoperability with Google Calendar, so all of our calendars were in sync.
• Square Appointments we easy to use for clients, and with a few Luddite exceptions, worked flawlessly.
• Square Appointments made it easy to schedule appointments without having multiple email messages or play phone tag with anyone.

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• The ability to filter specific plays or pieces of information so that it's more user-friendly for the overall organization. Essentially, more room to customize the organization of accounts and how you're working them.
• The initial onboarding process of accounts results in high levels of tasks - the ability to break these down in an easier way to help with time management would be helpful.

• Additional functionality: real-time availability calendar to customers
• Not redirect away from our site to Square
• Additional functionality: Ability for customers to add up sales when checking out

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It only took a day to get comfortable with Playbooks. The ease of use and overall usability is fantastic in the sense that it's pretty straightforward once you get enough repetitions in the tool. I also like all of the videos and resources available if support is needed

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• Square Appointment is excellent at support! I have had several calls with them, and not one time have they dropped the ball, leaving me frustrated without a solution — not one time.
• The community forum in Square Appointment can answer most of the questions, but if I have had real issues, I am always able to talk to a person. That is very valuable to me as a customer.

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The Insidesales Playbooks is by far more intuitive and organized than other programs I have used in the past. Unfortunately I have not had experience with other products that are available out there. I would hope we will see more improvements from the ISDC tool as we all use it more and provide feedback

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Though office can offer a lot of appointment base tasks. Square appointments seem to help keep track, with a more direct approach. It helps to declutter integrations and information, that can often get missed and feel to convoluted. It's approach is more specific in handling appointment needs and scheduling. We would recommend it.

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• 100's of hours back in our week due to Salesforce Integration!
• We have more clients answering the phone due to creative caller ID solutions.
• We can standardize our messaging by partnering with Marketing to help build plays and auto-enroll certain contacts based on messaging.

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• Ease of scheduling brings in more appointments
• Must have a card on system to schedule and prepay for an appointment
• Offers multiple types of appointments
• Cancellation fees

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info