Meetings

A sharper scheduler,
built to grow
pipeline

Turn every booked call into an opportunity with pre-call research, automatic scheduling, and inbound routing rules.

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Meetings

Meeting types Scheduled meetings + Create
PR Priya Raman
sundial.co/meet/#/priyaraman
Search Active meeti… ⌄

My meetings

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Discovery Call

15 min · Single host

PR
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Discovery Call

30 min · Single host

PR
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Product Walkthrough

45 min · Single host

PR
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Shared meetings

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Product Walkthrough

45 min · Round robin

PRCSKOTB
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2 linked routers···

Product Walkthrough

60 min · Multi host

PRCSKOTB
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ATHERTON ClearArc Veldora Marlowe CYNOSURE Pactline
If/else rule ···
If “Headcount” is > 2,500, and “Account owner” is None
Book meeting ···

Product walkthrough

Round robin enterprise pod · 18 hosts
Korede Adenola on Pexels Foto Sushi on Pexels Ben Khatry on Pexels ··

Lead qualifying & routing

Route every inbound lead to the right rep

Only qualified leads reach a calendar, thanks to an inbound router you can wire up in a few minutes. Assign by CRM account owner, or round-robin by live availability so the load stays even across the pod.

Scheduler

Retire the stand-alone booking tools

Drop the separate calendar subscription. Sundial's scheduler lives inside the workflow you already use, so finding an account, writing the follow-up, and booking the call all happen in one place — on one line item.

Single host
Multi host
Round robin host
Inbound router setup
Meetings
Meeting types Scheduled meetings Settings + Create

Personal meetings

Linked router···

Discovery Call

30 min · Single host

PR
Copy linkPreview
···

Product Walkthrough

45 min · Single host

PR
Copy linkPreview
Linked router···

Product Walkthrough

45 min · Single host

PR
Copy linkPreview

Shared meetings

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Product Walkthrough

45 min · Round robin

2 linked routers···

Product Walkthrough

60 min · Multi host

Pre-meeting insights

Company insights

Halebrook's latest earnings call flagged that they trimmed field sales by 18% and are reinvesting in sales productivity.
Halebrook runs Ledgerline CRM and is hiring a Ledgerline administrator.

Historical insights

Devon previously said he was unhappy with Corva's data accuracy and support response times.
Ines previously asked to learn more about the Sundial contributor data network.
Post-meeting insights

30 minute meeting
04/18/2026

Outcome

Devon and Ines were impressed by Sundial's match rates compared with Corva and want to start…

Next Steps 11

H Halebrook 9
S Sundial 2

Objections 6

D Devon 4
I Ines 2

Pre & post meeting insights

Walk in prepared, leave with next steps

Account history, contact detail, buyer signals, and deal context are waiting before the call, and the recap writes itself afterwards — so deals keep moving and the CRM stays current without anyone typing notes.

Form enrichment

Shorter forms, richer records

Ask for less and still learn more. Sundial fills the rest of the web form from its own enrichment graph, then routes the lead and surfaces the context your rep needs before the confirmation email even lands.

Submit your form

dana.whitfield@halebrook.com
Dana
Whitfield
VP of People
Halebrook
Submit

“We wanted to consolidate our stack. We've been able to drop Routepoint entirely, because the Meetings feature we now have inside Sundial is simply the better one. Why keep paying three licences when one covers it?”

Jake Nackos on Unsplash Marta Kowalczyk Regional Sales Manager, Halebrook

Brief competitor comparison table

Sundial Meetings vs Basic scheduling tools (Slotwise, Datebook) vs Sales engagement tools (Cadenza, Reachwell, Pipeline OS) vs Inbound routing tools (Routepoint, Handoff Lane)
Single host, multi host, round robin meeting types
Contact insights for call prep & discovery
Inbound lead routing in all packages
Unified data + prospecting + engagement in one platform
Built-in form enrichment in all packages

Frequently asked questions

How is Sundial's meeting scheduler different from a stand-alone booking link?
Which meeting details are synced back to the CRM, and how often?
Can I connect any email provider to keep my calendar in sync?
Which conferencing tools can Sundial set as the meeting location?
Does the time zone adjust automatically for whoever books the meeting?

Sharpen your
meetings and watch
your pipeline grow