Which CRM Includes Appointment Scheduling?

Choosing the right Customer Relationship Management (CRM) platform can significantly impact your business efficiency, especially when appointment scheduling is a key part of daily operations. In this article, we explore which CRM systems offer integrated scheduling features and how they benefit various industries.

Why Appointment Scheduling in a CRM Matters

For businesses that rely on appointments—such as consultants, real estate agents, healthcare providers, and sales teams—managing calendars separately from the CRM is inefficient. Integrating appointment scheduling into your CRM ensures you:

• Reduce no-shows with automated reminders

• Eliminate double bookings

• Improve lead response times

• Centralize customer interactions

This integration not only boosts productivity but also enhances the customer experience by offering seamless communication and real-time scheduling options.

Key Features to Look for in CRM Scheduling Software

Before diving into specific platforms, it’s essential to understand what makes a CRM and scheduling software truly useful. Here are the must-have features:

• Two-way calendar sync with Google, Outlook, or Apple calendars

• Automated reminders via email or SMS

• Customizable booking pages for client self-scheduling

• Team and resource scheduling

• Mobile access to manage appointments on-the-go

• Time zone detection for global clients

• Integration with workflows and pipelines within the CRM

Top CRMs That Include Appointment Scheduling

Let’s explore some of the most popular CRMs that include built-in scheduling features or offer seamless integrations.

1. HubSpot CRM

Best For: Small to medium businesses looking for a free, robust CRM with scheduling.

HubSpot’s free CRM comes with a built-in meeting scheduler. You can create personalized booking links, sync with Google or Office 365 calendars, and allow contacts to schedule meetings with ease.

Notable Features:

• Round-robin scheduling for teams

• Automatic email reminders

• Integration with HubSpot workflows

HubSpot is an excellent example of CRM and scheduling software rolled into one intuitive platform.

2. Zoho CRM

Best For: Businesses needing high customization with strong scheduling tools.

Zoho CRM includes appointment scheduling as part of its broader suite. It integrates with Zoho Bookings or other third-party apps like Calendly for added flexibility.

Notable Features:

• Rule-based appointment assignment

• Calendar sync with external platforms

• Real-time availability sharing

Zoho’s ecosystem makes it easy to expand features as your business grows.

3. Salesforce

Best For: Large enterprises and teams with complex sales cycles.

While Salesforce doesn’t have native scheduling in its base CRM, it offers robust scheduling through integrations like Salesforce Scheduler or third-party tools from the AppExchange marketplace.

Notable Features:

• Intelligent appointment routing

• Time slot customization

• Omnichannel support for scheduling

When integrated properly, Salesforce becomes a powerful CRM and scheduling software combo.

4. Freshsales by Freshworks

Best For: Sales-driven teams that need built-in calendar and CRM tools.

Freshsales offers appointment scheduling through its integrated calendar and time-management tools. You can book meetings, send reminders, and manage leads—all in one place.

Notable Features:

• Native meeting scheduler

• Email sync and follow-up reminders

• Event tracking and lead scoring

Freshsales stands out for its user-friendly interface and automation capabilities.

5. Keap (formerly Infusionsoft)

Best For: Small businesses and solo entrepreneurs.

Keap includes appointment scheduling features in all of its plans. Clients can book meetings directly from your email signature or website, and the tool syncs with your CRM pipeline.

Notable Features:

• Personalized booking pages

• Integration with invoicing and follow-ups

• Appointment-triggered automation

Keap is ideal for service-based businesses that need both CRM and scheduling software in a single solution.

CRMs with Scheduling Integrations

While some CRMs don’t have native scheduling features, they integrate seamlessly with top scheduling platforms like Calendly, Acuity Scheduling, or SimplyBook.me. CRMs like Pipedrive, Insightly, and Monday.com fall into this category.

These combinations allow you to:

• Customize your scheduling workflows

• Embed booking links in emails or landing pages

• Trigger follow-ups and task assignments automatically

Even if your CRM doesn’t include appointment scheduling by default, these integrations can turn it into a powerful crm and scheduling software package.

How to Choose the Right CRM with Scheduling

The ideal CRM will depend on your business size, sales process, and the type of appointments you manage. Here’s a quick guide to help you decide:

Always consider your existing tech stack. If your calendar, email, or task manager doesn’t sync well with the CRM, it may create more headaches than it solves.

Final Thoughts

A CRM that includes appointment scheduling can drastically streamline your operations, saving time while improving customer satisfaction. Whether you’re a solo entrepreneur or part of a large sales team, choosing the right CRM and scheduling software is crucial to your success.

Look for a platform that not only handles appointments but also integrates scheduling into the broader sales and customer relationship process. The best CRMs reduce friction, increase bookings, and ultimately help close more deals with less effort.