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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

Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits. Entity Support: Supports OOB and Custom Entities Round Robin: Divide the Leads equally among the team using Round Robin Algorithm. Capacity: Assign Leads based on the individual capacity of each user Rules: Create multiple assignment guidelines for different selection criteria for Leads Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users. Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements Period: Define a period for the assignment of work items based upon that period

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

AXIO Advanced Projects
Microsoft Dynamics 365

Integrations

AXIO Advanced Projects
Microsoft Dynamics 365

Pricing Details

$7/month/user
Free Trial
Free Version

Pricing Details

No price information available.
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

Inogic Tech

Founded

2006

Country

India

Website

www.inogic.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

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