Meetings & routing
They book. You route. Handoffs stay clear.
A simple “pick a time” moment for the visitor, and a clear line to the right rep or region for you. One story from first click to owned follow up, not two products that never meet.
Meetings
A calendar that still feels like a treat for the visitor.
Show real times that respect your teams, buffers, and time zones. A light qualification first helps keep weak fits out of the calendar, so the times you show stay worth the room in everyone’s day.
- Calendars you trust, so the slots you show are the slots you can keep
- Context from the page or the chat, carried into the event
- Handoffs that your CRM already knows how to work with for inbound, not a one off import
Routing
The lead goes to the right team on the first try.
Point each conversation at the people who own that market, that segment, or that account, by page, geography, UTM, or a clean fallback. Less “who has this?”, more pipeline.
- Rules your sales ops can read, and your reps can trust in the field
- Slack or CRM signals so a lead never “goes dark” in the handoff
- Built for regions, round robins, and the way you really sell, not a single global inbox by default
In one line: the visitor does something simple, your GTM design decides who helps them next, and the system can carry that for you, automatically.