Engageware (formerly TimeTrade) helps leading brands optimize engagement through all phases of the customer relationship. Engageware’s Intelligent Appointment Scheduling platform harnesses artificial intelligence to improve meeting scheduling strategies through real-time customer insights and actions, in order to produce better meetings, and higher growth. The vendor states that with Engageware, customers can outpace their peers by nearly 3X. They further boast tens of thousands of businesses –…
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vcita
Score 9.0 out of 10
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vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following features: - Manage appointments, payments, and clients - Access info & respond to clients on the go with a mobile app - Invite clients to…
We were satisfied with TimeTrade and probably wouldn't have made the switch if we were able to integrate with our new Duda website as well as vCita does. They do not offer as many features as vCita, but for scheduling only, they work well and are very affordably priced.
It's well suited if you're on a budget, don't want to pay a recurring fee, and need a way to automate appointments. However, when I get around to it, I think I'm going to look for a more reliable tool. It's really less appropriate when appointment setting is "mission-critical" -- that is, your business is entirely dependent on a reliable appointment setting system -- for example, if you're a hairstylist, dentist, etc. I believe there are many other tools out there specific to these purposes.
It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.
I find the interface to be a tad clunky and not that intuitive. I don't love the look and feel.
My goal was to use TimeTrade exclusively for prospecting calls, which I gave a specific name. (e.g. Fall back in love with your business coaching session). I scheduled these open appointments for specific time slots when I'm available. I was surprised to discover that people could schedule different types of appointments at any open time in my calendar, not just the time slots I prefer.
Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).
I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.
TimeTrade has been my favorite way (that I've discovered so far) to organize meeting attendees from different organizations and coordinate a time that works for everyone.