meetergo Features

Application is its own calendar, booking, and reminder system.

The software uses data from CRM, calendar, or another application to generate reminders.

Reminders are sent via text message to a mobile device.

Reminders are sent via email.

Recipient is prompted to confirm, cancel, or reschedule the appointment

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 send confirmation and reminder emails & texts

Ability to send automated follow-up emails/texts upon conclusion of appointment

Receive a notification whenever a customer schedules an appointment

Schedule repeating appointments based on a duration of time

Automatically create schedules based on business needs or employee availability and qualifications

Automatically find mutually available meeting time slots across multiple calendars

Automatically detects the time zone of both parties to avoid booking mistakes

Ability to set preferred availability to ensure appointments are only booked during approved times

Ability to block off additional time between appointments for travel or preparation

Personalize booking page with custom logos and colors to match branding

Personalize a booking link to share with customers

Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.

Provides the ability to be embedded into websites

Integrates with payment processing software to accept payment from customers

Integrates with video conferencing tools to allow for virtual appointments

Integrates with SMS providers or instant messaging platforms to communicate directly with customers

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Simulates human-like speech from text inputs.

Converts images into a textual description, identifying key elements.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Define levels of authorization for access to specific files or systems

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Record, update and manage waiting lists

Access software remotely via mobile devices

Private online space that lets businesses securely share documents and provide information access to clients

Import and export data to and from software applications

Manage various aspects of appointments including booking, rescheduling, canceling

Create and send email blasts/campaigns

Manage contact details and communication with clients

Track employee schedules, availability, and performance across projects and tasks

Electronic storage of stakeholder contact information

Book meetings and appointments through a website or digital platform

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Send messages via SMS

Accept and process credit card transactions

Application programming interface that allows for integration with other systems/databases

Manage and support multiple locations

Manage, store and organize emails within the system or via third-party apps

Access previous interactions or concerns to maintain customer relationships

Track and manage schedules and meetings via an integrated calendar

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Seamlessly integrates with 3rd party websites

Schedule repeating appointments based on a duration of time

Use AI to generate content in the form of text, images, videos, etc.

Add customized logos and colors to align with company branding

Notifications via mobile devices

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Receive system updates as soon as any changes are made

Compliant with HIPAA, which sets standards for sensitive patient data protection

Schedule appointments via a calendar

Gauge satisfaction and receive information for improvement and success

Manage and support multiple locations

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Application programming interface that allows for integration with other systems/databases

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Manage the rescheduling of appointments

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage and support multiple languages

Active reporting of data and metrics

Automated reminders and confirmations for booked appointments and events via text or email

Send, receive, and respond to messages

Automatic reply functionality for incoming messages

Pre-designed layouts that can be customized to match preferences and requirements

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Reminders sent for balance/payment due

Synchronize with other calendars to view mutual availability and schedules

Online portal through which end users can access the system, manage tasks, or obtain information

Electronically collect payments for goods or services

Send messages via SMS

Import and export data to and from software applications