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- Tracking of sales in real-time
- Management of pipelines gets streamlined
- Data collection and task automation
- In-depth customer data analysis
- A learning curve for beginners
- Platform often has bugs
Lead conversion is one of the most challenging aspects of sales. Sales teams have to nurture the prospects through the funnel for them to convert.
However, some lead generation processes are delicate and they need an intelligent touch to be effective.
That’s where RevenueHero software comes in. It can streamline such processes instantly. However, what is it, and does it offer value for money?
Let’s find out in this RevenueHero review.
SMB Guide’s Verdict for RevenueHero
SMB guides use a wide set of evaluation criteria in the software we review. After a thorough review of RevenueHero, we give it an 8.7 out of 10, and here is why.
In this review of RevenueHero, I’ve followed SMB Guide’s detailed criteria for evaluating the appointment scheduling software.
RevenueHero instantly connects leads with the right sales rep throughout the funnel, avoiding mix-ups.
It also integrates with platforms like Salesforce and HubSpot, providing lead capture forms with an instant scheduler.
RevenueHero also provides sales teams with granular reports on conversion patterns and appointment meeting outcomes.
Entrepreneurs can also use the templates provided to create custom content to send to customers, whether follow-up or reminders.
A combination of these factors is the reason we recommend RevenueHero. It suits mid to large enterprises looking for a tool offering instant lead capture, qualification, and scheduling of appointments.
Pricing & Plans
RevenueHero structures its pricing model in a simple manner. Businesses can pick from 3 packages with a demo to see how the software works.
One thing to note is that RevenueHero doesn’t offer a free trial. Here are the plans
It offers basic services like assigning and booking meetings on behalf of sales reps but without a platform fee.
- Monthly: $25 per user
- Annually: $240 per user
- Meeting links with embeddable content
- No admin license fee
- Round-the-clock support through Slack
- Guided onboarding
- Custom routing rules for assignment
- Personal meeting link for each user
- Embed meeting slots via email
- Built-in custom workflows
Who its for: Any business looking to automate the assigning and booking of meetings without platform fees.
The plan offers more advanced features than the outbound essential package.
- Monthly: $35 per user with a ($99 fixed platform fee)
- Annual:$300 per user with a ($948 fixed platform fee)
- Unlimited form submissions
- Multiple reminders
- In-app scheduling and routing to power PLG motion
- Use round-robin or custom logic for routing leads
- Display calendar availability on the website
- Native integrations
- Schedule meetings from any form
- All features in the Outbound plan
Who its for: Businesses looking for quality routing of leads and automated meeting booking through their website.
GTM Enterprise (bundle)
It is a new premium package that RevnueHero launched, combining most of the Outbound and Inbound plans features.
- Monthly: $49 per user with a($89 fixed platform fee)
- Annual: $468 per user with a($828 fixed platform fee)
- Custom domain
- Auto populate form fills
- DKIM to stay on brand
- Fuzzy matching to route meetings
- Pre-built themes and custom branding
- Compensate when no-shows happen
- Qualify leads based on form
- All features in the Inbound Package
Who its for: Businesses looking to convert leads to meetings and hand them off in 1-click.
Appointment Workflow Automation
RevenueHero simplifies booking meetings online, where you can do instant scheduling directly on the platform.
Now, RevenueHero comes with pre-installed integrations like Salesforce and HubSpot that offer web forms of lead capture.
It makes it easy to schedule meetings with the prospect instantly. The platform also has a smart distribution feature that assigns leads to the ideal sales reps depending on custom-defined criteria.
It is a feature that prevents double booking, as it regularly updates the calendar. Admins can also set recurring appointments and choose the end date, duration, and more.
The software will then automatically assign the appointments to suitable sales reps. It comes in handy in enhancing customer experience and continued communication.
Now, RevenueHero provides the option of self-scheduling for customers. Sales reps can also create custom meeting links and embed them on the landing pages, social media, or email.
It is another way to improve customer satisfaction and reduce sales reps’ workload. Not only that, the software also automates sending follow-up emails after meetings, which helps in retention.
Entrepreneurs can also send custom messages depending on meeting outcomes, like requests for a review or satisfaction surveys.
You can create various appointment types on RevenueHero, like consultations or demo requests.
You can also set conditions for every appointment and assign them to the sales teams. There’s also the option of tweaking the pipelines.
If the appointments start to pile up, the software allows users to set buffer times between the appointments.
Businesses looking to showcase their brand can customize their scheduling page to their liking.
Embedding links to landing pages is possible on RevenueHero. It makes it easy for lead generation, especially on websites and social networks.
Calendar Management Features
Entrepreneurs can tweak their appointment distribution by assigning a suitable sales rep to each lead depending on custom-defined criteria like expertise.
The platform also has an option of shared calendar creation for all departments, where they can view all appointments.
Buffer times are an option that can be handy to the sales team for preventing overbooking and burnout.
Customers in different time zones can book appointments using their times since TimeHero converts automatically.
It comes in handy in mitigating miscommunication or any confusion. Now, for rescheduling or canceling appointments, RevenueHero allows entrepreneurs to create a button on the link that leads can use.
If they choose one of the options, RevenueHero sends an alert to both people on the status change through email.
The platform enables users to establish policies for both cancellation and rescheduling. This can be a cancellation fee or minimum period of notice.
The best part is that the platform integrates with Outlook and Google Calendar, where customers can sync their calendars with RevenueHero.
Automated Reminders and Notifications
Entrepreneurs can send appointment reminders to their clients within 12 hours, 6 hours, and more.
Not only that, you can enable a confirmation on the alert that requires the customer to reschedule or confirm their attendance.
RevenueHero alerts entrepreneurs when a new lead books an appointment or if they reschedule. It can be through SMS or email for any event.
