HubSpot Sales Hub

Online Booking and Real-Time Availability

Displays available appointment times based on current schedules and booking rules. Allows clients to book online and updates availability following bookings

Calendar Integration

Syncs updates across all calendar applications such as Office 365, Google Cal or iCal.

Booking Pages and Scheduling Links

Creates shareable booking pages and reusable or one-time scheduling links that can be distributed through websites, email, social media or QR codes

Analytics and Reporting

Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Automated Notifications

Automatic push notifications sent to clients via email for confirmations, cancellations, reminders or rescheduling.

Payment Processing

Offers credit card processing, debit card processing, and payment verification at the time of booking.

Customizable Branding

Customizes booking pages, forms and appointment communications with logos, colors, wording, domains and optional white-label branding

3rd Party Integration

Provides Integration with third party applications to CRM, email, communication platforms etc. to standardize scheduling workflows across multiple systems.

Availability Preferences

Configures working hours, time off, date-specific availability, locations, buffers, minimum notice, booking windows, appointment limits and scheduling frequency

Mobile

Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.