CRM Software Appointments

Contact Management Appointments

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Customer Appointments

The Appointments View shows all the appointments for a 6 week period or a 1 week period so you can easily see which dates are free for making new appointments.

You can choose to show appointments for all people or for a selected person.

Appointments for specific person

Each appointment is on a separate line and you can double-click an Appointment to easily get to the relevant customer record. Scroll bars are shown where appropriate so you can easily see all the Appointments for a given day and get to the full details for each Appointment.

CRM Appointments

Creating an Appointment

When creating an appointment you can easily see the existing appointments and click a date to select it as the start date for the new appointment.

You can assign an appointment to one or more specific people in your organization or you can leave the default where all people will see it.

The appointments functionality can also be used to book Rooms or Boats or other items that are booked by the hour or by the day - see Room Booking Software

Appointments can also be linked to a Job if you are using Jobs to manage your work.

Outlook Appointments and Shared Calendars

If you tick the Create Appointment In Outlook checkbox, the Appointment is also created in Outlook. If you assign the Appointment to a person that has an Email address stored (check in People->Maintain People) and Outlook is set up for Calendar Sharing, the Appointment is created in that person's Outlook Shared Calendar. A reminder can also be specified.

Create Appointment Outlook

Recurring Appointments

You can create Recurring Appointments that recur every day, week, month, year, 2 weeks etc. For example you can create Appointments for Recurring Service Visits every 12 months rather than having to create each Service Visit Appointment manually.

Appointment Reminders

You can create Appointment Reminder Letters at the click of a button to print with an Envelope or Address Label. Or you can create a Appointment Reminder Email to send straight to the customer. Or you can create Appointment Reminder SMS Messages at the click of a button.

Appointment Reminder

Reminders

You can also set Reminders including Recurring Reminders. For example you could create a Reminder to call a customer every 12 months to agree a date for the yearly Service Visit rather than automatically creating an Appointment.

CRM Create Appointment

Today View

Also, on the Amphis Customer Today View you can see Reminders for Today (or any date you specify) including Appointments, Tasks, Quotes and Invoices you need to create, Emails you need to send etc.

The Today View is customizable so you can display just those Reminders that are relevant to your business.

The Appointments and Tasks can be shown just for Today (or the specified day) so you can concentrate on Tasks and Appointments for a single day, or they can be shown for the whole week.

CRM Appointment Reminders

Amphis Customer CRM Software



More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

Web and Mobile access to your CRM Data

For information on Web and Mobile access to your CRM Data including using iPhone, iPad, Android, Mac, Windows Phone and other phones and tablets, see Web and Mobile access to CRM Data.

Web CRM Software

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