Problem it solves
Service businesses often need public booking and internal CRM scheduling to reflect the same customer journey without duplicate diaries or manual updates.
Reusable CRM calendar plus public appointment booking that links scheduled activity back to leads and customers.
Service businesses often need public booking and internal CRM scheduling to reflect the same customer journey without duplicate diaries or manual updates.
Combine internal calendar events with public appointment selection and link confirmed bookings to the originating lead or customer record.
Creates a smoother enquiry-to-appointment journey, keeps CRM staff informed and reduces manual diary coordination.
Smaller reusable behaviours are catalogued separately from full features.
Browse all capabilities →These are the same published Help Tutorials used inside the application, for Feature version 1.0.
Follow the public appointment-booking journey and manage the resulting booked appointment from the Lead record.
View tutorial →
See booked appointments and other CRM events in a month view, then open an event to review or change its details.
View tutorial →
Control the appointment times offered to visitors by setting duration, notice, booking window, ownership, blackout periods and business hours.
View tutorial →A reusable lead-generation landing page that can be linked to from any website. It captures enquiries directly into the CRM and can connect the new lead to appointment booking, email sequences and callback journeys.
Leads & Conversion Lead Management & Conversion PipelineCapture prospects, manage lead status and convert qualified leads into CRM customers and contacts.
CRM & Customers Customer & Contact CRM CoreReusable customer, contact and address management for CRM and administration systems.
Email & Communications Automated Email SequencesConfigurable multi-step email journeys that send reusable templates at defined intervals based on lead or CRM activity.
Email & Communications Email Accounts & Threaded CRM InboxReusable inbound email accounts, message importing and CRM thread linking for customer and lead communications.
Email & Communications Email Templates & Tracked SendingReusable email templates, signatures, attachments, message IDs and open/link tracking for CRM communications.