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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$8 per user per month
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

AppointmentCore
get.appointmentcore.com

Company Information

Catchlight
United States
catchlight.ai/

Alternatives

Alternatives

ZoomInfo Sales

ZoomInfo Sales

ZoomInfo
Apptoto

Apptoto

Go-Cort

Categories

Categories

Lead Management Supported

Integrations

ActiveCampaign Supported
Clearbit Supported
Constant Contact Supported
Google Calendar Supported
Google Meet Supported
Google Sheets Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Intercom Supported
Klaviyo Supported
Microsoft Outlook Supported
Microsoft Teams Supported
Nimble Supported
Omnisend Supported
Ontraport Supported
PersistIQ Supported
Salesforce Supported
Twilio Supported
Zoho CRM Supported
Zoom Supported

Integrations

ActiveCampaign Not Supported
Clearbit Not Supported
Constant Contact Not Supported
Google Calendar Not Supported
Google Meet Not Supported
Google Sheets Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Intercom Not Supported
Klaviyo Not Supported
Microsoft Outlook Not Supported
Microsoft Teams Not Supported
Nimble Not Supported
Omnisend Not Supported
Ontraport Not Supported
PersistIQ Not Supported
Salesforce Not Supported
Twilio Not Supported
Zoho CRM Not Supported
Zoom Not Supported
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