Feature
Booking & Scheduling
Share booking links, sync calendars two ways, and let the Scheduler agent own your calendar — routing, reminders, and zero double-bookings.
Meetings on autopilot.
Meeting Notes
AI transcription, summaries & action items
Everything in Booking & Scheduling, in one place.
No add-ons, no upgrade walls. These come standard — sharing the same records, automations, and agents as the rest of your CRM.
Personal & team links
Two-way calendar sync
Round-robin routing
Automated reminders
Buffer & limits
Zoom & Meet links
Live in a day. Working for you on day one.
Connect in minutes
Turn it on from your workspace, sync the tools you already use, and your data lands clean and structured — no implementation project.
Let the agents work
Karrie and the specialist agents pick up the busywork automatically — drafting, routing, and scoring around the clock with a full audit trail.
Ship outcomes faster
Your team focuses on the work only humans should do. Everything else runs on autopilot, with humans in the loop wherever it matters.
Booking & Scheduling plugs into the tools you already run.
With 80+ native integrations — Gmail, Outlook, Stripe, Twilio, Slack, Zoom, QuickBooks, WhatsApp, Zapier, and n8n — your data syncs two ways and stays in sync. No middleware, no custom code.
Browse all integrationsEvery action an agent takes inside Booking & Scheduling is logged with a full audit trail, and sensitive steps wait for human approval — so you stay in control as automation scales.
Questions about Booking & Scheduling
Share booking links, sync calendars two ways, and let the Scheduler agent own your calendar — routing, reminders, and zero double-bookings.
Pairs well with the rest of the platform.
Put Booking & Scheduling to work.
Start your 7-day free trial. No credit card. Karrie starts scoring leads in minutes.