Municipality of Regensdorf combines tradition and innovation with Calenso
The municipality of Regensdorf faces the challenge of combining tradition and innovation. With the...
Swiss term solution for next-generation banks
Do you still make appointments with your bank by post? No more of that! - With Calenso, you can automate the entire appointment scheduling process and accept appointments for your bank customers around the clock. Any manual effort for a consultation, such as confirmations, reminder emails and follow-ups are automated with Calenso.
Banks and financial service providers with the highest data protection standards opt for Calenso
- Flexible and scalable
- 100% data protection compliant
- Customizable design
Gain more new customers
Gain more new customers
Convert visitors into valuable bank customers by filling out surveys or configurators. The information collected can be automatically transferred to your ERP or CRM system via the Calenso interface.
Automate your appointment making
Let your leads book appointments around the clock. Calenso not only calculates all free appointments by matching multiple calendars, but of course also reminds your customers of upcoming appointments.
Automate your appointment making
Conclude contracts online
Conclude contracts online
With our smooth Unblu E-Sign feature, you can provide case-closing advice by having your customers sign contracts directly online.
Increase your customer satisfaction
Send automated follow-ups after each appointment, where your customers can rate the appointment and share their opinion. Follow-ups improve your customer satisfaction many times over!
Increase your customer satisfaction
Move bank advisors back-and-forth from email and phone to appointment automation
Without Calenso
Slow response times to inquiries leave potential leads cold.
Customers can often only book appointments during business hours, which is impractical.
Manual scheduling takes up valuable time that could be better spent advising customers.
High non-appearance rate, which wastes time and resources.
Many customers will switch to another bank if the digital experience is not seamless and user-friendly.
With Calenso
Automated reminders by e-mail or SMS significantly reduce the number of missed appointments.
Customers can book appointments online around the clock, which increases customer satisfaction.
Real-time synchronization of calendars prevents double bookings and optimizes the use of resources.
Fully automated appointment scheduling that reduces manual effort for employees to a minimum
A modern, personalized booking experience sets the bank apart from the competition.
Calenso for banks
Interest aroused?
Let us convince you with a non-binding consultation or test version!
Customized appointment functions for banks & financial service providers
Intercept customer inquiries multichannel
Intercept customer inquiries multichannel
Let customers & leads book an appointment with you via the appointment booking form on your bank's website, by phone or automatically via the link in an e-mail.
Provide advice where your customers want it most. Whether video meeting, telephone or on-site, with Calenso you can cover everything.
Synchronize the calendars of all consultants
If you have already recorded your appointments digitally, you don't have to get used to it. Calenso allows you to connect several external, private calendars per employee. Calenso automatically calculates all free appointment slots with all considerations. This means that overbooking and appointment clashes are a thing of the past.
Synchronize the calendars of all consultants
Speak the language of your customers
Speak the language of your customers
Do you offer consultations in different languages? That's great! Because customers really appreciate advice in their own language. That's why Calenso is also available in several languages.
Get valuable insights and statistics
Calenso's intuitive analytics dashboard gives you insights into scheduled appointments, no-shows, team productivity, popular meeting days and in-demand meeting types. Analyze client feedback to find out which areas of your consulting structure need attention.
Get valuable insights and statistics
Integrate seamlessly into your CRM & ERP
Integrate seamlessly into your CRM & ERP
When leads or new customers book an appointment via Calenso, all relevant data is automatically transferred to your CRM or ERP system. This guarantees that consultants and salespeople have all the information they need in one place. Our CRM integration also allows you to retain complete control over routing rules.
What does a digital appointment process look like at banks?
Integrations specifically for the banking industry
You have better things to do than manually update calendar invitations and customer data. Calenso ensures that all data in your CRM, calendars, video conferencing tools and other applications are synchronized.
Webflow
Connect any system to Calenso by automatically processing booking data via REST or email in Webflow.
Workday
Use Workday, a cloud-based HR and financial management software, in combination with Calenso to manage HR,
Typeform
Use Typeform to create interactive forms and surveys and integrate them with Calenso to collect feedback and manage data efficiently.
Storyblok
Use Storyblok in conjunction with Calenso to create, manage and scale content for any digital channel, while coordinating appointments and customer interactions in Calenso.
SalesLoft
Optimize your sales processes with Salesoft and integrate it with Calenso to efficiently manage leads and increase sales success.
Recruitee
Manage the entire recruitment process with Recruitee in conjunction with Calenso to make the hiring process efficient.
Personio
The integration of Personio with Calenso enables efficient coordination of HR appointments by synchronizing Personio's HR management functions with Calenso's appointment scheduling.
