Scheduling tool
Schedule meetings faster with Pipedrive’s scheduling tool
Scheduling appointments can be tedious and cumbersome. A scheduling tool can save you time and help you secure conversations with prospects.
Use scheduling software like Pipedrive’s Scheduler to share available times, sync your calendars and avoid double bookings.
Pipedrive’s scheduling tool can help you book meetings with hot leads, schedule recruitment calls with candidates and create dedicated calendars for functions like office hours.
Full access. No credit card required.
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Pipedrive’s scheduling tool features
However complex your scheduling needs, Pipedrive’s calendar activity Scheduler can manage it all in one place, meaning no more switching between tools. Look for these scheduling features to save you time and shorten the sales cycle:
Enhance your workflow
Power up your workflow with scheduling features and integrations to save you time
Control your availability
Set your availability so contacts only see the times you want them to for different event types
Get and send notifications and reminders
Stay on track with automated calendar invites and call reminders – never miss a scheduled call
Streamline meeting booking
Focus on your work instead of how your meeting scheduler works with intuitive, visual and user-friendly tools
Do more than just schedule
Save time and money with a multi-purpose CRM tool that includes automated scheduling
What to look for in a scheduling app
The best calendar scheduling tools make you look professional. They get you in front of your prospects and ahead of the competition. Look for these scheduling features:
Shareable scheduling page: Share your real-time availability and provide meeting links that adjust options to the recipient’s time zone.
Buffer times: Keep meeting times from running into each other.
Video-conferencing tool integrations: Add video links to your calls.
Calendar sync: Avoid double booking by connecting your meeting scheduler with Google Calendar, Outlook Calendar and more.
CRM integration: Make scheduling team tasks and keeping your pipeline updated easier.
Share your availability with a single click
Pipedrive’s sales scheduling software lets you share your availability online with anyone via a simple booking page. Potential clients pick a time that suits both of you – then the real work can begin.
Here’s how it works:
Set your meeting availability by choosing your preferred meeting duration and the times that suit you
Add a note, links or any extra fields for the recipient to fill out
Save your availability as a template with its own shareable link
Email the link to your contacts and invite them to book a suitable time
Paste your Scheduler link into your email signature or into documents to provide contacts with more ways to schedule a meeting
The email template can also be included in an automation, so those emails can also be sent automatically
Your contact receives your availability and selects a time that suits you both
Once scheduled, both you and your contact will receive a confirmation email
Your newly scheduled meeting is automatically added to your calendar
Pipedrive’s calendar removes booked time slots in real time for anyone else who receives your invite link
Set your schedule
Overbooking yourself is always a risk if you can’t see all your calendars simultaneously.
A real-time scheduling tool ensures you don’t double-book a webinar with a LinkedIn catch-up. Proposing specific times gives prospects an easy way to say “yes” and makes important meetings happen sooner.
With Pipedrive, it’s as simple as setting and sharing regular availability time slots, or allocating and sending specific, one-off time proposals.
Connect your calendar to your pipeline
Using scheduling software that doesn’t talk to the rest of your CRM can create extra work, such as manual re-entry and note-taking.
Save time with a CRM scheduler that integrates with your pipeline management tool’s automation software.
Pipedrive’s CRM scheduling software automatically links meetings to deals and contacts, allowing seamless CRM tracking.
In Pipedrive, you can:
See which leads or contacts are going stale and need a follow-up call
Create a meeting invite directly from the detailed view of your contacts or deals
View upcoming calls and call histories with prospects in your pipeline
Learn more about Pipedrive’s pipeline management
Automate your meeting workflows
With a full calendar, keeping up with every new event that gets scheduled can be challenging.
Automated email tracking and reminders ensure your scheduled meetings don’t get forgotten – by you or your prospects.
Whenever a deal moves to a certain stage, Pipedrive sends an email with a CTA (call to action) to book a call, enabling you to connect Scheduler to your email automations to easily track confirmations and reminders within your messages and pipeline.
Learn more about Pipedrive’s workflow automations
Take control of your schedule
When you have lots of meetings, it can be challenging to keep track of what happens where, when and for what purpose.
The right automated scheduling tool doesn’t just help you organize meetings – it also gives you options to organize your calendar.
In Pipedrive, you can segment your time and create separate calendars for team members, clients and one-off meetings. You can also set office hours to ensure meetings are scheduled when it’s best for you.
Learn more about Pipedrive’s activity calendar
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Accentuate used Pipedrive’s scheduling tool to grow revenue by 1000%
Before adopting Pipedrive, creative agency Accentuate used a spreadsheet to input customer data and track meetings and follow-ups. With crucial information split across email and spreadsheets, they were missing opportunities to close deals.
With Pipedrive’s CRM and scheduling tool, Accentuate quickly set up its pipeline and started booking meetings and tracking activities all in one place. After the switch, they increased their revenue 10x in four years.
“You need to be able to scale and manage your client base effectively if you want to be serious about competing in a modern business arena. And if you want to scale and manage your client base effectively, you need a CRM, like Pipedrive, simple as that.”
LeadBooster add-on
Pipedrive’s LeadBooster add-on has four powerful features that give you more control over lead generation:
Prospector: Access a massive database of over 400 million profiles and 10 million companies, optimized around your ideal customer profile.
Chatbot: Automate customer engagement and lead qualification with a customizable, conversational Chatbot.
Live Chat: Seamlessly take over from the Chatbot on any device when a customer wants to chat with somebody in real time.
Web Forms: Let your inbound leads share their contact information with you using easy-to-build, attractive forms on your website.
Learn more about Pipedrive’s LeadBooster add-on.
