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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
Booking meetings becomes ineffective when you're targeting the wrong accounts; therefore, it's essential to allocate the appropriate accounts at the optimal time. To enhance sales efficiency, identify the gaps in your CRM and direct your sales representatives towards accounts with a higher likelihood of conversion, transitioning to dynamic account management. This shift from traditional static territories to a more versatile and resilient approach is where dynamic booking proves invaluable. Having extensive experience in the RevOps field, we understand the specific needs of high-performing sales teams, as we've been on the front lines ourselves. Discover how dynamic books serve as a viable alternative to conventional static territories by accessing our complimentary guide on dynamic book management. Our offerings include the assignment of both built-in and custom objects, adaptive round-robin allocation based on parameters such as weight, capacity, and availability, along with comprehensive logging, audit history, and reporting functionalities. Additionally, we provide premium onboarding and dedicated support to ensure smooth implementation of dynamic book management. Embrace this innovative approach to transform your sales strategy today.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Microsoft 365
Outreach
QuotaPath
Salesforce
Salesloft
Integrations
Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Microsoft 365
Outreach
QuotaPath
Salesforce
Salesloft
Pricing Details
$7/month/user
Free Trial
Free Version
Pricing Details
$200 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
Gradient Works
Country
United States
Website
www.gradient.works/
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