OnceHub vs. Surfe

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.

Surfe is really a great help/support for our marketing and data team. It saves plenty of time and manual work. We are totally happy with the product and also setup was done in 5 Min.

• 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.

Incentivized

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

• Easy to set up in both directions
• Getting account data out of LinkedIn
• Searching for Contact options, i.e. E-Mail and phone
• Getting Company Data out of LinkedIn

• 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.

Incentivized

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

• After installing the Chrome Plugin, LinkedIn is a bit slower than before
• Pricing is okay, but import from Sales Navigator should be included in the Basic Package

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.

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.

• 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

Incentivized

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

• Saves time in research
• Getting data and helping to build a database out of a paid platform