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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

ZoomInfo Sales

ZoomInfo Sales

ZoomInfo
Apptoto

Apptoto

Go-Cort

Categories

Categories

Integrations

Adobe Marketo Engage
CallHippo
Cisco Webex
ClickSend
Copper
Drift
HoneyBook
Intercom
Kit
MailerLite
Manychat
Microsoft Exchange
Nimble
Omnisend
Redtail CRM
Salesforce Marketing Cloud Account Engagement
Sendoso
Todoist
VideoAsk
Zoom

Integrations

Adobe Marketo Engage
CallHippo
Cisco Webex
ClickSend
Copper
Drift
HoneyBook
Intercom
Kit
MailerLite
Manychat
Microsoft Exchange
Nimble
Omnisend
Redtail CRM
Salesforce Marketing Cloud Account Engagement
Sendoso
Todoist
VideoAsk
Zoom
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