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About

Convert more prospects, book more meetings, and generate more revenue. Reduce time to close, shorten your sales cycle, and gain valuable hours back for your team. Eliminate manual tasks, automate follow-ups, decrease no-shows, all while working seamlessly with your existing CRM. Eliminate manual tasks, automate follow-ups, decrease no-shows, all while working seamlessly with your existing CRM. Distribute meetings to the right rep every time, regardless of your organization’s complexity. AppointmentCore automatically records meetings, appointment changes, or disposition data, and more, right into Salesforce or your CRM of choice. Ensure that your best inbound leads turn into sales meetings with automations and scheduling tools that integrate with any web form. Smart routing tools and custom CRM rules allow you to automatically route leads to the best-fit reps and coordinate across calendars.

About

Spend less time prospecting and win more of your best-fit clients. Powerful insights to highlight your best leads. Understand your funnel with clarity and prioritize relevant leads that match your best-fit clients. The right approach at the right time. Target your leads with personalized engagement instead of generic outreach that doesn't resonate. Use your time wisely, confidently engage with your best opportunities and pursue the leads that can make the biggest difference to your practice. In addition to lead conversion insight, Catchlight is fueled by information about how individual leads and clients interact with a variety of engagement models and products. Catchlight is based on a rich data foundation, with a data set of over 80,000 lead conversions and growing, Catchlight's predictive engine is based on analysis of real-world outcomes from advice professionals. Lead optimization built for financial advisors.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in need of a cloud-based scheduling platform to streamline sales and fulfillment processes

Audience

Financial advisors searching for an AI solution designed to strategically grow their practice

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$8 per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AppointmentCore
get.appointmentcore.com

Company Information

Catchlight
United States
catchlight.ai/

Alternatives

Alternatives

Apptoto

Apptoto

Go-Cort
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo
Ripcord

Ripcord

Ripcord.io

Categories

Categories

Integrations

AWeber
ActiveCampaign
Autopilot
Clearbit
Dropbox
Formstack
Freshsales
Google Sheets
HoneyBook
Kit
Manychat
Microsoft 365
Nimble
Ontraport
PayPal
Salesforce Marketing Cloud Account Engagement
VideoAsk
Zapier
Zoho RPA
join.me

Integrations

AWeber
ActiveCampaign
Autopilot
Clearbit
Dropbox
Formstack
Freshsales
Google Sheets
HoneyBook
Kit
Manychat
Microsoft 365
Nimble
Ontraport
PayPal
Salesforce Marketing Cloud Account Engagement
VideoAsk
Zapier
Zoho RPA
join.me
Claim AppointmentCore and update features and information
Claim AppointmentCore and update features and information
Claim Catchlight and update features and information
Claim Catchlight and update features and information