For software founders: keep opportunities current on booking

Software sales reps lose momentum when scheduled onboarding meetings aren't in CRM, causing unclear ownership and stalled deals. So account executives see the scheduled call and assigned coordinator.

Overview

Missed or mis-assigned onboarding meetings stall deals and create forecast blindspots for software founders. Connecting calendar bookings to your CRM updates or creates opportunities and assigns owners without manual steps, giving account executives accurate pipeline visibility and fewer missed follow-ups.

Notable Features

Update opportunity records on booking
Assign onboarding coordinator by event
Notify account executive in Slack