Demodesk Scheduling Features

Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.

Provides tiebreaking features when leads match to multiple accounts.

Provides matching logic features for special characters, acronyms, and other complex names.

Automatically routes matched leads directly to account owners.

Allows users to build custom routing rules.

Allows users to assign leads to selected territories and regions.

Allows users to configure schedules so leads are routed only during working hours.

Allows users to configure service level agreements so leads get matched and routed as fast as possible.

Provides features to audit any leads that were misrouted to incorrect accounts.

Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.

Limits the number of leads to assign to sales reps.

Provides analytics for tracking and monitoring routing.

Provides integrations for CRMs and marketing automation platforms.

Sends an alert to salespeople when a lead is routed to them.

Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.

Ability to view multiple calendars at once from within a single window

Provides customizable viewing options (e.g., day, week, month, year)

Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.)

Ability to manage multiple calendars at a time

Calendar integrates with a screen reader to read and respond to calendar invites as well as schedule appointments and meetings

Calendar functions can be carried out with the use of keyboard shortcuts

The ability to automatically sync calendars across different calendar softwares (i.e. ability to sync a Google Calendar with an Outlook calendar)

Ability to import events from an existing account or another calendar

Integrates an existing calendar with another software application, such as Microsoft Teams or Slack

Ability to customize calendar notifications including event reminders, how far in advance the notification should be received, and methods in which the notification is received (desktop notification vs. email)

Offers location-based alerts to assist with commuting to and from one location to another

This software integrates with Microsoft Teams.

This software integrates with popular email providers.

This software integrates with Zoom.

This software integrates with Google Meet.

This software integrates with Salesforce.

Provide the ability to create a custom booking page.

Provide the ability to create custom scheduling URLs.

Provide the ability to create a personalized web embed.

Allow users to set automatic working hours.

Automatically update calendars after a meeting has been booked.

Provide the ability to incorporate buffer times, leaving time before and after meetings.

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes