Sales and CRM

Online Scheduling System for B2B Sales TeamsPre-sales (SDR)Customer Success (CS)Demos and POCs

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

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

Use Cases for Sales, SDR and CS

Discover how eAgenda can accelerate your sales funnel from first contact to closing and post-sale.

B2B Sales Meetings

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

Links per sales rep
Calendar sync
Automatic video conferencing

Pre-sales (SDR) and Qualification

Smart forms qualify leads before the meeting. Automatic distribution among SDRs with custom rules.

Dynamic fields per campaign
Rule-based routing
Instant alerts to SDR

Onboarding and Customer Success

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

Flows per lifecycle stage
Integrated NPS/CSAT surveys
Adoption reports

Demos and Proofs of Concept

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

Duration per demo type
Pre-meeting material delivery
Post-meeting checklist

Benefits for Sales Teams

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

Instant Scheduling

Eliminate back-and-forth via email and WhatsApp: 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 align perfectly with your CRM.

Features for Your Pipeline

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

Qualification Forms

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

Reminders and Follow-ups

Confirmation and reminder sequences via email, SMS, and WhatsApp to reduce no-shows.

Scheduling Links and Pages

Individual URLs per rep, team, or campaign with availability rules.

Rules and Blocks

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

Payments and Reservations

Request upfront payment or deposit when needed to qualify meetings.

Metrics and Performance

Conversion reports by stage, lead source, and sales rep.

Transform Your Sales Operation

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

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