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Description
Gather leads through your website or dedicated landing page by personalizing your forms with unique design features and tailored fields. Establish predefined settings for the leads you gather, including round-robin distributions, tagging systems, and currency specifications. With the ability to synchronize your mailbox in both directions, you can craft email sequences aimed at eliciting responses or re-engaging with previously disinterested prospects. Tailor the experience of your potential clients according to your preferences, ensuring your messages reach their primary inbox instead of getting lost. Eliminate the hassle of back-and-forth emails for scheduling; simply set your availability and allow prospects to choose a convenient time to connect with you directly. Whether it’s tasks, meetings, or follow-ups, utilize the 2-way synchronization with both Outlook and Gmail to organize all your sales activities in one centralized platform, ensuring that no opportunity slips through the cracks. Additionally, streamline your workflow by integrating notifications for upcoming tasks and meetings, keeping you consistently informed and ready to engage.
Description
Cartoply is a scheduling platform reminiscent of Calendly, but it stands out with its unique location-based routing feature. This innovative capability allows the system to automatically assign guests to the most suitable team member based on their service area, something that Calendly lacks. Users can set up various event types, establish their availability, and distribute a public link for bookings; guests can then select an available time slot in just a few seconds. The platform offers features such as round-robin and territory-specific assignments, reusable groups for intricate routing, buffer times, daily booking limits, tailored intake questions, and pre-qualification criteria to maintain organized calendars. Furthermore, it integrates seamlessly with Google and Outlook calendars and connects to Zapier for enhanced functionality. Teams also have the option to collect payments in advance using Stripe or PayPal, providing automatic refunds in case of cancellations, ensuring a smooth and efficient scheduling experience for both hosts and guests. With these robust features, Cartoply is designed to streamline the booking process while keeping operational logistics in check.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Gmail
Microsoft Outlook
Pricing Details
$9 per user per month
Free Trial
Free Version
Pricing Details
$7/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agencyjoy
Website
www.agencyjoy.com
Vendor Details
Company Name
Cartoply
Founded
2026
Country
United States
Website
www.cartoply.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management