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Make Scheduling with Your Customers easier

Online Meeting Scheduler

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Nutshell Scheduler, our handy online meeting scheduler tool, keeps your team on top of upcoming meetings and appointments so you can better manage relationships with prospects. Create custom, branded meeting pages for all your important appointments, giving your customers and prospects a better scheduling experience.

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How can you access Nutshell Scheduler?

Nutshell Scheduler (lite version) is available on Nutshell’s Sales Pro plan. Scheduler’s full capabilities (custom domains, round-robin, custom meeting URLs, private meetings, company logo & avatar uploads, and no Nutshell branding) are available on our Sales Business plan and above.

Streamline online meeting and appointment scheduling

With Nutshell’s online meeting scheduler, you can easily plan, collect, and manage bookings with your team and your prospects, all without leaving Nutshell. Know exactly when you’re available at a glance to avoid double-booking and manage all your appointments, whether in the office or on the road.

Create unique links to Zoom, Google Meet, and Microsoft Teams meetings, share them through email or on your website, and watch the appointments roll in!

Image showing an online meeting scheduler calendar with Google Meet, Zoom, and Microsoft Teams logos

Screenshot showing Nutshell's meeting scheduling tool with meeting detail configuration settings

Configure meetings to you and your attendees’ exact needs

Customize each meeting in your online calendar, whether it’s a client one-on-one or team huddle, with all the information you need right from your CRM using Nutshell’s online meeting scheduler. 

Add a description, location, duration, booking confirmation message, and more! Plus, give attendees the option to invite additional people—so you can get your message out to everyone who needs to hear it!

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Try Nutshell free for 14 days or let us show you around before you dive in.

Create personalized, brand-centric meeting pages

Make your main and individual meeting pages look more professional with your company logo, Nutshell avatar, and a custom meeting page link. Personalize your URL with your name or something distinctive, and host your meeting pages from your company’s custom domain for greater brand recognition and a consistent experience.

Example of a customizable Nutshell Scheduler meeting page with company branding and team member avatar

Nutshell's meeting scheduler calendar interface, showing the ability to add a form with custom fields and easily add contact information to your CRM

Attach forms to collect information and insights about your attendees

Use Nutshell’s native web form builder to include custom forms in your meeting scheduler link. This way, you can gather information about meeting attendees and automatically add a new person, company, or lead to Nutshell with each submission.

Add custom form fields to gather additional insights about your audience that help you create more targeted campaigns and personalize your sales process.

Never miss a meeting with automated meeting reminder emails

Scheduler helps you stay on top of your upcoming meetings, so you’re always on time. Nutshell will handle sending booking confirmation emails for you, complete with all the details and the option to reschedule or cancel—so everyone can stay flexible.

Nutshell Scheduler in-app screenshot showing the interface for setting up reminders, and other essential meeting information

#1 Next-Action CRM for Scheduling & Managing Meetings

Seamlessly schedule & organize meetings with the best next-action sales & marketing CRM!

Plan, schedule, and manage meetings with ease

Scheduling and managing meetings has never been easier with Nutshell’s CRM meeting scheduling tool. Want to see our scheduling software in action? Take a look at this detailed walkthrough showing you how easy it is to set up and use Nutshell Scheduler.

Get an inside look at Nutshell Scheduler

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Register for a product tour!

Have a question? Need to see more? Register for a free 30-minute Nutshell demo and product tour with one of our team members to determine if Nutshell is a match for your business.

CRM features that boost your sales effectiveness

Sales Automation

Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.

Pipeline Management

Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.

Reporting & Analytics

Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.

Email Automation

Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM

Artificial Intelligence

Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.

Meeting Scheduler

Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.

Quotes

Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.

Team Collaboration

Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.

Contact Management

Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.

Prospecting

Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.

Website Visitor Identification

Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.

Contact Enrichment

Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.

Lead Attribution

With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.

Free Customer Support

Connect with our world-class support team to get fast, friendly, and free support when needed.

Email and Calendar sync

Easily sync your email and calendar with Nutshell to make your CRM work where you do.

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Security

We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.

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See Nutshell’s Marketing Features

Find out more about Nutshell’s extensive range of Marketing Suite features

See Nutshell’s Engagement Features

Learn more about Nutshell’s industry-leading Engagement Suite features

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See all of Nutshell’s features

Discover the broad spectrum of features and tools available to Nutshell customers

Automated online meeting scheduler FAQs

  • 1. What is a CRM meeting scheduling tool?

    CRM meeting scheduling tools, or CRM appointment scheduling software, give businesses the features needed to set up and manage meetings from within their CRM systems through a professional-looking interface.

    Users can share their calendars for flexible appointment-making with leads, prospects, and customers. They can also use these scheduling tools to set up meetings with colleagues and team members.

    CRM meeting scheduling software automates booking confirmations and reminders and often gives you the option to include a form with custom fields so you can gather information about meeting attendees before your get-together.

  • 2. What CRM scheduling features should service providers look for?

    Looking for the best meeting scheduling tool that pairs well with your CRM? These are the key features you should consider:

    • Integrate with your Google, Outlook, or other calendar
    • Display, track, update, and manage your availability
    • Allow attendees to book, reschedule, or cancel appointments online
    • Send automated reminders and notifications
    • Add your company branding to the scheduling interface
    • Create custom links to share your meeting scheduler calendar
  • 3. How do I determine the best scheduling software for a small business?

    To select the best meeting scheduler for your small business, take the following factors into consideration:

    • Team size: Some scheduling tools charge per user, so crunch the numbers based on how many team members you have that need access to meeting scheduling capabilities.
    • Features: Make sure your chosen appointment booking software has all the features you and your team need. For example, if you run regular online events but can’t embed the scheduler on your website or in a landing page, it’s probably not the best fit for you.
    • Customizability: If the scheduling tool allows you to customize your meeting page and individual meeting URLs, host your scheduler on your company domain, add branding, avatars, and more, then chances are it’s a great choice for most businesses.
    • Scalability: Can you increase the scope of the scheduling tool’s capabilities as your business expands? Look for scheduling software that lets you start off small with limited features and upgrade as your company and team grow.
    • Price: Consider what your business can afford at this stage and pick a scheduler that combines affordability with value so you get the best possible features for your budget.

Need a user-friendly CRM to boost sales and team efficiency?

Take our guided tour to explore Nutshell’s incredible features!

It’s easy to use and includes email marketing and a scheduler for customers to book meetings (integrated to Gmail/Calendar). I use [Nutshell] daily, and the customer support is outstanding and friendly 🙂

Magnus S. – Ada Beat

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