Keep conversations, follow-ups and appointments connected.
Schedule from the customer record, sync with the calendar your team already uses, and let customers book time with you over WhatsApp.
- Appointments scheduled against a lead or opportunity
- Google Calendar sync
- Microsoft Calendar sync
- Customers book directly inside a WhatsApp conversation
- Appointments visible on the customer timeline
- Meeting follow-ups created alongside the appointment
Appointments on the record
Every appointment belongs to a customer record, so context is never separate from the calendar entry.
Calendar sync
Connect Google or Microsoft so appointments appear in the calendar your team already lives in.
Booking over WhatsApp
Customers pick an available slot inside the conversation, and it books straight into the calendar.
Availability
Slots offered reflect real availability rather than a static list.
Meeting follow-ups
Pair an appointment with the follow-up that should happen after it.
Timeline visibility
Scheduled and completed meetings sit alongside calls, messages and notes.
Bring your entire sales process into one workspace.
Capture leads, stay on top of follow-ups, manage conversations, move opportunities forward and keep payments connected to the deal.
Currently onboarding new teams — we’ll get you set up personally.