Mortgage Tech Talks

E10: Product Deep Dive: Calendar Booking


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Calendar booking tools streamline the meeting scheduling process by replacing back-and-forth emails with a single link for clients or colleagues to book a time directly in your calendar.

Every Calendar booking tool should be able to integrate with your calendar, and ensure accurate availability. Support for group bookings and integration with video conferencing tools are "nice-to-have" features that can differentiate products.

Calendly:

Market leader with top-notch integrations. High reliability but comes at a higher price.

HubSpot:

Integrates with GSuite and O365 Simple but may have limitations. Free for HubSpot users.

Zoho Bookings:

Zoho's tool with full integration within the Zoho ecosystem. Integrates with GSuite and O365, but reliability may be a concern. Free for Zoho CRM users.

If you're using Zoho or HubSpot use their booking tool. It'll save you money and reliability is generally good within the same ecosystem. In all other cases, Calendly stands out with top-notch integrations, reliability, and efficiency. It's well-worth the higher cost.

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Mortgage Tech TalksBy Tom Hall


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