Pipedrive – what is it? Pipedrive is a web-based Sales CRM and management solution that enables businesses to plan their sales activities and monitor deals. Pipedrive is built on an activity-based sales methodology and streamlines every action involved in turning a potential deal into a successful sale. The solution also integrates with various leading CRM tools to transfer contact details...
If you use Google Calendar to manage online appointments, ChatAgents can schedule appointments for you. Note: Google Calendar does not directly integrate with Chat Agents, but you can connect it to Calendly, which Chat Agents can then use to schedule your appointments. How to get started with Google Calendar You can use the Appointment Slots feature from Google Calendar to create appointments...
Microsoft Bookings – What is it? Microsoft Bookings is a scheduling tool and is part of the Microsoft Office family of products. Microsoft Bookings makes scheduling and managing appointments a breeze. Bookings includes a web-based booking calendar and integrates with Outlook to streamline your employees’ calendars and give your customers the flexibility to book an appointment that...
Clio Scheduler – what is it? Clio Scheduler is an appointment scheduling tool that allows potential clients to schedule an initial consultation without the need for correspondence. With Clio Scheduler, businesses can embed a secure booking link on their website or email a unique link to a potential client. After clicking the link, potential clients can select a time slot that matches the...
Square Appointments – what is it? Square Appointments is a cloud-based appointment management solution that enables professionals to manage bookings and appointments, generate leads and accept payments. The solution is tailored to meet the needs of retailers of all sizes in a variety of service industries. With Square Appointments, customers can book appointments for single or multiple...
Setmore – what is it? Setmore is a free appointment scheduling platform suitable for a wide range of business sizes and industries. Setmore makes it easy to reach more customers with a free online booking page. List your availability and services online and accept appointments 24/7. You can keep your clients in the loop with automatic appointment reminders and get real-time updates on your...
Schedulista- what is it? Schedulista is a cloud-based scheduling solution that allows users to schedule appointments online, create notifications and reminders, and manage client information online. Key features include online appointment scheduling, SMS-based reminders, online payment processing, and custom branding. The product also allows users to access and modify their appointment schedules...
ScheduleOnce- what is it? ScheduleOnce is an online appointment scheduler that allows your prospects and customers to make appointments via booking pages placed on your website. It can send automatic calendar invites and secure video links for Zoom, Microsoft Teams, Webex, Google Meet and others. It can also assign meetings to team members and distribute meetings evenly across your team. How to...
PracticePanther – what is it? PracticePanther is a management solution for small to large law firms and practicing attorneys. Key features include case management, contact management, document management, calendar and docketing, time tracking, billing and invoicing, trust accounting, CRM and payment processing. The solution provides users with access to task and event workflows, credit card...
Lawmatics – what is it? Lawmatics is client relationship management (CRM) software that automates every angle of lead management by giving law firms the ability to create “triggers” to build and link tasks and events, and chains of tasks and events. With Lawmatics, attorneys can manage the entire process right up to lead conversion, with minimal active intervention. How to get...