Sales & CRM

Online Scheduling System for

More qualified meetings, less friction. Automate scheduling, lead qualification, and convert opportunities into closed deals.

+35%
Increase in scheduled meetings
-40%
Reduction of no-shows
24/7
Scheduling always available

Use Cases for Sales, SDR, and CS

Discover how the eAgenda It can speed up your sales funnel from the first contact to closing and after-sales.

B2B Sales Meetings

Send personalized scheduling links, sync with Google Calendar/Zoom, and reduce back-and-forth to book qualified meetings.

  • Links by representative
  • Synchronization with calendar
  • Automatic videoconference

Pre-sales (SDR) and Qualification

Smart forms qualify the lead before the meeting. Automatic distribution among SDRs with customized rules.

  • Dynamic fields per campaign
  • Rule-based routing
  • Immediate alerts to the SDR

Onboarding and Customer Success

Schedule trainings, check-ins, and renewals with automatic reminders and integrated satisfaction surveys.

  • Flows by life cycle stage
  • Integrated NPS/CSAT survey
  • Adoption reports

Demonstrations and Proofs of Concept

Create specific schedules with variable durations, automatic links, and pre-meeting materials for more effective demos.

  • Duration by demo type
  • Sending materials before the meeting
  • Post-meeting checklist

Benefits for Sales Teams

Reduce the sales cycle, increase productivity, and improve the buyer experience.

Instant Booking

Eliminate back-and-forth emails and WhatsApp messages: the lead chooses the best available time.

Smart Routing

Automatic distribution by round-robin, availability, territory, or client portfolio.

Integrations and Automations

Calendar, Meet/Zoom, webhooks, and open API to seamlessly align with your CRM.

Features for the your pipeline

Tools designed for each stage: prospecting, qualification, proposal, and closing.

Qualification forms

Conditional fields to understand budget, needs, and timing before the meeting.

Reminders and follow-ups

Sequences of confirmations and reminders via email, SMS, and WhatsApp to reduce no-shows.

Links and scheduling pages

Individual URLs by representative, team, or campaign with availability rules.

Rules and blocks

Limit by IP, no-show history, and automatic or manual confirmation.

Payments and bookings

Request advance payment or a guarantee when necessary to qualify meetings.

Metrics and performance

Conversion reports by stage, lead source, and representative.

Transform Your Sales Operation

Automate scheduling, qualify leads, and convert more opportunities with a results-focused platform.

Flexible Plans

Monthly, quarterly, semi-annual, and annual subscriptions. From basic to enterprise for your sales operation.

CRM Integration

Connect with HubSpot, Salesforce, Pipedrive, and other CRMs. Sync leads and automate your pipeline.

No Appointment Needed

Cancel anytime. No long-term contracts, no cancellation fees. Total flexibility.

Free trial
No credit card
24/7 Support
Easy cancellation
100% secure

Accelerate Your Sales Today

Start today with our flexible plans and discover how the eAgenda it can transform your business operation. No risks, no commitments!