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What is Calendly?
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Overall experience with Calendly
“Calendly Enhances Lead Allocation Accuracy and Reduces Sales Team Frustrations”
“Calendly Eases Client Scheduling But Faces Integration and Update Difficulties”
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Company Description
Calendly is a scheduling automation platform that helps individuals, teams, and organizations simplify the process of booking meetings. Users set availability preferences and share personalized links, allowing invitees to schedule at a time that works for everyone. Calendly offers features such as calendar syncing, automated reminders, time zone detection, and support for one-on-one, group, and team-based scheduling. It integrates with tools like Google Calendar, Outlook, Zoom, Microsoft Teams, Salesforce, and HubSpot. Calendly also provides administrative controls, workflow automation, and security features including SSO, SCIM, and audit logs, supporting companies of all sizes.
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Calendly Likes & Dislikes
In comparison to standard CRM functionality, Calendly offers a wider range of routing features that enable for more sophisticated lead allocation scenarios to be supported. Where it really makes a difference for us is that prior Contact ownership can be taken into account the moment a new form is submitted by the visitor, which helps us to minimize the possibility of ownership overlaps that usually waste precious time and create frustration between reps. In like manner, the integration with HubSpot CRM is pretty smooth and easy to set up. From the moment that the integration is activated, it is also very simple to import your HubSpot forms into Calendly, which is also a competitive advantage we had found when comparing it to another solution.
The ability to send a link out to allow clients to easily schedule a time that works for them without going through the stress of back and forth scheduling emails.
Personally, Calendly has significantly cut down on the back and forth of scheduling. Rather than matching calendars or sending a dozen emails back and forth to match availability; I can just send a link, and my clients can pick a slot. To add to this, I can easily integrate it with my Google and Microsoft calendars that I have on my other devices other than my phone's - and it even works with Apple calendar too. When I first used this way back in the quarantine era, its looks are what struck me the most. The user interface looks so clean, sleek and professional. It's almost as if it would indirectly say to the client when they pick a slot: Hey look at me, I'm trustworthy. Well, that's what my first impression of Calendly was like!
Not necessarily a drawback, but I would advise all admins to be really careful when setting things up initially and spend some extra time to make sure that Calendly's functions will not overlap with any existing CRM automations/workflows. It's certainly something we overlooked in the beginning. Because Calendly does the allocation in its own environment first, when Contacts then enter the CRM, existing workflows can also kick in and create a dreadful mess! Other than that, there have been a couple of times when we hit a bottleneck with some features that weren't supported (e.g. sharing a meeting link to a group of people that allows each person to book time on different dates/times) but I wouldn't say there have been any serious blockers so far.
- Lack of ability to accurately sync to Google calendar (in the event of PTO, vacation, or other blocks) - Often feels as if there should be a daily meeting cap. - Along with syncing challenges, I think that Calendly often feels like it is a completely separate tool that needs to be updated accordingly when I think it should feel more like a backend/invisible software. Having to go to the Calendly site for any updates is cumbersome.
I would say that if you are just starting out and are on the free version, it might be limiting to use this product since you are only restricted to one event type, and you will not be able to offer varied appointment lengths. To add to this, I would say that the profile picture, the color pallet choices, and the logo is a nice touch but if you want a deeper branding and you want to appeal more to your clients, you will need to go for a higher tier paid plan.
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Calendly Reviews and Ratings
- SALES OPERATIONS ANALYST<50M USDSoftwareReview Source
Calendly Enhances Lead Allocation Accuracy and Reduces Sales Team Frustrations
We implemented Calendly for our B2B SaaS sales team (10+ people) as a way to improve the allocation of inbound meeting requests from our website. Before that we fully rely on the functionality offered by our CRM platform (forms and workflows) to handle the routing internally. After using Calendly for more than 1 year now, I can confidently say that it has been pretty successful in its mission to upgrade this experience both from a sales user but also from an admin perspective and it has significantly improved the accuracy of lead allocation to sales reps. At the same time, it works very well for our visitors as well, reducing the threshold for booking time slots straight into our sales reps' calendars. - Customer Service & Support Associate50M-1B USDHealthcare and BiotechReview Source
Calendly: A Must Have Tool For a Streamlined & Stress-Free Scheduling
It has been a wonderful experience with Calendly! This tool is revolutionizing scheduling for me and making it simple and effective. I would go to the extent as to say that this is a must have tool for anyone working digitally, particularly if you work around scheduling like a virtual assistant or secretary. - MARKETING & SALES COORDINATOR<50M USDServices (non-Government)Review Source
Efficient Automation and Calendar Sync Offset by Feature Restrictions on Basic Plans
Calendly earns 4/5 stars because it masterfully eliminates scheduling friction; the seamless calendar integration, easy link sharing and auto time zone detection are outstanding. What holds it back from 5 stars is the limited advanced customization on basic plans and the need for workarounds to connect with some of my necessary, though probably less popular, business software. - PRODUCT SUPPORT SPECIALIST<50M USDTransportationReview Source
Calendly saves you time, and allows customers to have more control
I find Calendly easy to use and easy to adjust the dates and times available. It also allows the customer to choose a date and time that works for them, saving me time on the phone trying to find a date and time that works for both of us. Calendly seamlessly syncs with my Outlook email calendar and my Zoom calendar, which eliminates double bookings. It is very easy to send a link in an email that the customer can access. - BUSINESS DEVELOPMENT ASSOCIATE<50M USDSoftwareReview Source
Managing Work Schedules and Meetings Efficiently Across Multiple Professional Roles
Mi experience with Calendly has been excellent, I've used it both as an entrepreneur/freelancer and now within my company , to organize demos, client meetings and internal syncs. It has completely changed how I manage my time, i can set clear availability avoid meeting overlaps, and consistent across different roles. The platform is intuitive, flexible, and saves a lot of back and forth emails when shceduling meetings.


