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.
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.