Switching from Gong to Schedly
Gong's enterprise pricing is increasingly hard to justify for small and mid-market teams that primarily need AI call notes and action items. Schedly delivers the core meeting intelligence features — call notes, talk-time analytics, action item extraction — plus integrated scheduling at a fraction of the cost. Here is how to make the switch.
Complete migration guide
Follow these steps in order. Each takes 2–5 minutes.
Audit which Gong features you actually use
Before switching, list the Gong features your team uses regularly. If your list is: call recordings, transcripts, AI summaries, and action items — Schedly covers all of these. If your list includes Salesforce pipeline forecasting and rep coaching scorecards, evaluate whether those are truly used or just available.
Most SMB sales teams use Gong for call notes and action items — the expensive features go unused.
Create your Schedly account and configure team access
Sign up at schedly.io. Add your team members. Configure round-robin scheduling if you want prospects to book directly with available reps.
Set up meeting intelligence for sales calls
Enable Schedly Video for prospect calls and demos. Configure your note format — the default AI summary covers meeting content, decisions, and action items automatically.
Connect your CRM
Connect HubSpot natively or Salesforce via Zapier. Configure the data flow so Schedly call notes and action items sync to deal records automatically.
Test a few call records before running full team calls to confirm the CRM sync is correct.
Run a pilot with your team
Have one or two reps run calls through Schedly Video for two weeks. Compare note quality, action item extraction, and CRM sync to what Gong delivered. Get team feedback before full rollout.
Full team migration
Once the pilot is validated, migrate all team prospect calls to Schedly Video. Share your Schedly booking link in outbound email sequences, LinkedIn, and your website.
Cancel Gong at renewal
Cancel your Gong contract before the next renewal date. Export call recordings and transcripts you want to retain from Gong's data export tools before the account closes.
What transfers — and what doesn't
A clear-eyed look at what moves to Schedly and what you'll need to handle manually.
What you gain by switching to Schedly
90%+ cost reduction
Gong at $1,200+/user/year vs Schedly Pro at $24/month. For a 5-person team: $6,000+/year vs $288/year.
Scheduling included
Schedly replaces your scheduling tool alongside Gong — one subscription instead of two.
No minimum seat requirements
Schedly has no minimums. Scale up or down freely.
Watch out for these migration gotchas
Gong's enterprise features don't transfer
If your team depends on Salesforce deal forecasting, pipeline risk alerts, or rep coaching scorecards — these are Gong-specific enterprise capabilities. Evaluate your actual usage before switching.
Export call history before contract ends
Export recordings and transcripts you need for legal, compliance, or training purposes from Gong's data export before your contract ends.
The Gong to Schedly Switch: A Realistic Assessment for SMB Sales Teams
Gong is genuinely excellent enterprise software. Its Salesforce integration, pipeline forecasting, and rep coaching capabilities are best-in-class for large sales organizations with dedicated RevOps teams. The problem for SMB and mid-market teams is that they are paying enterprise prices for features they do not use. A 5-person sales team primarily uses Gong for call recordings, transcripts, and AI summaries — capabilities that represent a fraction of what they are paying for.
What You Get With Schedly at $24/month
Schedly delivers: scheduling so prospects can book calls directly, Schedly Video so calls run in one platform, AI call notes the moment every call ends, talk-time analytics showing rep-vs-prospect speaking ratio, action item extraction for every commitment made on the call, and a one-click debrief email to send the prospect before you have closed the tab. For most SMB sales workflows, this covers the complete meeting intelligence use case.
Making the Decision Honestly
The right question is not 'is Gong better than Schedly?' — for enterprise sales, Gong's capabilities are deeper. The right question is 'does my team actually use the features that justify Gong's price?' If your team uses call recordings, transcripts, and action items — and the pipeline forecasting features collect dust — the ROI case for staying on Gong is weak. Schedly is not trying to be Gong. It is trying to be the right tool for teams where Gong is overkill.
Common migration questions
Related Schedly resources
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