FAQs

Appoiint replaces the need to use separate tools for:

• Appointment scheduling (replaces Calendly)
• Video calls (replaces Zoom)
• AI meeting notes and summaries (replaces Otter.ai)
• CRM and pipeline management (replaces HubSpot)
• Helpdesk and live chat (replaces LiveAgent)

Instead of paying for five separate subscriptions, everything is included in one platform.

Yes. Meetings take place in Appoiint's built-in video room. There is no need to connect external tools or send separate video links.

Participants simply join the meeting directly in their browser.

No. People you invite to a meeting do not need an Appoiint account. They can join the video call instantly using the meeting link, without signing up or downloading anything.

The idea is to remove friction and make the process smoother.

Yes. Appoiint works entirely in the browser. There are no apps to download and no updates required before a call.

Yes. Appoiint meeting rooms can be customised to match your brand. This includes colours, layout, and visual elements, so your meetings feel consistent and professional.

Appoiint offers an optional AI assistant that can be enabled for meetings. When enabled, it can:

• Transcribe the conversation
• Create meeting notes
• Generate a list of action items

This helps reduce manual note-taking and follow-up work after calls.

No. The AI assistant is optional and can be enabled or disabled per meeting, depending on your preference.

Yes. Appoiint supports both individual users and teams. Teams can manage shared availability and run meetings across multiple people using the same platform.

Yes. Appoiint integrates with popular calendar platforms to keep availability up to date and prevent double bookings.

Appoiint offers simple pricing based on your requirements. Most users save over 75% compared to paying separately for Calendly, Zoom, Otter.ai, HubSpot, and LiveAgent.

Full pricing details are available on the pricing page.

Appoiint uses end-to-end encryption and fully secure practices to protect meeting data and user information.

Yes. You can try Appoiint by joining a live open room to experience the video call and meeting flow before creating an account.

Yes. Appoiint includes a full CRM with three core modules:

• Pipelines — a drag-and-drop Kanban board for tracking deals through customisable stages. You can create multiple pipelines, see total and weighted deal values, and monitor average velocity.
• Leads — capture, qualify, and convert leads into opportunities. Track lead source, score, and status as they move through your funnel.
• Opportunities — manage active deals with value, probability, expected close date, and stage tracking. Filter by status, stage, assigned user, or value range.

Pipelines use a visual Kanban board where each column represents a stage in your sales process. You drag deals between stages as they progress.

Each pipeline shows key metrics at a glance: total deals, total value, weighted value (based on probability), and average velocity. You can create multiple pipelines, clone them, and set a default.

Yes. The CRM follows a natural workflow: capture a lead, qualify it, then convert it into an opportunity that enters your pipeline. Every meeting note and interaction is linked to the contact, so you have full context when a lead becomes a deal.

For many teams, yes. Appoiint's CRM covers pipelines, leads, and opportunities — the core of what most small and mid-size teams use HubSpot for. The key advantage is that your CRM is directly connected to your scheduling, video calls, and AI notes, so there's no manual data entry or switching between tools.

Enterprise teams with complex marketing automation may still need a dedicated CRM alongside Appoiint.

Yes. Appoiint includes a built-in helpdesk with two tiers:

• Tier 1 — Live Chat: Real-time customer support with a live chat widget. Agents can manage their status (available, busy, away), accept chats from a waiting queue, and use canned responses for common questions.
• Tier 2 — Ticket Management: A full ticketing system for tracking support issues. Create, update, and resolve tickets with priority levels, status tracking, and threaded conversations.

Live chat uses real-time WebSocket connections for instant message delivery — no polling or delays. When a customer starts a chat, they enter a waiting queue. Agents see the queue count and can accept the next chat in priority order.

During a conversation, agents have access to canned responses for common situations (welcome greetings, asking for more info, escalation messages, etc.), and can view the customer's full history.

Yes. Because scheduling and video are built into the same platform, a support agent can escalate a live chat to a face-to-face video call, share their screen for troubleshooting, and schedule a follow-up — all without leaving Appoiint.

Yes. Appoiint includes a built-in knowledge base where you can publish help articles organised by category and difficulty level. Customers can search for answers, browse popular articles, and provide feedback on whether articles were helpful.

There's also a video library for publishing help videos and tutorials.

For most teams, yes. Appoiint's helpdesk covers live chat, ticket management, knowledge base, and video tutorials. The key advantage over LiveAgent is that your helpdesk is integrated alongside scheduling, video conferencing, AI notes, and CRM — so agents have full context on every customer without switching tools.