"If you use Zoho CRM and need to have a scheduling system that is automated, Zoho Bookings is the best"

Alec Jenson

Alec Jenson, Chief Operating Officer at Wealth 212.

Use cases: Sales, Client management

Industry: Financial services

Team size: Less than 50 employees

Product feature: Automated notifications, Customizations

Wealth 212 is a real estate funding company operating across 47 states in the U.S. Zoho Bookings has given the company an "easier booking system" that seamlessly takes care of appointment scheduling for existing customers and new sales calls.

A time-saving investment

Zoho Bookings helped Wealth 212 reduce the time it takes for customers to connect with them. The platform automatically converts time zones based on customer location for stress-free scheduling.

"Integration with Zoho made life a lot easier for our teams. [Zoho Bookings] helps our clients get into our calendars seamlessly"

- Alec Jenson

Teaming up with your CRM

Wealth 212's CRM is the central hub for all customer data. Jenson highly values the ability to integrate Zoho Bookings with Zoho CRM, as this makes it easy to schedule appointments with leads or customers right from the CRM interface.

Rewarding features

Jenson notes that the following Zoho Bookings features have made a remarkable impact on Wealth 212's workflow:

Automated notifications (email and SMS)

Customizations (scheduling rules, booking page layout)

Variety of service types (one-on-one, group)

Public or private services (service visibility)