Key Features:

Meeting Types: Create recurring meeting options with unique links that can be used repeatedly for scheduling meetings when a prospect is ready to engage, eliminating the need to set up a new meeting each time.

CRM-Driven Assignment: Schedule IQ automatically identifies the prospect's owner in your CRM system and displays their calendar if the prospect is already acquainted with them, streamlining integration with your CRM tool.

Website Integration: Embed Schedule IQ into your website so that prospects can easily book meetings with you, and these appointments will seamlessly appear in your calendar.

Meeting Allocation Methods: Schedule IQ provides various strategies for distributing meetings to your team members:

Adaptable Allocation: Distribute meetings among representatives based on their availability.
Weighted Allocation: Assign meetings to team members with specified weightings for balanced distribution.
Rigorous Allocation: Equitably allocate meetings among team members to ensure fairness.

Criteria-Based Routing: Assign prospects to representatives based on their responses to form questions.

Schedule IQ by Klenty

oleh KlentySoft Inc.