Sales scheduling software that books demos before leads go cold
The longer a lead waits to book a demo, the less likely they are to follow through. Caletus is sales scheduling software that lets prospects book from your website, then shares demos fairly across your reps. Nobody has to hand out leads by hand.
- 30 minutes
- Video call
What sales teams need, and what Caletus does.
- 01You need
Demos booked from your site
Let interested visitors book a demo straight from your website, without waiting for a reply.Caletus doesBooking on your websiteEmbed the booking page inline or as a pop-up, with the visitor's name and email filled in. - 02You need
Fair lead distribution
Share new demos evenly across reps, or give some reps a bigger share.Caletus doesWeighted round robinEach demo goes to the next rep who's free, and you can weight the share toward certain reps. - 03You need
CRM records without the typing
Get each booked demo into your CRM without anyone copying details across.Caletus doesHubSpot loggingEach booking creates or updates the HubSpot contact and logs the meeting, including reschedules and cancellations.
Sales scheduling software: what you get.
- Weighted round robin meetings
- HubSpot contact and meeting logging
- Inline and pop-up booking embeds
- Slack alerts for new demos
- Example meeting
- 30 minutes
- Guests need an account
- No
Setup tips for sales teams.
A few details that make this setup work the way it should.
- 01
Connect work calendars
Ask every rep to connect their main work calendar, so round robin only offers times when they're actually free. - 02
What goes to HubSpot
Caletus creates or updates the contact and logs the meeting. AI meeting notes stay in Caletus and aren't sent to HubSpot.
More on scheduling for sales teams.
Helpful pages for sales teams
- FeatureRound robin schedulingHow Caletus decides which rep gets the next meeting, and how weighting works.
- FeatureWorkflows and CRM updatesHow Caletus logs booked demos in HubSpot and sends webhooks.
- DemoBook a sales walkthroughTalk through how your reps share demos with someone from the Caletus team.
Scheduling for other teams
- Recruiting & HRBook screening calls, hiring manager interviews and panel interviews without the email back-and-forth.
- Customer SuccessBook onboarding calls, QBRs and quick support calls with the CSM who knows the account.
- ConsultantsSell strategy calls, take payment through Stripe and keep your focus time protected.
Scheduling FAQs for sales teams.
Straight answers about setting up Caletus for sales teams and running it day to day.
Talk it through with our teamYes, as long as the time off is on their calendar. Caletus's round robin checks each rep's connected calendar before it offers a time. If a rep is busy, for example with an all-day out-of-office event, Caletus gives the demo to another rep who's free.
The simplest fix is to block the day on the rep's calendar, so round robin stops offering them. For demos already booked, the meeting can be rescheduled in the Caletus app, and Caletus emails the prospect the new details. Guests can't reschedule from their confirmation email.
A round robin meeting is one that's assigned automatically to the next person on a rotating team, so bookings are shared fairly. In Caletus, a prospect picks a time on one team link, and round robin gives the demo to whichever rep is next in line and free at that time.
Set up Caletus for your sales team.
Start free, connect your calendar, and use this playbook as your starting point. No credit card required.
- No credit card required
- Two-way calendar sync
- Set up in under 2 minutes