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Demodesk SchedulingDemodesk

Let customers schedule time on your calendar, qualify and route prospects to the right team member, and control handoff processes in your team - all in one place, fully automated.

Vendor

Vendor

Demodesk

Company Website

Company Website

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Product details

Demodesk Scheduling is a fully automated scheduling solution designed for revenue teams. It enables customers to book meetings directly, qualify leads in real time, and route them to the right team member—all without manual intervention. With deep CRM integration, customizable routing rules, and advanced analytics, Demodesk Scheduling streamlines the entire meeting lifecycle from booking to handoff.

Features

  • Booking Links: Let customers schedule time with your team via personalized booking pages. Embed links on your website or send via email. Automate reminders to reduce no-shows.
  • Routing Forms: Qualify visitors in real time using booking questions synced with your CRM. Automatically route meetings based on team structure, ownership, or round-robin rules.
  • Handoff Management: Schedule on behalf of colleagues, manage team availability, and hand over meetings seamlessly in case of absence or changes.
  • Multi-Participant Scheduling: Coordinate meetings with multiple team members by factoring in everyone’s availability.
  • CRM Integration: Schedule directly from CRM deal or contact records. Auto-sync meeting details, follow-ups, and updates to CRM fields.
  • Meeting Analytics: Track and analyze meeting performance, no-show rates, and success metrics by team, booker, or meeting type.
  • Security & Compliance: Hosted in secure German data centers, fully compliant with GDPR and MiFID II.
  • White Labelling: Fully customizable to match your brand and hosted under your domain.
  • Enterprise Support: Includes live training, workshops, documentation, and expert support.

Benefits

  • Reduce No-Shows: Automated reminders and personalized invites help decrease no-show rates by up to 20%.
  • Save Time: Eliminate manual admin with automated scheduling, routing, and CRM updates.
  • Improve Lead Qualification: Real-time routing ensures prospects are matched with the right rep instantly.
  • Boost Team Efficiency: Round-robin and ownership-based routing balance workloads across the team.
  • Enhance Visibility: Analytics provide insights into meeting performance and team productivity.
  • Scale Seamlessly: Works out of the box with your CRM and adapts to your team’s structure and processes.