Online Scheduling System for B2B Sales TeamsPre-sales (SDR)Customer Success (CS)Demos and POCs
Leads answer the qualification questions, pick a time on the rep's calendar and get the Meet link. No more email back-and-forth to settle on a date.
24/7
Scheduling always available
API
Connects to your CRM
Routing
Leads assigned by rules
Meetings, pre-sales, onboarding and demos
The same booking link plays a different role at each stage, from the first conversation to the check-in after the sale.
B2B sales meetings
Each rep sends their own link, the lead picks an open slot and the meeting lands in Google Calendar with the video call already created. No email thread to find a date.
Pre-sales (SDR) and qualification
The form asks the qualification questions before the meeting, and the lead goes to the right SDR through the routing rule you set. The SDR is notified right away.
Onboarding and customer success
Trainings, check-ins and renewals booked stage by stage, with a reminder before each one and a satisfaction survey at the end of the cycle.
Demos and proofs of concept
Each type of demo has its own length and calendar. The agenda and materials arrive before the meeting, so the prospect does not join the call cold.
A day of sales meetings
A typical day of sales meetings, each one next to the feature that handled it.
Qualification form
Budget, need and buying timeline answered at booking, with fields that appear based on the previous answer.
Booking links
One URL per rep, team or campaign, each with its own availability rules.
Reminders and follow-ups
Confirmation and reminders in sequence by email, SMS and WhatsApp, so the lead does not forget the call they booked.
Guests on the booking
For a POC or a technical demo, the lead adds the colleagues who need to be there, and each guest gets the confirmation emails too.
Rules and blocks
Booking limits per IP, blocks based on no-show history, and automatic or manual confirmation.
Metrics per rep
Meetings booked, held and missed by rep and by period, in a list you can export. You can see whose calendar is full and where leads do not show up.
What the calendar talks to, and where the data sits
What IT usually asks before the calendar goes live.
Integrations
- Google Calendar and Microsoft Outlook
- Zoom, Google Meet and Microsoft Teams
- REST API and Webhooks to integrate systems
Data and compliance
- Encryption in transit and at rest
- ISO 27001 certified data centers
- Data handled in compliance with GDPR
- Access control by team and by location
Plans and pricing
The price follows how much you book. The full table, with everything each plan includes, is on the plans page.
| Plan | Plan |
|---|---|
| Basic Up to 500 bookings per month | R$ 45 /month |
| Intermediate Up to 1000 bookings per month | R$ 90 /month |
| Advanced Up to 2000 bookings per month | R$ 172 /month |
| Enterprise Up to 5000 bookings per month | R$ 387 /month |
Frequently asked questions from sales teams
What sales managers, SDRs and CS teams ask before putting the link in their email signature.
With RD Station, yes: the integration is built in and connects from the integrations screen. With other CRMs, the bridge is the open API and webhooks, which send the meeting’s data as soon as the lead books, reschedules or cancels.
You pick the rule: round-robin between reps, or by each one’s availability. The lead goes straight into whichever calendar the rule points to.
Yes. The booking form asks about budget, need, timing and anything else you need to know, with fields that change according to the answers.
Yes. With booking limits, each person books a set number of meetings, and anyone who piles up no-shows can no longer book through the link.
Yes. The booking list filters by period, service, tag and owner, shows who turned up and who did not, and can be exported. Conversion into a sale stays in your CRM.
Your question isn't here?
Talk to usPaste your link in the next email to a lead
Connect Google Calendar, set the hours open for meetings and answer the next lead with the link instead of suggesting dates.