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Average Ratings 0 Ratings
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Champify
No
Pricing Details
$7/month/user
Free Trial
Yes
Free Version
Yes
Pricing Details
$45 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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
No
Automated Scheduling
No
Calendar Sync
No
Client Database
No
Group Scheduling
No
Mobile Access
No
Multi-Location
No
Online Booking
No
Online Payments
No
Recurring Appointments
No
Room Booking Management
No
Product Features
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No