10 Best Scheduling, Polls, & Survey Tools for Your Team
10 Best Scheduling, Polls, & Survey Tools for Your Team
What’s on your schedule for today?
Meetings. Meetings. And wait … let me guess, more meetings.
If you’re a manager, salesperson, or individual contributor a portion of your day might even be spent scheduling meetings. This can take time, especially if you receive a “meeting declined” notification from a contact in response to your meeting invitation.
The result? Lengthy email threads and back-and-forth messages will follow.
Luckily, there are scheduling polls and survey tools that can speed up the scheduling process.
Best Scheduling Polls and Survey Tools
- HubSpot Meetings Tool
- SurveyMonkey
- Zoom.ai
- Arrangr
- Doodle
- Xoyondo
- Calendly
- NeedToMeet
- Meetingbird
- Rallly
These scheduling polls and survey tools will help you find the best time to meet.
1. HubSpot Meetings Tool
Price: Free
One solution to all the back-and-forth emails would be to simply send over your calendar and have the person select what works for them. That’s what the HubSpot meeting tool does (without revealing your entire appointment book). You create a custom meeting link based on parameters such as meeting length, and it will send a calendar picker of available times for them to book.
Not only do your availability and meetings sync automatically to your Google Calendar or Office 365 calendar, but contact and meeting details are also added to the free CRM. This makes meeting scheduling a simple, painless process for you and your meeting attendees.
2. SurveyMonkey
Price: Free, more advanced functionality available for premium users
If you’ve ever planned an event or large get-together, you know that getting everyone on the same page can get tricky. SurveyMonkey is a great option for coordinating meeting times with multiple people, letting you select meeting dates and times and create a scheduling poll. The poll is then sent to the attendees via email, or it can be embedded on a website or Facebook page.
Automatic reminders are sent to the contacts if they don’t respond to the survey within a certain time frame. Once you have their responses, you’ll be able to select an appointment time that works for everyone.
3. Zoom.ai
Price: Free, more advanced functionality for premium users
This meeting scheduler eliminates the back-and-forth for both 1:1 and group meetings. What makes this tool unique is that it’s geared specifically for video meetings — just connect your video conferencing software to get going. It’s compatible with Zoom.us, Microsoft Teams Video, Skype, and more. It can even integrate with elements of your software stack such as your CRM.
4. Arrangr
Price: Free, more advanced functionality for premium users
Connect your calendar, use an automated process to coordinate meeting times, and integrate the process with your conferencing software. It doesn’t just work for video or phone conferencing either — you can take advantage of its Intelligent Spot Finder feature, which suggests meeting places. Use your favorite saved restaurants or have it arrange a convenient meeting location at a halfway point. Arrangr also offers many integration options.
5. Doodle
Price: Free, more advanced functionality available for premium users
Doodle is a tool designed specifically for scheduling. As the host of the meeting, you’ll suggest times to meet. The scheduling poll can be sent to the meeting participants and they enter their availability.
Once their responses are collected, you’ll select the best meeting date and time based on the responses you received.
6. Xoyondo
Price: Free
Xoyondo helps you find a meeting date and time that works for everyone. Select potential meeting times, send the suggestions to your contacts, and each invitee can vote for the dates that work best for them.
Xoyondo offers support for unlimited polls and participants, which means it’s ideal for those who meet regularly or are front-facing. It has the ability to attach files to the poll for attendees to review, and you can manage everything from one place on your dashboard.
In addition, you can even create custom branding for your polls and publish them to a personal page with the URL of your choice.
7. Calendly
Price: Free, more advanced features available for premium users
With Calendly’s scheduling tool, you can connect your calendar, set your availability, and send a meeting link to contacts. Calendly uses a rule-based system with criteria that you set to present the best available times. Contacts can book a meeting using the link and book a meeting that works for them.
The meeting time they select is automatically blocked off on your calendar. And you can adjust the Calendly settings to add buffer times around your meetings or set a limit to the number of meetings you can have in one day. You can also take advantage of features for 1:1, collective, or round robin availability.
8. NeedToMeet
Price: Free, more advanced functionality available for premium users
NeedToMeet has easy polling features that helps you schedule meetings in three steps: enter meeting details, suggest dates and times, invite attendees, and let the scheduler do the rest. It will collect any attendee comments and notify you when attendees respond.
The Outlook plugin is particularly useful for Microsoft users, but NeedToMeet has multi-platform functionality.
9. Meetingbird
Price: Free
Meetingbird has a tool that allows you to sign up with your Google or Office 365 account to create scheduling polls. Select some potential meeting times from your calendar and send the poll to your contacts using a link.
You’ll be notified as they respond to the poll. And your contacts will automatically receive an invitation to the event once it’s scheduled. It even integrates with Zoom and has a Gmail plugin to make things even more convenient.
10. Rallly
Price: Free
If you want a more collaborative scheduling poll, Rallly is a free option where you share a page with meeting attendees and put dates up for a vote. The software allows attendees to discuss in a forum-style interface using comments before the final decision is made.
Scheduling polls and surveys make it easy to book time with prospects, customers, and colleagues. Looking for more? Check out this sales meeting agenda next.
Source: hubspot sales