Workgroup Edition

Appointment Software for Teams

Web-based Scheduling for Teams, Departments and Businesses

An online appointment scheduling solution for teams and businesses to make it fast and easy for effective conversations with prospects, clients and customers. With Workgroup it is easy for your customers and prospects to get an instantly confirmed appointment with the right representative in your company.

The TimeTrade Click to Schedule link instantly accesses Workgroup’s configurable Appointment Router. Workgroup automatically matches the person in your company best suited to handle the request.

Scheduling for your customers and prospects

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Retail Scheduling Website

TimeTrade Instant Click-to-Schedule Appointments

Meetings drive your business, but getting them is the hard part. Your customers pick you, not the other way around. TimeTrade products make it easy for your team to be accessible 24/7 with self-service online appointment scheduling.  Using Click-to-Schedule in your emails, website, social selling campaigns or social media channels eliminates time wasted on endless back-and-forth emails and calls, and lets your team spend more time on the what’s important - supporting customers and providing sales assistance.

 

Connected Calendars

TimeTrade is the only online appointment scheduling solution with continuous monitoring of existing Outlook, Google or iCal calendars. By constantly checking the calendars of registered team members, Workgroup has an always-updated inventory of the team’s individual availability. That way you’ll never have to worry about double-bookings or missed opportunities. Best of all, scheduled appointments instantly flow into team member calendars, which frees your team members up to spend more time selling or helping customers.

 

Online Appointment Scheduling Calendars

rules based routing scheduling software

Smart Appointment Routing

Smart Routing lets your team, or even your entire company, be available for scheduled appointments without losing control of their calendars or compromising security. The Smart Router keeps tabs on everyone’s availability preferences like the days and times they are willing to be available. Easy-to-configure rules direct appointment requests to the appropriate team member based on things like sales territory, product expertise or support role. In fact, Smart Router can be set up to match the processes you already have in place.

Watch the online scheduling video

 

You’re Mobile – So Is Workgroup

TimeTrade mobile lets you bring your sales call scheduling management with you. You can use it to send Quick Appointments that offer multiple day/time slots for meeting. A convenient “Followups” list keeps track of all outstanding appointment offers you’ve made so you can follow up from anywhere. And your personal mobile calendar is fully integrated and synced with TimeTrade.

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Mobile Online Appointment Scheduling
online appointment scheduling for Salesforce.com

Integrated with Salesforce.com

Workgroup helps you get the most out of Salesforce by letting you offer Click-to-Schedule appointments in rep emails, automated campaigns, web-to-lead forms and mass emails without ever leaving Salesforce. When an appointment is scheduled and confirmed, Workgroup automatically creates a new activity in the lead or contact record in addition to putting the appointment on the sales rep's personal and Salesforce.com calendars.

Watch the online scheduling video

 

Controlled Time Allocation

People have different types of meetings throughout the day that require different amounts of time, different preparation, and different availability. You may want to offer sales meetings during the week, product demos on M-W-F and in-person appointments on alternate days. TimeTrade is the only solution that provides you the flexibility to offer different types of meetings to different customers or prospects. Workgroup’s Published Availability feature allows each member of the team to specify which days and times he or she is available for appointments.

 

 

Online Appointment Scheduling Meeting Types

Marketing Automation

Marketing Automation System Integrated

TimeTrade "Click to Schedule" calls-to-action create customer and prospect interaction that is crucial to capture and track. That’s why TimeTrade is fully integrated with the most popular CRM and marketing automation systems. New leads created with TimeTrade Click to Schedule get posted to your customer tracking and database systems automatically and fully adhere to your lead assignment rules.

Central Administration Console

You’ve got a team, and whether it’s 5 people in your office or 5,000 people spread across the country, effective team management is crucial to success. Workgroup gives you the ability to set up users, create grouping of users, and set up rules that control appointment routing and assignment. An analytics module lets you monitor scheduling activity on a group and individual level.

 

 

Reporting