Likelihood to Recommend For all things bookings, including meetings, sales calls, events, and client onboarding, ScheduleOnce is the dominant software hands down. For shorter forms, such as quizzes and exercises on an online course, FormOnce is the far superior sibling as it's able to accommodate all needs, size, length, and customization.
Read full review RealZips GeoData Platform is well-suited for Saleforce users and administrators who need to send targeted emails and snail mails and segment reports by a certain geographic area and are frustrated with
Salesforce 's built-in process for this, which is mostly non-existent. Other marketing platforms may handle this scenario better, but for
Salesforce , RealZips is the best option
Read full review Pros Links calendars- no need to go back and forth between calendars, everything is synced up. Schedules Zoom calls with link and sends alerts to remind prospect of meeting Follows up to reschedule if prospect missed meeting, which saves me a ton of time. Read full review The main strength of RealZips GeoData Platform is the ability to query the "Metropolitan Area" field they provide, which is based on the contact's zip code. For example, if you are looking to promote an event to all contacts in the New York City area, this field will automatically show contacts living within several miles of NYC, not just those living in NYC itself. RealZips GeoData Platform automatically provides a zip code for contacts who may have that part of their address missing from their contact page. This helps keep the address data clean. RealZips GeoData Platform will help you sort your prospects or leads into geographic areas, helping you schedule in-person meetings while on the road. RealZips GeoData Platform provides a generous non-profit discount. RealZips GeoData Platform only requires the contact to have a zip code to work. The contact does not need a full address. Read full review Cons I really wish I could put tracking pixels (i.e. AdWords conversion pixels) on the booking thank you pages. Having to direct to a thank you page on another platform is kind of a pain. The Salesforce connector pricing is a bit steep. Basic live chat capabilities would be awesome. Implementing a live chat widget alongside the ScheduleOnce widget can be a bit cluttered design wise. Read full review RealZips GeoData Platform may be difficult to learn at first, as their reporting tie-in fields need a certain syntax. But once you figure it out, it becomes clearer for future uses. Otherwise, the product functions as intended. Read full review Support Rating They would not prorate a refund - I'm just out the money for services I have not used. To me, that is the WORST POSSIBLE customer service ever.
Read full review Alternatives Considered ScheduleOnce is the only platform that offered an easy way to send text messages to clients. I appreciated the ease of adding a few questions to qualify potential clients prior to getting onto a call with them. Easy to use and the customer service experience I have received has been great.
Read full review RealZips GeoData Platform integrates very well with
Salesforce.com and works seamlessly alongside other apps, such as the Nonprofit Success Pack and
Causeview , which transform Saleforce's data into a non-profit focused layout. Any changes in
Salesforce 's data structure do not seem to impact RealZips effectiveness. Furthermore, it works well as a data-cleaning tool, which increases the potency of all other apps.
Read full review Return on Investment Improved efficiency - no longer waste time trying to find available time to book meetings Positive impact on business reputation Clients, prospects and colleagues love using my booking link - they have access to my availability and can schedule a meeting easily. Many positive comments about ScheduleOnce Read full review RealZips GeoData Platform has had a positive ROI by allowing us to target specific contacts based on their geographic location, not their physical address. RealZips GeoData Platform has had a positive ROI by providing a very generous non-profit discount. Read full review ScreenShots