Engageware

Scheduler for Salesforce

The enterprise upgrade native Salesforce can't deliver

Advanced routing, multi-participant logic, and mass deployment reliability inside Salesforce Lightning for regulated firms managing 1,000+ advisors. 

See how it works

Key Capabilities

Native Salesforce Appointment Management done right

Enterprise complexity without leaving Salesforce

Save 45 minutes on admin and reduce email and call volume by 60%.

Eliminate context switching

Pair CRM data and scheduling in one place to eliminate context switching and support complex routing and advisor rules.

Implement faster

Go live in 3 weeks and deploy to 1,000+ advisors with enterprise-grade uptime beyond native tool limits.

AI-ready data foundation

Every appointment writes structured data to Salesforce, feeding your summarization tools and next-best-action engines.

Use cases

See how Engageware powers faster, smarter, and more effective scheduling within Salesforce

01

Never leave Salesforce

Advisors work entirely within Salesforce Lightning. No separate tabs, no new logins, just enhanced components that feel native while delivering enterprise capabilities.

02

Handle complexity at scale

Route appointments based on territory, expertise, product specialization, and availability across thousands of advisors. Manage complex scenarios like multi-participant advisory meetings, client household coordination, and compliance-required specialist involvement.

Appointment Management diagram

03

Access Salesforce native reporting

Track customer journeys from scheduling to deal closing with Salesforce and Engageware analytics in one place.

04

Eliminate friction and silos

Native integration with Outlook, Microsoft Teams, Zoom, and Webex. Real-time bi-directional calendar sync prevents double-booking.

05

Implement easily

Leverage Salesforce Flow Builder for workflow automation. Create custom meeting types, automated follow–ups, and department-specific templates within your existing Salesforce processes.

The Outcome

What you get

True native AppExchange Scheduler for Salesforce

Eliminates integration complexity by keeping appointments, customer data, workflows in one secure, seamless platform.

SOC2, FINRA, NCUA compliant​

Built to meet the highest standard for security, privacy, and regulatory compliance so industries can confidently manage sensitive customer data.

Multi-participant scheduling & advanced logic​

Coordinate complex appointments involving multiple participants, roles, and resources ensuring every appointment is booked with the right experts at the right time.

Key capabilities

Delivering value across every Salesforce cloud

Marketing Cloud

More than leads, drive marketing qualifed meetings directly to your sales team via omnichannel campaigns.

Sales Cloud

Fill your pipeline and expedite sales cycles by scheduling meeting instantly with prospects and leads.

Service Cloud

Watch your NPS scores and customer satisfaction skyrocket by instantly scheduling on-boarding and support meetings.

Financial Services

Offer instant accessibility for your clients to boost engagement and increase assets management.

FAQs

Frequently Asked Questions

What is Engageware Scheduler for Salesforce?

Engageware Scheduler for Salesforce is a native Salesforce scheduling solution built for regulated industries. It enables enterprise appointment management directly inside Salesforce and has powered 1.5 billion+ appointmentswith proven ROI.

Yes. Engageware is a true native AppExchange scheduler for Salesforce. Appointments, customer data, workflows, and reporting all live inside Salesforce—without external integrations or data sync tools.

Users can schedule meetings directly from Leads, Person Accounts, Contracts, and other Salesforce records. All appointment data is automatically tied to the CRM record, ensuring complete visibility and accurate reporting.

Engageware customers see:

  • 45 minutes saved per rep per week
  • 60% reduction in back-and-forth emails and calls 
    By automating CRM scheduling integration and eliminating manual coordination.

Yes. Engageware supports advanced enterprise appointment management, including:

  • Multi-participant and group meetings
  • Role- and expertise-based routing
  • Custom business rules and specialist matching
  • Custom booking experiences

All handled automatically within Salesforce.

Engageware provides real-time bi-directional calendar sync with Outlook and Microsoft 365 to prevent double-booking. It also integrates with Microsoft Teams, Zoom, and Webex for seamless meeting delivery.

Yes. Engageware is SOC 2, FINRA, and NCUA compliant, making it ideal for financial services and other regulated industries that require secure Salesforce scheduling and data governance.

Engageware uses the Salesforce native reporting engine, allowing teams to track scheduling activity, conversion, and deal impact directly in Salesforce dashboards and reports—without exporting data.

Most customers go live in approximately three weeks. Engageware leverages existing Salesforce architecture and Salesforce Flow Builder for fast, low-risk implementation.

Yes. Teams can use Salesforce Flow Builder to create:

  • Custom meeting types
  • Automated follow-ups
  • Department-specific scheduling templates

All fully embedded in Salesforce CRM.

Engageware is designed for regulated enterprises that need secure, scalable, and native Salesforce scheduling—especially IT, operations, sales, and service teams managing complex appointment workflows.