Outeach
Integrate Outreach, a sales automation platform, with Calenso to create personalized sales campaigns and increase sales.
Oracle Net Suite
Combine Oracle Net Suite, a cloud-based platform for enterprise management, with Calenso to optimize business processes and schedule appointments efficiently.
Monday.com
Use Monday.com in combination with Calenso to track tasks, plan projects and improve collaboration while coordinating appointments efficiently.
Meta Pixel
Track the behavior of website visitors with Meta Pixel and use this data in Calenso to optimize marketing campaigns.
Make.com
Automate workflows between different apps and Calenso to increase your process efficiency.
Integrate your booking link in your Linkedin biography to increase your reach and make it easier for customers to book your services.
Jotform
Create custom online forms with Jotform and integrate them with Calenso to efficiently collect and manage information.
Join.com
Improve your recruitment process by integrating Join.com with Calenso to efficiently advertise and manage vacancies.
Jobs.ch
Use Jobs.ch in conjunction with Calenso to find qualified applicants and optimize the recruitment process.
Intercom
Combine Intercom with Calenso to deliver personalized, multi-channel customer conversations and increase customer engagement and sales.
Indeed
Use Indeed in combination with Calenso to optimize your job postings and improve the recruitment process.
Greenhouse
Use Greenhouse in combination with Calenso to manage the recruitment process and efficiently identify and hire talent.
Freshchat
Live chat software that allows companies to interact with customers in real time to provide support, answer questions and improve customer service.
Enterprise Bot
Automate customer interactions and support requests with an AI-powered chatbot platform and integrate this with Calenso for efficient appointment scheduling.
Contentful
Create, manage and publish digital content with Contentful and use Calenso to improve your online presence and customer interactions.
Chatra
Increase sales by interacting directly with website visitors via Chatra and synchronize this with Calenso's appointment scheduling features.
Asana
Boost your project management by synchronizing Asana tasks and projects with Calenso's scheduling to efficiently manage availabilities.
Airrange
Combine Airrange's ability to create Excel-based web apps with Calenso's scheduling capabilities for integrated data and appointment management.
Metaverse
The combination of Metaverse, a platform for virtual reality, with Calenso offers innovative possibilities for interactive, virtual experiences in the context of appointment scheduling.
Microsoft Azure App
CalDAV
Synchronize calendar files with Calenso via the CalDAV network protocol to ensure consistent scheduling across different platforms.
Lexoffice
Improve your mobile accounting management by integrating Lexoffice with Calenso.
Saferpay
Use Saferpay as a payment solution for online stores and integrate it with Calenso to enable seamless payment processing for bookings.
TWINT
Offer payments via TWINT by integrating this payment method into Calenso to provide customers with an additional convenient payment option when booking.
Dormakaba
Use the integration of Dormakaba key solutions with Calenso for efficient booking management.
SAP
Easily integrate SAP via Webhook to facilitate business process control, solution development, and effective enterprise data processing.
Salesforce
Increase your sales and optimize your scheduling by integrating a Salesforce Native app with Calenso.
Adobe Analytics
WordPress
Easily integrate Calenso with the WordPress plugin on your website to provide effective appointment booking functionality.
Microsoft Dynamics
Connect Microsoft Dynamics ERP and CRM services with Calenso to efficiently manage customer relationships and business processes.
Abacus
BSI
Integrate BSI CRM with Calenso to support marketing, sales and service and efficiently manage customer interactions.
Finnova
Use Finnova as an efficient banking solution and integrate it with Calenso to optimize bank appointments.
Avaloq Banking Suite
Integrate Avaloq Banking Suite for Banking Services with Calenso to efficiently schedule and manage banking appointments.
Brevo
Connect Calenso to your Brevo account to send DSVGO compliant emails and SMS from German servers.
ProPharmaX
Integrate a specific iCal feed interface from ProPharmaX with Calenso to facilitate data import.
Integromat
Combine Intercom with Calenso to deliver personalized, multi-channel customer conversations and increase customer engagement and sales.
Pipedrive
Use Pipedrive in combination with Calenso to optimize your sales process and record customer meetings directly in Pipedrive.
Autopilot
Use the automation of appointment booking with Autopilot to efficiently capture leads and integrate them into the Calenso system.
ActiveCampaign
Mailchimp
Automate your newsletter distribution with Mailchimp and automatically integrate new customers into your Mailchimp newsletter lists via Calenso.
Google Sheets
Use Google Sheets in combination with Calenso to gain automated insights into data and optimize your scheduling.
Sendgrid
Connect your Sendgrid account with Calenso to send email notifications via your own email server and optimize customer communication.
