Contact Management CRM

Passwords can be guessed, stolen and, above all, reused. If you use the same password for your email, an online store and AssisTime, a single leak is all it takes for a stranger to open your client records. Two-factor authentication solves this....

Your clients are in AssisTime, but your mailing list lives somewhere else? Every time you want to write to them, you have to export your contacts to another tool, manually remove the people who unsubscribed, then start all over again for the next...

AssisTime is constantly evolving! We work tirelessly to offer you a solution that fits your needs perfectly. Thank you to our users, thanks to whom we can keep improving the software over time! Here are some of the new features recently released:...

A preferred rate for your VIP clients, a reduced price for clients who bought a package, a student rate? With AssisTime, it's very easy: just assign a type to your clients and link a price to it in your products and services. 1 - Assign a type to...

How do you keep track of every exchange you've had with a client? Scattered files? Paper folders? AssisTime comes to the rescue! The client history lets you record all your exchanges with a client and find them anywhere, anytime. Accessing the...

Would you like to set aside certain time slots on your online appointment booking portal for your best clients? For example, keeping your Friday late afternoons for VIP clients only? You can do that with AssisTime! This article shows you how. 1 -...

AssisTime is software that keeps evolving! We love getting suggestions from our users, which help us improve the software over time! Here's what's new for June 2022: Tips You can now collect tips. To do so, turn on the option in your profile: Once...

Have you just started your free trial of AssisTime? Someone you know raved about how easy it is to use, but you don't know where to begin? Don't panic! AssisTime is easy to use, but it still takes a little while to get familiar with it. This article...

This question is, I believe, the most fundamental one for any business. It was also the question I was asked during my very first round of job interviews after graduating from university. I had successfully passed the first interview for a position...

Have you had a large clientele for a long time? Are you worried that entering all your contacts in AssisTime will be a huge job? Good news: AssisTime has tools to import your contacts in just a few clicks! In this article, you'll see how to use the...

Did you know that AssisTime can be used as a team? Professionals working under the same clinic can share their contacts and calendars to make day-to-day operations easier. Your employees can also have access to some AssisTime features. This article...

Want to send newsletters to your clients about what's new, your promotions or your tips? AssisTime gives you two ways to do it: directly in AssisTime with the Newsletter module, or by exporting your clients' email addresses to your favourite mailing...

Do you keep your clients' contact details in an Excel file? Or in a stack of business cards? Those methods have their limits. A file can be lost, overwritten or deleted, and your business cards aren't always within reach. Not to mention that there's...

Do you need to keep documents about your clients but find it hard to file them properly? Or worse, to find them when you need them? Did you know that AssisTime lets you attach these files directly to your client records? In this article, you'll see...

Do you need software to help you manage your business operations, but your budget is limited? Look no further! AssisTime was created to meet the needs of freelancers and small businesses. AssisTime's mission is to provide easy-to-use management...

Want to cut down on paper? Are you working toward a zero-waste lifestyle? AssisTime can help your business eliminate paper from its operations! In this article, you'll see how to use AssisTime to get rid of paper client records, paper invoices and...

Would you like certain important information to jump out at you as soon as you open a client record? For example, you're a massage therapist and you need to know that your client has an allergy or a particular physical condition before you start the...

Is your head cluttered with details to remember? So much so that you're afraid of forgetting something? Clear your mind and reduce your stress with AssisTime follow-ups! A follow-up is a dated reminder, usually tied to a client: calling a client...

Do you need to keep certain information in your client records, but the standard AssisTime record doesn't have the fields you need? No problem! Create your own custom fields for your client records! Create your custom fields To create your custom...

AssisTime's mission is to provide easy-to-use management tools that adapt to its users' operations, at a reasonable cost. What better way to convince you than a testimonial? Here is a testimonial from Michèle Grégoire, massage therapist at MassoZen,...