The consult is booked before the lead goes cold
A routing form qualifies the request, rotation hands it to the right rep, and a deposit turns a maybe into a meeting on the calendar.
three moments you stop doing by hand
Real screens, built from the product’s own tokens, doing the things this work used to do over email.
- routed by rule
- deposit at booking
- booked in the chat
routing form
Company size: 50 to 200
Timeline: this quarter
Budget: over threshold
routed to Sam · enterprise
Strategy session · 60 min
Deposit due now$50.00
Balance at meeting$100.00
Pay $50.00Secured by Stripe · Apple Pay ready
tyne & mag
Tuesday 10:00 is open. Shall I book it?
yes please
booked · confirmation sent
before
Discovery calls booked with the wrong rep
A maybe on the calendar
CRM updated on Friday from memory
with cadence
Qualified first, routed by rule
A deposit that turns a maybe into a meeting
Deal notes synced as they happen
what matters here
Four of the ten systems do the heavy lifting for this kind of work. Each has its own page.
four beats, left to right
One booking for this work, from the link to the follow-up.
The form asks three questions
Company size, timeline, budget. Conditions show only what matters.
First matching rule wins
The request lands on the right rep's calendar, already qualified.
The reminder carries the join link
One hour before, on the channel they read.
The follow-up is automatic
A recap, a next step, a rebooking nudge.
three straight answers
the rest of the faqCan clients pick a service, provider, or time themselves?
Yes. Each service has its own page, availability, intake, and rules, and routing forms send clients to the right service when they are not sure which one they need.
What does it integrate with?
Native Google Calendar, Microsoft, Zoom, Webex, Slack, and HubSpot. Zapier and n8n connect through webhooks and API keys, there is a full REST API, and an MCP server lets AI assistants book on your behalf.
What about deposits vs full payment?
Set it per service: free, full payment up front, or a deposit now with the balance settled at the meeting. Each cadence type carries its own price and currency, and its own cancellation and reschedule policy.
Stop asking the same three questions on every first call.
Free to start, no card asked. Your brand from the first booking.