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Built for accounting firm acquisitions

Private scheduling for confidential deals. Both sides mark their hours, the buyer’s lead picks one time, and everyone gets their own private invitation.

Listing A17 · Private intro for Buyer B204
Private link

Select a date & time

45 min · Video call · Listing A17

November 2026
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Tuesday, November 10
Works with the tools everyone already usesGoogle Calendar invitesOutlook invitesHubSpotPrivate video calls
The problem

Does Thursday work?1d

Finding a shared time

Several sellers and buyers, separate calendars, days of back-and-forth.

CC:
0 recipients
Seller and buyer can now see each other’s details

Keeping it private

Buyers and sellers shouldn’t see each other’s names, firms or emails before they meet.

intro_tracker.xlsx
Edited by Taylor · just now

Knowing where it stands

Status lives in inboxes and spreadsheets instead of one shared view.

How it works

01 · Seller link

Sellers mark their hours

Everyone on the seller side paints when they’re free on a private weekly grid. Those hours are held in their calendars as tentative holds.

Listing A17 · Central time
Mark your hours
MonTueWedThuFri9:009:3010:0010:3011:0011:3012:0012:30
2 of 3 required Saving…
02 · Buyer link

Buyers mark theirs

Invites go out automatically when you add a buyer. Each person marks hours inside the seller side’s, and sees teammates’ hours shaded so it’s easy to line up.

Buyer B204 · 1 of 2 responded
Mark your hours
MonTueWedThuFri9:009:3010:0010:3011:0011:3012:0012:30
YouTeammateSeller unavailable
03 · Pick

The lead picks one time

Once every required person has responded, the buyer’s lead gets “Pick your intro time” and chooses one time from the overlap. Optional contacts never block a time.

Listing A17 · 45 min · Video call
Pick your intro time
Tue
6
Wed
7
Thu
8
9:30 AM
10:00 AM
10:30 AM
Book this time
04 · Booking

Booked instantly

The pick locks right away and the seller’s hold becomes the meeting in place. First come, first served: a booked time is no longer offered to other buyers.

First come, first served
Buyer B204
Tue 6, 10:00 AM
Buyer B311
Tue 6, 10:00 AM
Seller hold turned into the meeting
05 · Invitations

Separate, private invitations

Everyone gets their own invite and private video link. Sellers see “Buyer B204”, buyers see “Listing A17”. Names are revealed only on the call.

Seller invitation
Private introduction
With Buyer B204
Tue, Oct 6 · 10:00 AM
To: seller team only Join
Buyer invitation
Private introduction
Listing A17
Tue, Oct 6 · 10:00 AM
To: buyer only Join
Same meeting, separate invitations
Shared recipients Neutral reference Private events
After the booking

The original time holds until a new one is set

Nobody is left without a meeting. The old slot is released only once the replacement is confirmed.

OriginalStill booked
Tue, Jun 9 · 10:00
ReplacementAwaiting
Fri, Jun 12 · 11:00

Reminders that go to the right people

Buyers are reminded the day before and an hour before. Sellers get one digest at 8am. Every invite carries “Can’t make it” and “Reschedule” links.

10:00
until the reminder goes out

Know who actually met

Join and leave times from every call become an attendance record.

0minutes together
Sam ParkerJoined 9:58
Robin LeeJoined 10:00
Alex ChenJoined 10:01

Everyone sees their own time

Every attendee sees times in their own zone.

Chicago
10:00
New York
11:00
London
16:00

Optional people never block

Only required attendees decide the overlap. Optional contacts join if they can.

RequiredResponded
RequiredResponded
OptionalNo reply yet
Ready to pick a time

Tentative holds that become the meeting

Seller hours sit in their calendars as tentative holds. When a buyer books, that hold turns into the meeting in place, so nothing gets double-booked.

Seller calendar · Tue, Oct 6
9:30 AM
10:00 AMTentative hold · Listing A17
Integrations

A deal reaching your HubSpot stage arrives in Caly, ready for your team to add buyers. Confirmed meetings reach each person’s Google or Outlook calendar as their own private invite with a video link, and progress is noted back on the deal.

HubSpot
Calendar invites
Video
Email
Privacy

Every part of Caly shares the minimum, with each person and nobody else.

How we protect your deals

Separate invitations

No shared recipient lists. Sellers see “Buyer B204”, buyers see “Listing A17”.

Invite-only access

Brokers sign in with a one-time code sent to their email. Sellers and buyers use their own link, and a firm can ask for a code there too. No passwords.

Private, revocable links

Each person’s link is signed, expires, and can be replaced in one click.

Encrypted connections

Zoom and HubSpot tokens are encrypted at rest.

A complete record

Every email, invite and change is logged with who and when.

No recordings

Caly never records meeting audio or video.

Start with a few active listings.

Name a pilot owner and pick your first listings. Your first sellers get their links the same day.