What is YouCanBook.me
YouCanBook.me is a simple scheduling tool that helps you manage appointments and meetings with your customers, directly online. YouCanBook.me is a highly professional tool that allows you to automate your business events.
Benefits of using YouCanBook.me
YouCanBook.me is fully customizable. You can easily personalize your booking page with your brand colors, integrate it with your calendar, while customers’ time zone is automatically detected by the software. By connecting YouCanBook.me with your favorite business tools like Microsoft Outlook, Gmail or iCloud calendar, your customers can select the available times and days to book you.
Why should I use YouCanBook.me
With YouCanBook.me you never miss a business meeting: your customers will get their notifications and reminders when it’s time to meet, while you focus on what matters for your business. You can set up recurring events or customize your week, define the duration of a meeting and appointment padding, follow up your customers with emails and text messages. Moreover, you can have access to the platform through PC, mobile devices and tablets, wherever you are, 24/7, and manage the availability of your entire team in just one place.
What is UGRU Financial CRM
UGRU Financial CRM is a financial CRM that offers the best financial planning software for advisors. UGRU Financial CRM includes features like sales force automation for contact and account management, marketing automation, accounting, and operations.
Benefits of using UGRU Financial CRM
The marketing automation function helps you build solid customer relationships and keep in touch with them automatically without manual effort. The accounting and operations functionality eliminates the double or quadruple voice with a central database. Thanks to this, it simplifies the billing, the follow-up and the evaluation of the health of your company. Sales automation for contact and account management helps manage individual customers and large accounts.
Why should I use UGRU Financial CRM
Finally, the sales automation function offers components such as contact management, forecasts, and sales pipelines. The contact management function acquires and organizes all the detailed information for each potential customer, supplier, and collaborator.
LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.
Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over 370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.