AssisTime is ideal for the individual user as well as for those working with several colleagues.
If your user group is large enough, you will receive an additional discount on your subscription!
Every client and every prospect followed through to the end: the history, the next follow-up and the right email, all in one place.
1-month free trial · No commitment · Support in English and French
A prospect to call back on a sticky note, a client's history buried in your inbox, a quote you forget to follow up on: without follow-up, opportunities slip away. AssisTime keeps every relationship up to date and reminds you what to do, and when.
Contact types, tags and custom fields: organize your prospects, clients and partners your way, then filter your list in one click. Import your current contacts from an Excel or CSV file.
Schedule the next call or email in the client's file: the follow-up shows up in your calendar and on your home page until it's done.
Log your calls and meetings; appointments, invoices and sent emails are added on their own. Before you call a client, you know exactly where things stand.
Introduction, quote follow-up, thank-you: write your emails once, then send them from the client's file in a few clicks. They're kept in the client's history.
A follow-up note a few days after a meeting, a message to a client you haven't seen in a while, birthday wishes: set up your automatic emails once and they go out at the right time.
Is your calendar synced with Google Calendar or Outlook? For an online session, the Google Meet or Microsoft Teams link is created and added to the appointment, and your client receives it with their confirmation.
Contact management, with follow-ups, email templates and the calendar, is included in the base plan: $10 per month. Online booking or invoicing can be added for $3 per month each (plus tax, 12-month commitment). The first month is free, no credit card required.
It's a tool that brings together your clients and prospects, the history of your conversations and your next follow-ups, so no opportunity falls through the cracks.
Contact management and the calendar are included in the base plan, at $10 per month (plus tax). Each added module, such as invoicing or online booking, costs $3 more per month. The first month is free.
Yes. Import an Excel or CSV file and match its columns to AssisTime fields. Duplicates can then be detected and merged.
Yes. Files are shared among your company's users, according to the type of access you give each one. A discount applies to groups of several users.
Yes, with the Newsletters module: your mailings go out from your contacts, with unsubscribe and statistics. It is added to your subscription based on the number of emails sent.
AssisTime is ideal for the individual user as well as for those working with several colleagues.
If your user group is large enough, you will receive an additional discount on your subscription!
Check the modules you want: $3 each
Referral program also available!
Prices for a 12-month commitment. Monthly payments also available (additional fee of $1 + tax per month).
Gather all your customers' information in one place!
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Create your invoices, enter your expenses, generate your reports in just a few clicks!
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