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.
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.
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.