Calendly, EspoCRM, Make, and SocialBee:
A Great Combination for Your Business

At WebSys Services, we empower small businesses to thrive online with cutting-edge tools tailored to your needs. Our EspoCRM hosting and support, SocialBee social media management, and integration of Calendly with Make create a powerful ecosystem to streamline customer management, scheduling, and marketing. Whether you’re a local restaurant, retail store, or professional service, this combination can save you time and boost sales. Here’s how.

EspoCRM Hosting and Support:
Organize Your Customer Relationships

Managing leads and customers is critical for growth, but it can be overwhelming without the right system. EspoCRM is an open-source, customizable CRM platform designed for small businesses, and WebSys Services provides expert hosting and support to make it seamless. Key features include:

  • Customizable Interface: Tailor fields, layouts, and workflows to fit your unique sales process, ensuring a perfect match for your business.
  • Sales Automation: Track leads, opportunities, and accounts effortlessly, streamlining your pipeline. A recent client saved 10 hours a week by automating follow-ups.
  • Marketing Automation: Send targeted email campaigns to nurture prospects directly within EspoCRM, increasing conversions.
  • Flexible Hosting: Choose our reliable cloud hosting with 99.9% uptime or get support for self-hosted setups. We handle setup, permissions, and updates.
  • User-Friendly Design: Intuitive dashboards make customer management simple, even for non-technical users.

With our hosting and support, EspoCRM integrates seamlessly with your website and other tools, keeping your customer data organized and actionable.

SocialBee:
Simplify Social Media Management

A consistent social media presence is key to attracting customers, but it can be time-intensive. SocialBee simplifies this process, and WebSys Services leverages its features to keep your brand active and engaging. Key benefits include:

  • Automated Scheduling: Plan weeks of posts for LinkedIn, Facebook, Instagram, and Twitter/X in hours, saving you time.
  • Evergreen Content Recycling: Reuse top-performing posts automatically for consistent engagement. A client saw a 25% engagement boost using this feature.
  • AI-Assisted Content Creation: Generate brand-specific posts with SocialBee’s AI tools, ensuring high-quality content with minimal effort.
  • Analytics and Insights: Track post performance to optimize strategies, driving traffic to your website.
  • Multi-Platform Support: Manage all social media accounts from one dashboard, streamlining your marketing.

Our SocialBee management service ensures your posts align with your website and SEO strategies, amplifying your online presence.

Calendly. EspoCRM. Make.
A Great Combination

Scheduling meetings and managing leads can be a hassle, but Calendly and Make integrate seamlessly with EspoCRM to automate these tasks, saving you time and improving efficiency. Here’s how they work together:

  • Calendly with Google and Outlook Calendar Sync: Calendly syncs with Google Calendar and Outlook Calendar to check availability, prevent double bookings, and automatically add scheduled meetings to your calendar. Whether you use Google for personal scheduling or Outlook for work, Calendly ensures your meetings are in sync, with optional buffer times to keep your schedule organized.
  • Make Automation with EspoCRM: Make connects Calendly and EspoCRM to automate workflows. When a prospect books a meeting via your Calendly link, Make can automatically create a lead, contact, or meeting record in EspoCRM, capturing details like name, email, and phone number. For example, a new Calendly booking can trigger a lead creation in EspoCRM, ensuring no opportunity slips through. Make also supports reminders via email or SMS for scheduled meetings, keeping your team and clients aligned.
  • Streamlined Sales Process: This integration means every booked consultation (e.g., from your Monday/Wednesday outreach) is automatically logged in EspoCRM, ready for follow-up during your Tuesday/Thursday sales activities. This saves you manual data entry and keeps your pipeline up-to-date.

Together, Calendly and Make make scheduling and lead management effortless, letting you focus on closing deals.

Why This Combination Works

EspoCRM organizes your customer data, SocialBee keeps your social media active, and Calendly with Make automates scheduling and lead tracking. For example, a local retail client used our EspoCRM hosting to manage leads, SocialBee to promote campaigns, and Calendly with Make to automate consultation bookings, resulting in a 20% increase in leads within a month. Paired with our website design and SEO services, these tools create a cohesive strategy to grow your business.

Why Choose WebSys Services?

As a one-stop shop, WebSys Services combines EspoCRM hosting, SocialBee management, and Calendly/Make integration with our expertise in website design, SEO, and hosting. We tailor these tools to your needs, ensuring seamless setup and ongoing support. Our personalized approach means you save time and see results faster.

Get Started Today

Ready to streamline your operations and boost your online presence? Contact WebSys Services for a free consultation and audit of your CRM, social media, and scheduling strategy. Discover how EspoCRM, SocialBee, Calendly, and Make can transform your business. Book your 15-minute call at https://calendly.com/kevin-roundtree/calendly-espocrm-make-and-socialbee-demo or visit www.websysservices.com to learn more.