Getfly CRM enables businesses to manage appointments efficiently by automatically assigning tasks to responsible staff. Once a meeting is scheduled, the system sends in-app notifications to employees and automated SMS reminders to customers ahead of time.
The “Appointments” dashboard displays all scheduled tasks by time. This feature supports sales teams in organizing calls and meetings efficiently, minimizing conflicts. Employees can easily create, adjust, and drag appointments to fit timelines. Managers can oversee the entire team's schedule, gaining visibility into all appointments for better monitoring and coordination.
With built-in automation features, managers can set up SMS or email reminders whenever a new appointment is created. Getfly CRM ensures no important task is missed by notifying assigned staff and stakeholders immediately upon creation.
Appointments can be created directly from the customer profile page. You can easily define the meeting time, customer, and relevant stakeholders. This saves time and reduces manual scheduling efforts. Once set, the system automatically sends reminders to both employees and customers before the meeting occurs.
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