Use cases · Sales
Book a visit from the deal
The visit on the calendar, on the client and on the deal.
- Best for
- Businesses that sell through visits, viewings or consultations.
- You give it
- The client, the service, the person or room, and the time.
- Where it runs
- App, Chat
- Needs
- Any plan with the module on.
How it runs.
- Press Book on the deal, or ask the Agent.
- The time is protected from overlaps.
You get
An appointment, Requested then Confirmed, shown on the contact's and the deal's Meetings.
You decide
You confirm with the client. The Agent's bookings are cards for your yes.
More for salesFor sales teams
- BookingsServices, resources, appointmentsWhere this lives
- Turn a website request into a dealEvery request from your site arrives as a contact and a deal, with its owner.On its own
- Send a quote your customer accepts from a linkA quote on your letterhead, accepted from a link, and the deal won.Chat · App
- Revise a quote after the customer asksSay the change, get the new revision.Chat
Give the Agent this job.
Start free, and see the result wait for your yes.