Increase conversion with faster & consistent communication
- Know prior communication, upcoming meeting, revenue generated, outstanding payment, even before receiving call
- Dazzle them by sending them an estimate or generate an invoice even while on call
- Schedule & Share Meeting with other users like Microsoft Outlook™
- Sell your product & services on the spot and instantly email them sales receipt or just print it on your mobile / cloud printer
- Multi-tag notes for rapid classification, marketing campaigns, search and tag-wise reports
Provide personalized customer service faster
- Even before receiving call, from call screen know total revenue your client generated, total outstanding, scheduled task, meeting and latest note
- 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 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, can also schedule new tasks and meetings for you which is updated on your mobile and you are duly notified.
- Sitting maybe hundreds of miles away, (s)he is immediately aware of your missed or unresponded calls via the cloud and follow it 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, (s)he can very easily conduct targeted SMS or Email marketing campaign to micro-segments filtered in real time with multiple tag selection.