Calendly helps organizations globally automate the meeting lifecycle by removing the scheduling back and forth, with the goal of enabling companies to close deals, hire candidates faster, and build relationships.
$10
per month (billed annually) per seat
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.
It's well suited for music students' lessons. It's well suited for online coaching, primarily through places like Zoom and more. It helps simplify things for your clients, lets you program your schedule, and allows it all to go automatically! If you are working with a senior population, it may be a little tricky for them to sign up and then really hard for them to cancel lessons. There isn't a way to go to the site and cancel. You have to pull up the confirmed email and cancel from there, but people can lose emails.
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.
Sales. Easy for people to book so less back and forth.
Managed access. Easy for me to offer people the "right kind" of slot - I have like 5 hidden event-types I share only with certain people so they can access different availability.
Collaborative events! Some of us frequently meet in pairs or groups, e.g., one of our regional leaders and I have a shared link we can send out to people to find a time that works for all of us. LOVE this.
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.
If you have more than one company, you cannot use one account. This is the most difficult hurdle to me but still one I am willing to jump over considering all the benefits of Calendly.
Adding custom color ability on event types. Example: One of my companies doesn't use any of the color choices. I would like to be able to color code those to my brand.
Brand/Asset kit would be a wonderful addition. In profile settings, have a place to upload brand logo, assets, and brand color codes.
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.
For all reasons like workflows, UI, and the way Calendly keeps all of us engaged through the Collective forum. It's indeed undeniable that no other product covers all business needs like Calendly does. On the other side, this has also reduced the workload by enabling us to focus more on other tasks for the day
Calendly is extremely easy to use for selecting times and days for meetings. From my end, it's very easy to indicate the days and times that I am available for meetings. I have used other scheduling products, but Calendly has the smoothest way of operating. I highly recommend it for scheduling meetings
There is a lot of support for Calendly. Whenever I have had issues navigating through it, especially as a new user, I found multiple support on the web addressing my questions or concerns. There is a lot of in app informative notes accessible to users to navigate through Calendly when needed.
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.
Everything I've said previously. It takes me entirely out of the loop of coordinating people's schedules, sending invites, booking time, ensuring they get a Zoom invite, etc. It does everything while I do next to nothing, which is as it should be. As a team of one, my time should be spent doing what I do best and getting paid to do: coaching, teaching, consulting, speaking, writing, and creating training content and workshops.
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.
Over 300% as of last year. We had done a case study which was phenomenal because even I didn't know the numbers were that huge until we finally put pen to paper.
Time!! I'm in the money business and you know Time is Money if you're in the same industry.
Affordability. It doesn't break the bank for anyone - having an affordable product along with it being user friendly is a no brainer.
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.
