Increase conversion with faster & consistent communication
- Know prior communications, upcoming meetings, revenue generated, outstanding payments, even before receiving a call.
- Dazzle them by sending them an estimate or generate an invoice even while on call.
- Schedule & Share Meeting with your contacts and clients.
- Sell your product & services on the spot and instantly email them a sales receipt or just print it on your mobile / cloud printer.
- Multi-tag notes for rapid classification, marketing campaigns, search and categorized reports.
Provide personalized customer service faster
- Even before receiving a call, from the call screen know the total revenue your client generated, total outstanding, scheduled tasks, meetings and latest notes.
- Instantly find detailed communication and financial transaction history to better serve your clients needs.
- Send a pre-canned response from a previous note by email / sms, schedule a meeting if required, all while on call.
- Never again miss responding to a call, SMS or Email on time with intelligent tracking of unresponded communications.
Manage Accounting & Improve Outstanding Payment Recovery
- Create and track Estimates, Invoices, Payments, Cash Sales & Expenses from your Mobile.
- Use the Payment Outstanding Report to intelligently follow-up on a regular basis. Follow-up Outstanding payment even on support call with updated info on call screen.
- Keep on top of financial health of your business with Revenue & Expense Reports and 54 more real-time business reports on mobile. Optimize your lead targeting & efficiency with time spent report.
Collaborate with your assistant in real time
Relaso One provides unique 1+1 collaboration. A subscription for your mobile allows you and your trusted assistant / secretary to access your data in real time from the web.
- Your assistant can see your tasks and meetings, and can schedule new tasks and meetings for you, instantly updating your mobile device and sending appropriate notices to you.
- Sitting maybe hundreds of miles away, your assistant is immediately made aware of your missed or ignored calls and can follow them up without any delay.
- View your tasks, call notes and tags and accordingly send brochures and fulfill the orders you generated.
- Using the web application, your assistant can very easily conduct targeted SMS or Email marketing campaigns to microsegments, filtered in real time and with multiple tagged selections.