Appointments

Supercharge your scheduling

Boost sales team efficiency with PSI’s appointment management feature. With our simplified scheduling and streamlined workflows, you’ll never miss an opportunity to sell.

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Streamline your schedule, maximise results

Feature

Cross-Team Scheduling

Assign appointments to individuals, teams, or groups for seamless collaboration.

Feature

One-click workflows

Launch workflows directly from the appointment view, with a single click.

Feature

Effortless organisation

Switch between daily, weekly, or monthly calendar views for optimal scheduling.

Feature

Sync to your calendar

Give the customer more control by facilitating signatures on their own device.

Feature

Intelligent forms

Save time with automatic data population from previous callbacks.

Feature

Capture every opportunity

Manage incomplete and overdue appointments to stay on top of follow-ups.

Seamless scheduling starts here

Behind every PSI solution is domain expertise formed over years of working with leaders in the energy, telco and charity sectors. PSI’s appointment management features slot effortlessly into your current sales process, minimising disruption and maximising results.

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