10to8 is appointment management software from the UK company of the same name.
$0
pcm (100 appts + 2 logins)
LeanData
Score 10.0 out of 10
N/A
LeanData is a solution built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage.
I think the competitive booking sites, to my understanding, offer more integrated full-office functions like client history, visit or product payments, etc.
LeanData is incredibly configurable. The drag and drop nodes are easy to use and while it takes a little practice, once you know how to configure the nodes, the amount of flexibility you have to customize your instance is impressive. We can route to specific individuals, to Round Robins, to Territory Teams and more. Timezones and vacations rules can be established and respected. The tool is incredibly scalable to large teams. We have two different business units each with different routing practices and we are able to configure LeanData to work smoothly for both unique processes.
Lead-to-Account Matching. LeanData has far and away the best fuzzy matching system for identifying the appropriate Account where a particular Lead belongs.
Lead Routing. LeanData's visual routing canvas allows business users to construct very sophisticated, yet reliable, routing branches that determine what to do with every lead (both new and existing) based on business rules.
I think implementing data tables is by far a superior way to achieve complex routing scenarios, but the feature could be more at the forefront (I was previously building very complex webs to achieve similar results before I was aware of how to use them)
I wish there were a way to have multiple entry nodes of the same type (ie New/Updated Campaign Member) with different filters for better router organization. I realize this could be implemented by adding additional filters to the existing node, but for viewing cleanliness as opposed to functionality itself, I wish this could change.
The tool is the all singing and dancing ultimate appointment and scheduling tool suitable to almost any business that requires their customers/ clients to book in for a service. Has so many features and works really well with many third party tools that can save you a lot of time and hassle. It would of been a 10 if 10to8/had its own mobile app not web based app
I've only had to reach out to customer service twice, but both times the people that I spoke to were quick to respond, knew what they were talking about and were able to walk me through fixing the issues.
There is no way I would have such a successful implementation of this product without the implementation and support team. They have been patient, helpful, and very responsive. Even after I had gone live and had been so for a while, our org and thus our criteria had changed. They continued to help me make the necessary tweaks to ensure I was up and running.
We can't schedule directly through MyCase, but we sync our 10to8 account with multiple calendars. Smith.ai schedules appointments for us by clicking on a link. We use Calendly for some appointments, but it's more expensive.
We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.
The tool makes my business look professional online and helps me manage my business as a whole with calendar syncing and zoom conferencing meeting integrations to name a few.
If insights and analytics is what you are after you can also run reports and download them to use for monthly or quarterly business reviewing.
The time saved using 10to8 is priceless. You can import or create intake forms for each service that you can make as a requirement for your clients to complete.
Using the Outreach integration in LeanData that allows us to auto-sequence an inbound prospect that hasn't booked a meeting has brought our average time to touch from 10+ days to >1 day.
I can't speak to specific numbers, but using LeanData to route our different onboarding related objects has significantly reduced our onboarding time for new customers.
Adding LeanData Bookit has also reduced our spend by consolidating tools. When we acquired a company last year, we were able to use LeanData on their website and get rid of their routing/meeting tools without having to pay for another instance.
