EPISODE · Jan 12, 2024 · 25 MIN
E10: Product Deep Dive: Calendar Booking
from Mortgage Tech Talks · host Tom Hall
Calendar booking tools streamline the meeting scheduling process by replacing back-and-forth emails with a single link for clients or colleagues to book a time directly in your calendar. Every Calendar booking tool should be able to integrate with your calendar, and ensure accurate availability. Support for group bookings and integration with video conferencing tools are "nice-to-have" features that can differentiate products. Calendly: Market leader with top-notch integrations. High reliability but comes at a higher price. HubSpot: Integrates with GSuite and O365 Simple but may have limitations. Free for HubSpot users. Zoho Bookings: Zoho's tool with full integration within the Zoho ecosystem. Integrates with GSuite and O365, but reliability may be a concern. Free for Zoho CRM users. If you're using Zoho or HubSpot use their booking tool. It'll save you money and reliability is generally good within the same ecosystem. In all other cases, Calendly stands out with top-notch integrations, reliability, and efficiency. It's well-worth the higher cost. Follow our hosts https://www.linkedin.com/in/tomhall8/ https://www.instagram.com/mortgage_tech_tom/ Subscribe to our newsletter https://mortgagetechtalks.substack.com/
What this episode covers
Calendar booking tools streamline the meeting scheduling process by replacing back-and-forth emails with a single link for clients or colleagues to book a time directly in your calendar. Every Calendar booking tool should be able to integrate with your calendar, and ensure accurate availability. Support for group bookings and integration with video conferencing tools are "nice-to-have" features that can differentiate products. Calendly: Market leader with top-notch integrations. High reliability but comes at a higher price. HubSpot: Integrates with GSuite and O365 Simple but may have limitations. Free for HubSpot users. Zoho Bookings: Zoho's tool with full integration within the Zoho ecosystem. Integrates with GSuite and O365, but reliability may be a concern. Free for Zoho CRM users. If you're using Zoho or HubSpot use their booking tool. It'll save you money and reliability is generally good within the same ecosystem. In all other cases, Calendly stands out with top-notch integrations, reliability, and efficiency. It's well-worth the higher cost. Follow our hosts https://www.linkedin.com/in/tomhall8/ https://www.instagram.com/mortgage_tech_tom/ Subscribe to our newsletter https://mortgagetechtalks.substack.com/
NOW PLAYING
E10: Product Deep Dive: Calendar Booking
No transcript for this episode yet
Similar Episodes
Feb 1, 2025 ·168m
Aug 7, 2024 ·58m