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Feature
Essentials
Advanced
Routing
Routing Log
Every assignment keeps its reason: the rules that matched, the ones that did not, the rep chosen and what happened next.
Round robin and custom rules
Hand out leads in turn, or by rules you write.
Rep weights
Give each rep a share of meetings, such as 2:1 for a senior rep, so new hires ramp up gradually.
Domain matching
Sends a lead to the rep who already owns that company's account.
Fuzzy matching
Catches near-identical company names, so owned accounts still reach their owner.
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Lookup-field matching
Matches through fields on related CRM records.
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Matching on any CRM property
Route on any field in your CRM, including custom fields.
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Custom lists
Send named-account or partner lists to the owners you choose.
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Balanced round robin
Keeps meeting counts even across reps over time.
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Collective round robin
Meetings that need several reps, offered only when all of them are free.
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Fallback redistribution
Leads who fill in your form but do not book are handed to a new owner, such as an SDR, to follow up.
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Spam prevention
Rejects invalid, disposable and spam-trap emails before the calendar loads.
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Add-on
Native enrichment
Company data from a Clearbit, Apollo, ZoomInfo, Crustdata and Ocean.io waterfall. Route on any field it returns.
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Add-on
Meeting categories and limits
Cap how many meetings of a type each rep gets a day, week or month.
Vacation management
Company holidays and time off. Round robin credits adjust so nobody loses a turn.
Nominees
Pick a backup rep for each user. While a rep is away, meetings book on the nominee's calendar, and the original rep keeps CRM ownership and round-robin credit.
Scheduling
Scheduling on web forms
The right rep's calendar opens as soon as the form is submitted.
In-app scheduling
Signed-in users book from inside your product.
Booking links for every user
Each user gets their own link to share.
Qualification on form answers
Only leads that meet your criteria see a calendar.
Qualification on enriched values
Qualify on company size, location and other enriched fields. Needs the native enrichment add-on.
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Add-on
Magic links for email campaigns
One-click links in your emails that book the prospect with the right rep.
Campaign Router
One-click booking from your email campaigns. The prospect’s name and email come from your CRM, and your rules pick the rep.
Booking page layouts
Add a visual to introduce the meeting, show the rep's social profiles and your logo, and control how links preview in Slack and on social.
Multi-language scheduler
The calendar opens in the prospect's browser language, in 31 languages, and they can switch it themselves. You can also set a default language for each page.
Meeting type set by your rules
Each lead gets the meeting type your rules choose.
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Guests added by your rules
Extra people join the invite when your rules call for them.
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Group meeting links
One link that books a meeting with several people.
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Advanced scheduling windows
Set when each meeting type can be booked.
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Custom code on booking pages
Add your own code to booking pages, such as analytics tags.
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Post-booking forms
Ask extra questions after the prospect picks a time and send the answers to your CRM. On inbound routers.
Personal booking pages
One page per rep that lists all of their meeting links.
Meeting links managed in one place
Admins see and manage every rep's links.
Embedded slots in emails
Put open times in an email so the prospect books in one click.
Custom fields on the booking form
Collect the details you need when the meeting is booked.
Chrome extension
Book from Gmail, Outlook, Gong, HubSpot, Salesforce and the other tools reps already use.
Exceptions
Block off or add hours on specific dates without changing anyone's regular working hours.
Event scheduling
Meeting types for a conference or event, open only on the event's dates, with a QR code prospects scan to book.
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Analytics
Conversion reports
Form fills in, qualified, disqualified and booked, with the drop-off between each step.
Distribution report
How meetings spread across reps against the ratio you set, with the outcome of each.
Meeting log
Every booking keeps its history: where it came from, the reminders sent, and every change, with who made it and when.
Automation and integrations
Meeting reminders
Several reminders before each booked meeting.
Workflows
Actions that run when a meeting is booked, rescheduled, canceled or missed, such as a follow-up after the meeting.
Native integrations
HubSpot, Salesforce, Zoho, Freshsales, Slack and Attio.
Switch your live CRM connection yourself
Keep more than one connection to the same CRM, such as a sandbox and production, and choose which one is live. Your mappings and routing rules move with it. One connection is live at a time.
Meeting outcomes written back to your CRM
Assignee, meeting type, no-shows, cancellations and reschedule links logged on the record, without double-logging.
Owner updates in your CRM
The owner field in your CRM updates when a meeting is assigned.
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Contact and lead creation
A new person who books is created as a contact or lead in your CRM.
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Webhooks
Send meeting data to your warehouse or any other system.
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Brand and security
Custom domain in notifications
Confirmations and reminders sent from your domain.
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Complete white-labeling
Your brand on every booking page and notification, with no RevenueHero branding.
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Custom domain for booking pages
Booking pages on your own domain.
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Okta SSO
Your team signs in through Okta.
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Plan basics
Seat minimum
A team of three reps pays for three seats.
None
None
Form submissions and meetings
No caps and no overage charges.
Unlimited
Unlimited
Admin seats
Admins build routers and read reports without a seat.
Free
Free
Guided onboarding and implementation
We set it up with you.
Support
A person on Slack Connect, with a reply within 24 hours.
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