The software also allows you to tweak the alert settings by defining the frequency or content. You can utilize RevenueHero templates to send reminders if you choose to.
The templates are customizable, where a sales rep can tweak the content in the SMS or email subject line to suit various appointments.
You can also opt to create a template from scratch and customize it to your liking.
Client Management and Communication
RevenueHero provides a secure database where businesses can store customer data.
The database collects all the leads’ information, including contacts, appointment history, and more. The platform also allows sales reps to add notes to the customer meetings for reference.
Not only that, sales teams can group the leads into categories and tag them. The platform also allows entrepreneurs to tag customers detailing their queries.
RevenueHero simplifies communication within the platform by having a chat that teams can use to nurture leads.
The platform also allows entrepreneurs to embed a pop-up chat on links for the customers to reach out.
User Interface and User Experience
The RevenueHero interface is modern and easy to navigate. The dashboard is the central hub with quick links to the features.
The platform has pop-ups and occasional notifications that help new users navigate through the platform.
The dashboard is also clean, and the experience on it is superb. Onboarding is also seamless because it provides instructions on setting up the software.
Integrations, Compatibility, & Supported Platforms
RevenueHero has pre-installed integrations with communication and collaboration platforms like CRMs, SMS, calendars, and more.
Entrepreneurs looking to add custom applications can also use the restful APIs that RevenueHero provides.
One thing to note is that it requires tech skills to use the API. Now, the software is web-based, and entrepreneurs can access it through a browser running on Linux, Windows, or macOS.
RevenueHero is also compatible with most systems, whether running on a desktop or mobile device.
However, the platform doesn’t have a mobile app yet that entrepreneurs can use to access the platform workflows.
RevenueHero offers phone and email as the only communication channels to reach support.
The support is decent, and responses can take up to 24 hours. One thing to note is the platform provides a dedicated representative to guide new entrepreneurs through onboarding.
The platform also provides educational resources through a blog that has 100+ articles that cover topics like growth, marketing, and sales.
RevenueHero also has a help center full of in-depth guides that entrepreneurs can use to understand the inner workings of the software.
RevenueHero also has social networks (X and Instagram), but lacks engagement.
RevenueHero – Unique Features
RevenueHero has some standout features, making it one of the market’s best appointment and scheduling platforms.
Besides the integrations and auto reminder features, here are 2 that make it unique.
Embedded meeting reminders
It is a feature that allows sales reps to add a button to the meeting links, where they prompt the lead to confirm, reschedule, or cancel an appointment.
It comes in handy in adding the needed context to appointments and strengthening the brand of the business.
Instant scheduling and qualification
RevenueHero has integrated with platforms like Marketo and Salesforce that entrepreneurs can use to capture leads through their web forms.
The platform also allows instant qualification of the lead and appointment scheduling with the right sales rep.
It is helpful in improving conversions.
What the Experts Say About RevenueHero
OnceHub has received positive feedback from experts and reviewers on G2.
- G2: 4.7/5 (65 reviews)
We were having issues with scheduling mix-ups where other softwares didn’t match a lead with the right sales rep. Plus, other calendar apps didn’t offer buffer options, which led to chaotic scheduling. Thankfully, RevenueHero did it well instantly, which eased the tension we were having with our clients. Not only that, the round robin distribution is top-notch and well balanced.Todd M, Senior Sales Admin – Verified G2 review
RevenueHero simplifies client appointment booking, and it integrates with HubSpot, which is remarkable. However, we found the platform fiddly with different time zones, which can confuse clients.Rachel P, Entrepreneur – Verified G2 review
We understand that not every entrepreneur will find RevenueHero the ideal appointment software.
So, here are the 3 best alternatives that offer comprehensive features that it lacks.
Appointy caters to various businesses in appointment scheduling. Entrepreneurs can manage their scheduling page by displaying their services, availability, and charges.
It also integrates with calendars, CRM, and SMS, similar to RevenueHero. However, the pricing model differs from RevenueHero.
Appointy has a free plan, and the paid package starts at $29.99 monthly. It makes Appointy fit businesses looking for a simple way to schedule appointments for clients with varying needs.
Doodle simplifies appointment scheduling by providing entrepreneurs with meeting polls and displaying time options to customers.
It comes in handy in streamlining appointment booking with minimal effort. Unlike RevenueHero, Doodle pricing is affordable, offering 4 packages.
The starter is free, and the paid plan charges $14.95 monthly per user. It makes Doodle fit businesses looking to schedule group appointments at an affordable price.
Calendly eases appointment scheduling through automation, similar to RevenueHero. Entrepreneurs can customize the appointment scheduling link to invite participants through email.
Unlike RevenueHero, Calendly has a simpler pricing offering 4 plans. The entry plan is free, while the paid plans start at $10 per seat monthly.
It makes Calendly suit businesses looking for a budget-friendly tool offering scheduling automation.
Getting Started with RevenueHero
RevenueHero is an excellent appointment and scheduling software for mid to large enterprises. It excels at allowing the embedding of meeting reminders to emails and landing pages.
It helps in the instant qualification and scheduling of lead appointments.
Is there a demo available for RevenueHero?
RevenueHero offers a demo of all its plans. Businesses can request a demo by reaching out to customer support through their website.
Is RevenueHero suitable for SMEs?
RevenueHero suits mid to large enterprises because of its cost and complexities. It provides advanced sales intelligence capabilities that SMEs with low sales won’t find helpful.
Can RevenueHero integrate with other softwares?
RevenueHero integrates with an extensive stack of platforms. They include Slack, Salesforce, Outlook, Google Calendar, HubSpot, and more.
RevenueHero is a pipeline acceleration software that instantly qualifies, routes, and schedules more booked meetings for your sales reps.
Product Brand: RevenueHero