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 meeting availability, sync your calendars and avoid double bookings. Use Pipedrive’s scheduling tool to:
Secure time with hot leads
Schedule recruitment calls with candidates
Create dedicated calendars for functions like office hours
Full access. No credit card required.
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:
Power up your workflow with scheduling features and integrations to help you save time.
Set your availability so contacts only see the times you want them to. Set up multiple calendars for different purposes.
Prioritize meetings with hot leads in your pipeline and send meeting invitations without leaving your CRM.
Never miss a scheduled call with automated calendar invitations and the option to send call reminders.
Focus on your work instead of figuring out how your meeting scheduler works. Our tools are intuitive, visual and user-friendly.
Reap the benefits of a multi-purposed CRM tool that includes automated scheduling instead of paying for a separate tool.
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:
Pipedrive’s calendar tool 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:
Sharing a calendar link doesn’t mean you lose control of what gets scheduled and when.
Segment your time and create one calendar for team members and one for clients. Separate calendars for one-time events or set office hours.
Propose a time in two simple ways:
Set and share regular availability time slots
Allocate and send specific, one-off time proposals
Proposing specific times gives prospects an easy way to say “yes” and makes important meetings happen sooner.
There’s no point in having a time-saving meeting scheduler if it doesn’t talk to the rest of your CRM. Avoid manual re-entry and notes with a CRM scheduler that integrates with your pipeline management tool’s automation software.
See which leads or contacts are going stale and need a follow-up call
Create a meeting invitation directly from the detail view of your contacts or deals
View upcoming calls and call histories with prospects in your pipeline
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.”
Eden Brownlee, Accentuate
Enable your tools to talk to one another with integrations to popular apps like Calendly, Google Calendar, Zoom, Zapier and more.
Create and sync meetings between Pipedrive and Calendly. Discover how Calendly syncs with Pipedrive.
Use automation to create custom workflows between your favorite apps. See how Zapier can connect your tools to Pipedrive.
Sync your Microsoft Teams, Calendar and Outlook to Pipedrive for seamless meeting scheduling and video calls. Sync Pipedrive and Microsoft Flow through the Marketplace.
Set up a one-way or two-way sync with your work calendar to avoid double booking. Find the Google Calendar integration with Pipedrive here.
Don’t waste time creating meeting links manually. Add your Zoom account for automated link creation. See how Zoom connects with Pipedrive.
Automate a video call link in your Pipedrive scheduling tool invitations with a Google Meet integration. Find out about Pipedrive’s sync with Google Meet.
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.
There are several ways to send your Scheduler booking page to your contacts:
Send a text or email the Scheduler link through Pipedrive. Include a custom message or choose one from a template
Send your scheduling link directly through Gmail, Outlook or your email provider of choice with Pipedrive integrations
Keep your general availability link in your email signature for easy access
If you have the Advanced plan or higher with Pipedrive, you already have access to the meeting Scheduler tool. Access it by clicking “Propose times” in the email composer or the deal or contact view.
When you create a meeting request, you can customize what information you want to collect from the contact.
While name and email are required, you can also ask for a phone number, job title and any custom field you want. Set fields as optional or mandatory.
All submitted information will be saved to your pipeline.
Pipedrive integrates with both Google Calendar and Microsoft Outlook, making managing multiple calendars a piece of cake. You can set a one-way or two-way sync with both apps.
Pipedrive’s Scheduler is included with its Advanced, Professional and Enterprise tiers.