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immedio

AI inside sales service that automates scheduling and CRM integration after form

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immedio is an AI inside sales service that displays a scheduling popup on thank-you pages after document requests and inquiries, helping convert leads while interest is high. It carries over form input data so meetings can be confirmed in one click, and it can also be deployed on other pages as web engagement. It addresses the challenge of turning inbound leads into meetings quickly, including outside business hours.

Key capabilities include conditional scheduling popups, automatic lead routing based on form or CRM data, AI-assisted assignment with visible reasoning, Salesforce matching, group meeting setup, non-booking surveys, AI customer research, and document/video engagement tracking with Slack and email notifications. It integrates with Pardot, Marketo, HubSpot, formrun, Contact Form 7, Salesforce, Google Calendar, Microsoft 365, Zoom, and Slack, with API support and SSO. Installation uses a single tag without coding. The service is offered alongside immedio Box and immedio Forms, which can be contracted separately. Pricing varies by features and user count, with details available through inquiry.

12 alternatives to immedio

Ranked by how well each tool replaces immedio: shared features, audience, price and popularity.

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