Schedule Meetings
Turn every booked meeting into customer context.
Share one booking page for demos, onboarding calls, or team meetings. SoftSync shows real availability, collects the context your team needs, and brings every booking into the right Contact and follow-up.
A booking page that brings the lead into your CRM.
- Show real availability.Offer times that work with host hours and calendars.
- Ask before the call.Collect company, goals, and timeline while the lead is warm.
- Keep the lead in view.Put the booking, Contact, and next step together.
Start with the work you already do
Make scheduling part of the sales process.
Give people an easy next step after outreach. They choose a time, your team gets the context, and the booking lands in the same CRM where the conversation will continue.
Meeting types
Set up each kind of meeting once.
Create a Sales demo, Onboarding call, or team meeting with the right hosts, length, assignment rule, and guest questions.
Booking page
Stop the back-and-forth before it starts.
Share one link or embed the page. Guests see only times that work with host availability and connected calendars.
After booking
Bring the lead straight into your CRM.
SoftSync matches or creates the Contact, adds the calendar event, and keeps the booking ready for follow-up.
Make it fit your business. A scheduler can end at the calendar invite. SoftSync carries the lead into the CRM, so the booking, customer context, and next action stay together before and after the call.
A simple way to use it
From booking link to follow-up in four steps.
Set the rules once, then give customers a simple next step and your team a complete starting point.
- 01Create a Sales demo or meeting type
- 02Choose hosts and set their availability
- 03Share or embed the booking page
- 04Open the Contact and prepare the next step
Questions, answered
A few things people ask before they start.
Make booking simple for the guest and useful for the team.
Is this the same as Meeting Assistant?
No. Schedule Meetings handles the booking before a call. Meeting Assistant is the desktop app that captures a conversation already taking place, without a bot joining the call.
Can I offer more than one meeting type?
Yes. Create separate pages for sales demos, onboarding calls, or team meetings, each with its own hosts, duration, questions, and booking link.
How does SoftSync stop double-booking?
Each host sets their available hours and connected calendars. Guests only see times that are free for the selected hosts, and the booking is written to the calendar when confirmed.
What happens to a new lead after they book?
Choose a Contacts group for the meeting type. SoftSync matches the guest by email or creates a Contact, stores the booking details, and leaves the record ready for follow-up.
Ready when you are
See your sales day in SoftSync.
See a booking flow that ends in the CRM, not a separate list.