Meetzy

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    Boost your speed-to-lead with smart lead routing and pipeline automations

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    Nothing can kill a sale faster than putting a lead on a call with the wrong person. (“Sorry, sir. This is a Wendy’s.”)

    To get the most out of your CRM, you need a way to organize all your leads and push them through your sales funnel.

    Imagine if there was a HubSpot and Salesforce booking solution that could automate your lead routing and connect your most qualified leads with the right rep in a snap.

    Close the deal with Meetzy.

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    TL;DR

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    Spread leads to your team evenly or funnel them toward high performers with just one click
    Add lead routing functionality to HubSpot and Salesforce to increase your speed-to-lead

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    Overview

    Meetzy helps sales teams qualify, route, and book meetings between inbound leads and the right sales reps at scale.

    In just a few clicks, Meetzy lets you link your Hubspot or Salesforce CRM to set up faster lead routing to your team.

    This platform can automatically pull all the lead forms from your CRM so you don’t have to recreate them from scratch.

    Plus, it can pull in team members registered on your CRM, giving you everything on hand to convert your leads fast.

    Forms

    Boost your speed-to-lead with intelligent lead routing.

    Meetzy makes it easy to set up routing rules based on form answers so you can prioritize your most qualified leads.

    You’ll be able to assign any qualified lead to multiple reps by choosing team members from the drop-down menu.

    Use round-robin or CRM performance so you can spread leads evenly or funnel leads toward your top closers.

    Routing

    Identify and prioritize qualified leads based on how they fill out your forms.

    You can direct qualified leads to a booking page on your website, where they can schedule a call with your chosen reps.

    Meetzy can also redirect unqualified leads to a custom message that removes them from your sales funnel.

    Since you’ll only be scheduling sales calls with qualified leads, your team will be able to massively boost your speed-to-lead times and conversion rate.

    Booking

    Qualified leads are taken directly to a booking page to schedule a meeting.

    Best of all, you can integrate Meetzy through your site header or Google Tag Manager, enabling powerful routing features across your website.

    You’ll be able to view metrics like visitors, leads, bookings, and average conversion rates right from your dashboard.

    And since you can spot and troubleshoot any setup issues, you don’t have to worry about losing sales to a human error.

    Dashboard

    Get a bird’s eye view of your performance from the main dashboard.

    With smart lead routing, your next quarter is about to be off the charts. (“Literally, the graph can’t fit on the whiteboard.”)

    Meetzy helps you take your Hubspot or Salesforce CRM to the next level, letting you put high-quality leads in front of the right sales rep every time.

    Close more leads in record time.

    Get lifetime access to Meetzy today!

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