Agencies And Service Businesses
Free your team from the repetitive admin that kills productivity. Calandr automates your entire client workflow—from booking and intake to payments and follow-ups—so you can focus on scaling your agency.
Round-Robin Assignment
New Discovery Call assigned to Sales Team
Automated Intake Form
Onboarding questionnaire sent to new lead
Workflow Triggered
New deal created in HubSpot CRM
How It Works
Create Your Meeting Types
Set up your "Discovery Calls," "Strategy Sessions," and "Project Kickoffs," and assign them to the right teams or individuals.
Meeting Types
Discovery Call
Strategy Session
Automated Workflow
Client Books Call
Trigger
Actions
Automate Your Onboarding
Build workflows that automatically send intake forms and meeting reminders when a client books a call.
Let Leads Book Instantly
Embed your team calendars on your website. Leads can see real-time availability and book a call with the right person, instantly.
Book a Discovery Call
Select a time that works for you.
Sync Your Tools
+ More
Sync Data Across Your Tools
Use webhooks to automatically send new client data to your CRM and project management software.
Core Features
Workflows Module
Automate every action related to your appointments and build business processes by using Workflows.
Advanced Team Scheduling
Manage complex staff rotas, breaks, and holidays in one place, eliminating double bookings.
Custom Forms
Request more information from your customers by adding custom forms to your booking process.
Deposit Payments
Request up-front payments to secure against unexpected occasions and no-shows.
Webhook Action
Pass data from Calandr to an external service or application by using the Webhooks Add-on.
Connecting With the Tools That Run Your Agency
Calandr works seamlessly with the platforms your team relies on every day.
Plus connect to more tools via webhooks
Frequently Asked Questions
Can I assign meetings to a specific team instead of one person?
Yes. You can set up round-robin scheduling that automatically distributes meetings across any group of team members, like your sales or support team.
How powerful are the workflows? What can they do?
You can trigger actions before or after a meeting. This includes sending emails, SMS reminders, intake forms, and—with webhooks—sending data to almost any other application you use.
Can this connect to our CRM?
Yes. Using our webhooks feature, you can send booking and client information directly to CRMs like HubSpot, Salesforce, and more, creating new contacts or updating deals automatically.
Can our clients see who they are meeting with?
Absolutely. The booking page and confirmations will clearly show the team member they are scheduled with, along with their name and title.