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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Distribution Engine provides various methods for distributing records among your teams, with several outlined below and even more available in the application. Ensuring fairness is crucial for maintaining motivated and successful sales teams, and the round robin method stands out as the most straightforward and efficient approach to achieve this. With round robin distribution, each team member receives a record in turn, cycling back to the start after everyone has had a chance, which eliminates confusion regarding allocation processes. Additionally, load balancing offers a solution to maintain equitable workloads across the team by factoring in the different availabilities and expertise levels of team members. This method is particularly effective for case distribution, as it can be tailored to accommodate assignments beyond what Distribution Engine handles, as well as taking into account the complexity or value of the records being assigned. Ultimately, these distribution methods contribute to a more organized and productive team environment.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

Champify

Integrations

Champify

Pricing Details

$7/month/user
Free Trial
Free Version

Pricing Details

$45 per user per month
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

Cartoply

Founded

2026

Country

United States

Website

www.cartoply.com

Vendor Details

Company Name

NC Squared

Country

United Kingdom

Website

nc-squared.com

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

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Alternatives

Alternatives