01
Booking becomes a deal
Before the manager copied the client's name and time from a Calendly email into the CRM by hand and sometimes forgot.
After the moment a client books a demo, a deal with the contact, the meeting time and the answers from the booking form appears in the CRM.
02
Cancellations and reschedules update the pipeline
Before a client cancelled, but the deal stayed in the 'demo scheduled' stage and the manager prepared for a call that never happened.
After a cancellation moves the deal to a follow-up stage and posts a task; a reschedule simply updates the time.
03
Reminders and materials before the call
Before the manager sent a presentation and a reminder to each client manually, an hour before the call.
After after a booking the client automatically receives a message in the messenger or by email with the agenda and materials, and the manager gets a summary of who is coming.
04
Routing form leads that never booked
Before people filled in the qualification form, did not pick a time and disappeared without a trace.
After every submitted form creates a lead in the CRM even without a booking, and the sales team follows up with those who dropped off.
05
Team meeting statistics
Before to count how many demos each manager held and how many were cancelled, someone opened every calendar by hand.
After all bookings and cancellations across the team flow into one table, and the report builds itself.