DASHBOARD
See a snapshot of your upcoming appointments. See which users are setting appointments and what types are being set. Monitor which users are setting productive appointments and which ones may need a little coaching. You determine what information you need to know immediately. Your dashboard is your window into how well your financial services network is producing for you.
SCHEDULES
Once your users have set an appointment based on your preferences and your ever-changing availability, you’ll receive an email filled with imperative meeting information and your updated schedule will be automatically emailed to each of your users.
REFERRALS
When a new prospect or existing customer calls one of your partner agencies, that’s when Atluss takes over. The user opens your calendar, reviews your availability and right then, with the customer in front of them, books them on your schedule, complete with all the necessary information – name, address, phone, reason for appointment, etc. Instantly that slot is filled and you and your other users are notified. Block off your vacation. Immediately make your users aware that you’re taking the afternoon off. You control your calendar. No double-booking, no inefficient travel, no wasted time.
