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Fintech SaaS

Can we integrate our sales calendar so demos get booked automatically during setup?

Avi NashVP of Growth

For Fintech SaaS

Yes. Voksha connects to Google Calendar, Outlook, or Calendly during setup, and once connected it books qualified demo requests directly into your AE or founder's calendar in real time on the call, rather than taking a message for someone to follow up on later. For fintech SaaS specifically, this closes a gap that costs real pipeline: a prospect evaluating three or four vendors for a lending platform, payments infrastructure, or compliance tool typically books demos with whichever vendor responds fastest, and a callback promised for tomorrow often means that prospect has already scheduled with a competitor by the time you reach out. During setup you specify which calendar to sync (individual AE calendars, a round-robin pool, or a single SDR's calendar for initial qualification calls before handoff), what qualifying information should be captured before a slot is offered (company name, role, use case, current vendor if replacing one), and what buffer or availability rules to respect, such as not booking within the next two hours or only offering slots during specific working hours across time zones. Because fintech SaaS prospects call from time zones ranging from US business hours to Hong Kong or Singapore evenings, Voksha's 24/7 availability combined with calendar sync means a prospect calling at 2 AM Eastern can still book a demo slot for the next available business-hours opening rather than reaching voicemail and moving to the next vendor on their list. This calendar piece of setup typically takes five to ten minutes once you know which calendar and booking rules to use.

Yes. Voksha connects to Google Calendar, Outlook, or Calendly during setup, and once connected it books qualified demo requests directly into your AE or founder's calendar in real time on the call, rather than taking a message for someone to follow up on later. For fintech SaaS specifically, this closes a gap that costs real pipeline: a prospect evaluating three or four vendors for a lending platform, payments infrastructure, or compliance tool typically books demos with whichever vendor responds fastest, and a callback promised for tomorrow often means that prospect has already scheduled with a competitor by the time you reach out. During setup you specify which calendar to sync (individual AE calendars, a round-robin pool, or a single SDR's calendar for initial qualification calls before handoff), what qualifying information should be captured before a slot is offered (company name, role, use case, current vendor if replacing one), and what buffer or availability rules to respect, such as not booking within the next two hours or only offering slots during specific working hours across time zones. Because fintech SaaS prospects call from time zones ranging from US business hours to Hong Kong or Singapore evenings, Voksha's 24/7 availability combined with calendar sync means a prospect calling at 2 AM Eastern can still book a demo slot for the next available business-hours opening rather than reaching voicemail and moving to the next vendor on their list. This calendar piece of setup typically takes five to ten minutes once you know which calendar and booking rules to use.

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