Make time for
the next conversation.
Calendar, bookings, and event types beside your contacts. Connect Google Calendar or Outlook Calendar, take bookings, and keep each meeting on the customer record.
-
Mon19
- Harbor Studio 9:30 AM Discovery call
- Team planning 2:00 PM Google Calendar
-
Tue20
- Weekly sync 9:00 AM Google Calendar
- Cedar Supply 11:00 AM Demo
- Daniel Ross 3:00 PM Product walkthrough Cancelled
-
Wed21
- Juniper Labs 10:00 AM Follow up
- Maya Lewis 2:00 PM Product walkthrough Needs approval
-
Thu22
- Lena Davis 9:30 AM Discovery call
- Northfield Works 2:00 PM Meeting
-
Fri23
- Noah Chen 9:30 AM Discovery call
- Project review 1:30 PM Deadline
Booking
Every booking keeps its context.
Scheduling sits beside contacts, leads, and project work so a booking keeps its business context.
- 01
Bookings with context
Keep the scheduled conversation connected to the contact and the work it supports.
- 02
Calendars in the workspace
Coordinate the calendar alongside your customer records and the people doing the work.
- 03
Event types for the work
Organize the kinds of meetings your team books through the scheduling module.
Availability
Bookers see only the time that is free.
Each bar is one day. Weekly hours set when people can book. Meetings already on the calendar, and the buffer around each one, are taken out. What is left is what a booker can pick.
Discovery call/discovery
- Duration
- 30 minutes
- Before event
- 15 minutes
- After event
- 15 minutes
- Time slot interval
- 30 minutes
- Mon 19 7 slots
- Tue 20 9 slots
- Wed 21 6 slots
- Thu 22 7 slots
- Fri 23 5 slots
Conversation
From the contact to the calendar, and back again.
- 01
Choose the conversation
Start with the contact and the type of meeting you need.
- 02
Put it on the calendar
Create the booking inside the workspace.
- 03
Keep the context
Return to the relationship and its history when the meeting happens.
Make it yours
Bookings that fit how you work.
- 01
A "Site address" field on bookings
A service business captures where the visit happens, and makes it required for on site jobs.
- 02
Fields in your words
Relabel booking fields to match how your customers ask for appointments.
- 03
Calendar view for the team
See the week laid out by booking so nobody double books a technician.
Ways to tailor Scheduling
-
Fields and layout in Studio
Add questions to booking records, relabel fields in your own words, and require the details your team needs before a booking is saved.
See Studio -
Workflows and automations
Start a workflow when a form is submitted or an event registration arrives, so confirmations and reminders go out on their own. Connect it to your email, chat and the apps you already use.
See Workflows -
Roles and permissions
Decide who can see, create and change scheduling, down to records and fields, with custom roles.
Every paid plan See Users and Roles -
Agaro Agent
Ask about your scheduling in plain language. The Agent asks before it changes a record, and it works within your permissions.
Meet Agaro Agent -
Your own custom modules
When scheduling needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.
Scale and up See custom modules -
App Builder
Build a website, document, slides or internal app next to your scheduling, described in plain words.
Every paid plan See App Builder -
Open API and MCP
Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.
Scale and up
Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.
Connected
Alongside scheduling.
Make room for the next useful conversation.
Scheduling
- CRM
Contacts
Companies and people with addresses, notes, and history in one place, shared by sales, marketing, and finance. Add your own custom fields and shape the list, grid, and board views in Studio.
Explore Contacts - CRM
Leads
Capture leads through intake forms, move them through pipeline stages you define on a list or kanban board, and convert the winners to customers. Add custom fields, and every stage change stays in the record history.
Explore Leads - Productivity
Tasks
Tasks with owners, due dates, states, and recurring work, with My Today and team views in list or board layout. Log time against tasks and sync with Google Tasks or Microsoft To Do. Add custom task fields in Studio.
Explore Tasks