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BookIt

Streamline scheduling across
the customer journey

Ensure buyers meet with the right people at the right time, and accelerate buying decisions with BookIt’s flexible, no-code, intelligent scheduling solutions.

BookIt For Forms BookIt Handoff BookIt Links

Electrify your pipeline

Instantly qualify, assign, and schedule the right meetings with the right people, every time.

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1,000+

World-class customers

5k+

Game changers in the LeanData community

10+

Years of continuous innovation

Explore Our Products

BOOKIT FOR FORMS

Meet with inbound
prospects faster

Instantly book qualified meetings directly from your webforms and chatbots.

  • Automate scheduling across inbound channels
  • Expertly qualify and match each prospect with the right rep, instantly, leveraging CRM data
  • Improve marketing and sales alignment with visibility into every scheduling outcome

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BOOKIT HANDOFF

Precise handoffs,
every time

Efficiently schedule follow-ups with the right specialists directly from Salesforce.

  • Schedule from within Lead, Contact, Account, Opportunity, and Case records
  • Suggest the right rep(s) to book with based on your unique business logic
  • Deliver compelling experiences that accelerate deal cycles and improve productivity

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BOOKIT LINKS

Schedule from where
you prospect

Accelerate scheduling with personalized scheduling links.

  • Share booking links across channels 
  • Streamline scheduling for teams
  • Customize personal booking experiences 

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Customer story highlights

Rebuy

Rebuy Scales Revenue Operations with the LeanData Platform

Rebuy uses LeanData Orchestration and BookIt to optimize lead management and meeting scheduling, creating efficiencies across sales, success and operations.

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8 hrs/ week Saved by each BDR
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Rebuy

Bitrise Revs Up Lead Routing and Meeting Scheduling with LeanData

A geographically dispersed operations team at Bitrise struggled to manage lead routing and scheduling in two different platforms. LeanData’s user-friendly interface and centralized platform offered a clear solution.

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54% Conversion rate for meetings booked through BookIt for Forms
1 hour SLA implemented for webform conversions
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Remote

Global Workforce Management Leader Powers Revenue Process Transformation with LeanData

As Remote migrated from Hubspot to Salesforce, Molly Young knew that LeanData would be critical to execute their evolving go-to-market strategies.

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80% Attendance rate for meetings booked through BookIt for Forms
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UserGems

UserGems Implements LeanData and Integrations to Drive ABX Strategy

UserGems saves 10 to 20 hours a week that was formerly spent troubleshooting routing issues, writing custom Apex code or creating their own solution with standard Salesforce functionality. 

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20 hours per week saved by RevOps
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Lattice

Lattice Increases Speed to Lead by 50% by Leveraging the Full LeanData Platform

Lattice found that using multiple SaaS tools to manage lead lifecycle processes resulted in slow response times and unnecessary complexity. As a result, Lattice switched from Chili Piper to LeanData BookIt meeting scheduling as well as added greater functionality from the LeanData platform.

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50% Increase in speed to lead
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Connect signals to relevant data

Unlock complete context around every buyer signal that enters Salesforce with AI, enabling revenue teams to engage with confidence.

95% accuracy on every match, for any object
50% increase in signals matched to accounts
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Assignment accuracy every time

Automatically assign the best person to meet with each prospect, according to any business logic, using a drag-and-drop interface to design and deploy automation.

70% reduction in time spent triaging leads
80% reduction in time managing rules
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Flexibility for prospects

Let prospects instantly book an available time with their assigned rep through an easy-to-use interactive calendar, immediately after submitting a web form.

95%+ reduction in time spent scheduling
25% increase in inbound lead conversions
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Full visibility at every step

View and optimize revenue operations with automated SLA tracking and detailed logs of every automated decision and action

90% reduction in duplicate leads
82% reduction in lead response times
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Full visibility at every step

Ready to increase the efficiency of your Revenue Orchestration?

Learn why 1,000+ top-ranking companies rely on LeanData to simplify their buyer journeys and accelerate time to revenue

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