Benefits of using a personal CRM software and how best to...
A personal CRM (customer relationship management) software is a tool that can help you manage your personal…
All-in-one software for consultants and small businesses
Appointments | Client Management |Â Marketplace | Video Conferencing | Staff ManagementÂ
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Customers
Bookings
Let your prospective clients or mentees book a meeting with you without having to go to and fro. We cater to all modes online, client location or at one of your choosing.
Launch a marketplace for your company/team of service providers. Be it healthcare practitioners, coaches, consultants or real estate agents.
Video conference can be automatically setup using Google Meet for your online appointments or meetings.Â
Utilise a powerful solution to track prospects and clients through the sales process. Your staff can also use the same platform. Record client specific updates.
Manage staff members in terms of the services they provide, clients and their availability. You can either let your staff manage or centrally control their operations.
Reduce no shows by reminding clients of upcoming bookings through Google Calendar or through latom email updates.
Request for and receive ratings / reviews for the services you provide. Share these with visitors to your profile and leverage them to get more business.
Integrating with key technology platforms is key and we offer the same. Google Meet for video conferencing and Google Calendar for calendars. Many more to be added soon.
Collaborate with others or work independently. Get reminders for when projects or tasks are due.Â
The Android app version of the platform integrates with the online web application, so you are always connected with your clients and team. Additional features on the mobile app include:
While booking, and CRM are also available on the android app, these additional features will be available on the web, soon.
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Download Latom for your Android phone or use the web application for free.