Those new customers are opportunities ready for your action. Make sure your CRM features everyone as they get added to your system by setting up this automation to capture the information from ScheduleOnce. It will trigger whenever someone schedules a booking with you, automatically creating a lead on Insightly for your new customer.
ScheduleOnce is an end-to-end solution for scheduling with prospects and customers through all phases of the customer lifecycle.
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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