Follow Us

Features

Schedule

Schedule Meetings
Effortlessly

Stop wasting time and energy on back-and-forth emails just to schedule a meeting. Don’t interrupt the flow of your work to manage your calendar. Empower clients and staff to book meetings with you while you work. With GoCRM’s scheduler, you can automate the process of adding appointments to your calendar and keep your productivity flowing all day long.

Integrate Your
Existing Calendar

You don’t have to learn a new system to use our scheduler. We integrate with your Google & Office 365 Calendar, to eliminate the learning curve. Keeping on top of your schedule is easier than ever before!

  • Updates sync automatically across apps
  • Availability and schedules are visible
  • Switch seamlessly between apps

Get Visibility Into Client
Appointments

Never miss a meeting, forget a participant, or overlook a meeting invite again with visibility built directly into our scheduler.

  • Create custom Activity Types
  • Send meeting invites to clients
  • Add attendees to meeting
  • See invites, and participants, in one place
  • Manage meeting outcomes

Manage Your To-Do
List Seamlessly

Don’t let any tasks fall through the cracks, thanks to effortless task management built into our scheduler. The best part? You are in control of your list and priorities so things get done your way, on your timetable.

  • Prioritize tasks based on your needs
  • Automate reminders for appointments and tasks
  • Create action plans for easier follow-through

Put Your Calendar In
The Right Hands

Generate leads, and meetings, without interrupting your
work, thanks to an auto-generated link to your calendar.
Once you have this link you have two choices:

  • Email this link to contacts to simplify the scheduling process.
  • Embed this link on your website so leads can set up meetings without taking any time out of your day.

You send or embed the link and focus on your day.
Our scheduler wil auto create meetings, add them to
your calendar, and send reminders as leads and contacts
respond. There is no easier way to set up, manage, and
stay on top of your schedule!

Generate Activities
Automatically

Integrated automations allow you to generate essential activities
in moments. These customizable automations allow you to:

  • Create meetings
  • Send reminders
  • Trigger Next Steps on Outcome
  • And more

There has never been a simpler way to keep your schedule
running smoothly!

Try GoCRM Free For 30 Days

No pressure, no obligation. See GoCRM in action in your business.

Try For Free