See what's inside the Skedify sales engagement platform.
Streamline workflows and optimise advisor productivity with our scheduling system.
Branch-specific rules allows each branch the possibility whether or not to follow the rules set on enterprise level.
Take control of your availability by setting automated templates for working hours quickly and easily.
Time slot-specific rules
Optimise advisor productivity and time management by assigning specific rules such as subject, office and meeting type to certain time slots.
Connect your customers with the most suitable advisor for their needs, based on agent expertise.
Add additional flexibility to each office with the option to automatically accept appointments or consider them as meeting requests.
Personalise your customer's experience by offering a targeted appointment invitation link containing a specific subject, office, agent and/or meeting type based on their needs.
Easy agent re-assign
In case of absence or unavailability of the agent, the booked meeting can easily be reassigned to another agent.
Self service reschedule & cancel
Allow customers and agents to conveniently reschedule or cancel appointments.
Automatic buffer time between back-to-back meetings ensures better time management and allows agents to collect notes, take a break or prep for the next meeting.
You’ll have total control over your appointments with in-depth customisable scheduling rules such as meeting frequency, earliest/latest slot shown, etc.
Concurrent group meetings
Manage the number of customers that can book a specific meeting slot simultaneously.
Match customers with the right advisors assigned to a specific region. Optimising user experience and agent productivity for on-location, phone or video meetings.
Connect with your customers, no matter where they are. Book international meetings across time-zones with the confidence that all parties will automatically show up at the same time.
Multilingual web application and plug-in
Don’t worry about engaging with a multilingual customer base. Our solution is available in English, Dutch, French, Danish, German and many more.
Keep your customers updated about every action regarding their appointment. Notify them with automatic confirmations, alerts and reminders.
E-Mail notifications & reminders
Both customers and agents receive email alerts and notifications when an appointment is scheduled and get timely reminders beforehand.
SMS notifications & reminders
Both customers and agents can receive SMS alerts and notifications when an appointment is scheduled and get timely reminders beforehand.
Branded e-mail templates
Never miss a chance to boost your brand. Our branded confirmation and reminder emails can all be personalised according to your preferences.
Custom notifications & rules
All notification and reminder messages are fully customisable.
Custom content per location
Include office-specific info such as contact, parking and accessibility information as well as a welcome message to optimise experience.
Our calendar syncing function is able to combine several of your advisor’s calendars in order to find the optimal slot for your customer while taking into account real-time availability.
Multiple calendar settings & configurations
Adjust the calendar syncs accordingly. Choose to which calendar appointments need to be copied to and which calendars are taken into account for availability.
Multiple account sync
Connect and combine several calendars that need to be taken into account when scheduling appointments.
Sync with Google Calendar
Two-way sync your Google Calendar to the Skedify platform. This covers both personal accounts as Google for Business accounts.
Sync with Office 365 - Exchange Online
Two-way sync your Office 365 account to the Skedify platform. This covers both personal accounts as business accounts.
Sync with Exchange On Premise (2013+)
Calendar services provided by MS Exchange servers on premise. Skedify supports MS Exchange 2013 and higher.
Connect Skedify with your customer-facing applications with our robust, fully-accessible API.
Use our Open REST API to integrate Skedify into your application of choice.
API (outbound - webhooks)
Transfer all appointment data to your current systems.
CRM/ATS/CMS Connect (custom)
Connect Skedify and a custom CRM to exchange information
CRM Connect: MS Dynamics
Native two-way integration between Skedify and Microsoft Dynamics to streamline your customer journeys across both systems.
CRM Connect: Salesforce
Native two-way integration between Skedify and Salesforce to streamline your customer journeys across both systems.
Single-sign-on, allows an employee to authenticate to the Skedify app using his company credentials.
CMS Integrations: Sitecore
Native two-way integration between Skedify and Sitecore to streamline your customer journeys across both systems.
Specific features build on top of the Skedify engine to map and bring structure to all commercial scheduling & meeting complexity for enterprises.
Partner booking application
The PBA, is a very powerful asset at your disposal when you have one or more commercial partners structurally generating leads for your commercial network. It allows partners to generate leads and book appointments through a partner-branded interface where each partner agent is authenticated and has acces to a specific set of rules for that partner channel.
Streamline the process of getting your consumers connected during a tailored customer journey. Start the Skedify website plug-in for a specific lead segment with pre-defined subjects and meeting types.
“Listings” is a particularly powerful feature for companies that offer listings (jobs, properties, projects, ...) with different scheduling rules (subject, office, dedicated agent, meeting type) per listing. This allows for a more efficient, streamlined and personalised customer journey.
Define different meeting outcomes that can automatically trigger actions in your other systems (CRM, CMS, ATS,...) to streamline your customer journey.
Q&A and customer fields
Capture extra information needed from the customer during the appointment booking process, specifically defined per subject. This can be done in Q&A form or other elements such as radio buttons, checkboxes, etc.
We offer real-time insights into all commercial scheduling & meeting related activities so you can further build your organisation. Whether looking at company or branch level, our dashboards make analysis and optimisation easy.
Basic insights on company & branch level
Optimise the day-to-day processes of your agents/branches/networks by getting deeper insights into all scheduling activities.
Gain full insights into the customer booking journey and optimize each step of the process to schedule more appointments.
Understand how your customers' and leads' interest is converted (or not) so you can spend your marketing budget where it triggers your customers & prospects into action.
Get insights into defined availability for your advisors and subjects and compare these against real availability offered to customers.