Business growth requires meetings — and lots of them.
But aligning everyone’s schedules to find a time to meet can be complicated and time-consuming. The Calendly team discovered it takes an average of 7.3 emails to schedule a single meeting. That’s valuable time that could be spent connecting with prospects, customers, or candidates.
When you make scheduling automation part of your team’s tech stack, admin tasks won’t slow down your sales cycle or delay your hiring process. Whether it’s sales revenue, recruiting pipeline, or customer retention, scheduling automation can help every team save time and hit their goals.
But not all scheduling software is built with teams in mind, especially when it comes to collaborative scheduling, integrations, and security.
For high-performing teams, scheduling automation is more than just a booking link.
You need a platform with shared availability, automated lead routing, integrations, security features, and more.
High-performing teams around the world rely on Calendly to close deals, land candidates, build relationships, and grow their businesses. It’s the scheduling automation platform that enables teams to reach goals faster.
Calendly helps teams like yours:
Boost team efficiency and productivity
Improve business performance and customer experience
Standardize and scale scheduling across the business
Keep your organization secure
Let’s look at each of those four benefits in detail.
Boost team efficiency and productivity
Make it easier for employees to spend less time scheduling meetings, and more time doing great work. No more getting bogged down with manual processes, admin tasks, and fragmented tools.
Calendly offers integrations with your team’s favorite software, flexible features like mobile apps and browser extensions, and automated workflows.
Keep the tools and processes you already use and love, so you can get more done without reinventing the wheel.
How Calendly can help:
Over 100 integrations
It's easy to add Calendly to your tech stack. Calendly connects with the tools your team uses every day, like Salesforce, HubSpot, and Marketo.
One-click access via the browser extension
The Calendly browser extension for Chrome, Outlook, Edge, and Firefox makes it simple to share your availability and manage meetings wherever you work, without having to jump between tabs or apps.
Mobile apps for iOS and Android
With Calendly’s mobile app for iOS and Android, you can share your scheduling link, book meetings, get notifications, and change your availability on the go.
Automated pre- and post-meeting communications
Calendly Workflows automatically send emails and SMS messages to the right people, at the right time. Avoid last-minute cancellations and no-shows with text notifications and email reminders, and spend less time on meeting prep and follow-ups.
"Setting up a Workflow and being able to assign it to many different Event Types saves the advisors significant time and money. We even started using the thank-you email as a digital business card."
Improve team performance and customer experience
Do more than save time on scheduling — drive business growth, too.
Calendly’s department-specific solutions are designed to help every team meet their goals, from closing high-value deals to reducing customer churn.
Marketing teams apply scheduling automation to deliver and convert more qualified inbound leads.
Sales teams use scheduling automation to make it easy for prospects to book meetings — and keep that momentum going throughout the sales cycle.
Customer success teams use scheduling automation to create a consistent, responsive customer experience.
Recruiting teams use scheduling automation to spend less time trying to match candidate and interviewer availability, and more time sourcing and connecting with top-notch candidates.
A collaborative, standardized experience across teams creates a consistent, delightful experience for customers — no matter which team they interact with.
How Calendly can help:
Collaborative scheduling
Bring the right people together without scheduling headaches. Calendly’s collaborative scheduling features align team members’ calendars, so you can easily include everyone without time-consuming back-and-forth emails.
Round Robin meeting distribution
Calendly’s Round Robin functionality automatically assigns new meetings to team members, so teams can respond to meeting requests faster and stop spending time manually assigning leads.
Lead routing
Instantly turn website visitors into booked meetings. When you add Calendly Routing to your HubSpot, Marketo, Pardot, or Calendly forms, you can instantly qualify leads, then automatically route them to a meeting booking page based on their responses.
Salesforce and HubSpot account matching
Send known leads or current customers from your website form directly to their account owner’s booking page to get time on their calendar. A behind-the-scenes Salesforce or HubSpot ownership lookup means no one has to spend valuable time manually reassigning leads.
“The Salesforce lookup is a game changer for our sales team. They no longer spend 5+ hours a month reassigning website demos.”
Standardize and scale scheduling across the business
Your scheduling software should have department-specific features and be something you can apply across the entire organization, so your company doesn’t have to manage — or pay for — different apps for each team.
In many all-in-one platforms, scheduling automation is an afterthought. On the other hand, many scheduling-specific tools only focus on one team, like sales or recruiting, which means each team needs their own scheduling platform. Those expenses add up, and teams end up siloed.
Calendly is easy to implement, offers onboarding and training resources, and scales as your organization grows.
How Calendly can help:
Managed Events
Standardize meetings across the team with Managed Events: lockable templates for meeting types. Admins can edit, lock, update, and assign Managed Events for a consistent customer experience and more reliable business results.
Admin management
When all users in your organization work from the same platform, admins can align all users with company standards and best practices. Manage and scale Calendly alongside your organization with admin features like user management, central governance, domain control and more.
Reporting and analytics
Discover scheduling activity and trends, including popular meeting days, top performers, and in-demand meeting types. With Calendly Analytics, users can easily access their personal scheduling stats, while admins can view org-wide meeting analytics on a custom dashboard.
"Whether it’s a CSM sitting in London, Singapore, or San Francisco, they’re all having success meetings, quarterly executive business reviews, and program syncs. Having a template for each that we can share with the press of a button is really powerful."
Keep your organization secure
Data security is critical to gaining and maintaining customer trust. Calendly’s enterprise-grade security features keep your organization safe while making admin work easier for your IT team.
One centrally managed platform means reduced risk exposure. Keep your customer data secure with admin management, security integrations, data governance, compliance audits, and privacy protections. Calendly has a 24/7 trust and safety team, internal security training and protocols, and a secure software development lifecycle (SDLC).
How Calendly can help:
SAML SSO and SCIM
Avoid weak passwords and simplify team access with SAML-based single sign-on through Okta, Azure, OneLogin, Auth0, and more. With SCIM enabled, employees are automatically removed when they leave the company.
Domain control
Claim your corporate domain and establish how new employees request access to your centralized, IT-managed account.
Communication archiving
Highly regulated industries like financial services must meet special requirements when it comes to customer communications. Calendly lets you create a trackable, auditable record of all email communications with your customers.
Compliance and privacy
Stay on top of regulatory compliance — Calendly is SOC 2 Type 2 certified and CCPA and GDPR compliant.
Better scheduling for your whole organization
You don’t have to choose between team productivity, business performance, customer experience, and security. Calendly is the only enterprise-grade scheduling platform that helps your team achieve all of the above.
More than 100,000 organizations rely on Calendly to close deals, build relationships, and grow their businesses.
![[Blog hero] Collaborative scheduling-2023](png/-blog_hero-_collaborative_scheduling-2023_io99ae.png?q=85&fm=webp)
![[Atlassian] Customer story - Preview image](png/atlassian-card-image99ae.png?q=85&fm=webp)