SMS API
Send notifications via SMS in combination with Calenso to effectively reach and inform customers.
Instapage
Improve your landing pages by integrating Instapage with Calenso to increase user experience and conversion rates.
Join.me
The combination of join.me with Calenso facilitates the organization and management of online meetings and integrates meeting links directly into the booking calendar.
Calenso Meet
Automatically generate and insert unique Calenso Meet video conference details in new Calenso appointments.
Google Analytics
Combine the analytics capabilities of Google Analytics with Calenso to measure the ROI of your online activities and optimize scheduling based on customer interactions.
Google Tag Manager
Track conversions on bookings with Google Tag Manager and integrate this data into Calenso to improve your marketing strategies.
Stripe
Facilitate credit card payments when booking appointments by integrating Stripe with Calenso to ensure smooth payment processing.
Webhooks
Use webhooks to connect any system to Calenso and enable the automated processing of booking data.
Bexio
Enable customers to pay by invoice for appointment bookings by integrating Bexio with Calenso.
Zoom
Automatically generate unique Zoom video conference and dial-in details and insert them into Calenso appointments to efficiently organize your online meetings.
Google Meet
Automatically create Google Meet conference details in Calenso to seamlessly organize your online meetings.
Cisco Webex
Automate the generation and insertion of video conference details in Calenso for efficient online meeting planning.
healthApp
Improve your online practice management for therapists, coaches and consultants by integrating healthApp with Calenso.
Zapier
Connect Calenso with over 6000 applications via Zapier to automate your workflows and increase efficiency.
Unblu
Automate the generation of unique co-browsing sessions in Calenso appointments with Unblu to improve online customer service.
PayPal
Collect payments for meetings by connecting your PayPal account to Calenso for seamless payment processing.
InxMail
This integration enables efficient use of email marketing campaigns by connecting Inxmail with Calenso's scheduling capabilities.
GoToMeeting
Automate the generation of GoToMeeting conference details in Calenso to simplify online meeting scheduling.
Microsoft Teams
Automatically add meeting details to any event in Calenso to facilitate the planning and execution of Microsoft Teams meetings.
Deposit your personal booking link on Facebook. This way you can be booked directly via Facebook.
Google Booking
Integrate your Google Business Manager with Calenso to make your booking link visible and make it easier for customers to book your services.
Integrate your booking link into your Instagram bio to increase your reach and make it easier for customers to book your services.
Joomla
Extend your Joomla websites with an appointment booking function by integrating Calenso.
Typo3
Integrate Calenso as an iFrame or web component into your Typo3 websites to enable seamless appointment booking and customer interaction.
Wix
The integration of Calenso into a Wix website enables direct and efficient online appointment booking, making it easier for customers to book appointments while navigating the website.
Jimdo
Integrate Calenso as an iFrame or web component into your Jimdo websites to improve the appointment booking function.
Shopify
Integrate Calenso as an iFrame or web component into your Shopify websites to extend the booking functionality and improve the user experience.
Squarespace
Integrate Calenso into your Squarespace websites to enable seamless appointment booking and customer interaction.
Adobe Experience Manager
iCloud
Synchronize your iCloud calendar with Calenso for consistent and efficient appointment management.
Microsoft Exchange
Synchronize your personal or business calendar with Calenso to ensure smooth appointment planning and management.
Swisscom
The integration with Swisscom SMMS enables companies to communicate efficiently and securely with customers and employees via Swisscom Business Messaging.
eCall
Swiss business messaging with SMS gateway specifically designed to meet the communication needs of modern businesses.
Outlook
Integrate your personal or business Outlook and Outlook.com calendar with Calenso to seamlessly manage your availabilities.
Office 365
Integrate your personal or business Office 365 calendar with Calenso to seamlessly manage your availabilities.
Google Calendar
Synchronize your personal or business Google Calendar with Calenso for efficient appointment management.
Drupal
Extend your Drupal websites with an appointment booking function by integrating Calenso.
Our promise for your success
Data security
- DSGVO-compliant
- ISO-certified server
- BSI-certified firewall
- Single sign-on
- Swiss Made
Customizability
- own logo
- own colors
- customizable texts
- custom CSS
- own sender
24/7 support
- Personal account manager
- 24/7 support
- Individual ADV
- Service Level Agreement
The collaboration with Calenso was extremely pleasant from the first contact to the completion of the project. We are very much looking forward to further joint implementations.
Marco CusinaHead ofIT
Calenso's high degree of flexibility during implementation and integration into all operating processes led to a comparatively short and successful project duration.
Vladimir TomicHeadof Business Development
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