WealSmart CRM
C$6,450.00
C$8,450.00
Add To Cart
C$715.00
C$1,095.00
Discover the magic of streamlined scheduling with the WealSmart Appointment Add-on, the ultimate tool that slots into your WealSmart CRM like a puzzle piece, making your business run like clockwork. This isn't just another calendar; it's a bridge connecting you and your clients, ensuring every meeting is set without a hitch. From clicking to booking, every step is a breeze, giving you more time to focus on what really matters – growing your business and wowing your customers. Take control of your day with a simple, yet powerful add-on that brings all your appointments under one roof. Wave goodbye to the back-and-forth emails and missed calls. With the Appointment Add-on, you can glide through your day with notifications that keep you on track and feedback tools that let your service shine. It's the smartest move for any business looking to boost efficiency and impress clients from the get-go. Jump in now and turn every appointment into an opportunity with WealSmart!
Make Planning as Easy as Pie with WealSmart Appointment Add-on
The magic wand for juggling all your meetings, playdates, and big deals - it's like having a super-smart friend who never forgets!
Ever wish you could have a superhero buddy who keeps track of all the fun stuff you've planned? That's what the WealSmart Appointment Add-on is like! It's a super clever tool that helps mommies and daddies in their businesses to make sure they never miss a soccer game or a coffee chat again.
Just like how your fridge at home is the go-to spot for your family's calendar, WealSmart has become the big fridge for businesses, holding all the important dates and times for meetings, parties, and more. It works with other tools that grown-ups use at work, like Google Calendar and Outlook, so everything is in one place.
And the best part? It's really easy to use! Even if you're just learning to tie your shoes, WealSmart is as simple as matching your socks. Plus, if someone needs to talk, there's a special button they can press to ask for a callback. Neat, huh?
Are you ready to see this cool tool in action? See how it all works!
Piece of Cake with WealSmart!
Whether it’s a tea party or a big-kid meeting, organizing is as fun as a game of tag with the WealSmart Appointment Add-on.
Easy-Peasy Planning:
Just like planning an after-school hangout, WealSmart Appointment Add-on lets your mom or dad arrange all their business meetings without breaking a sweat. No more mix-ups or forgetting when to meet; it's like having your own magic diary that remembers everything for you!
Everyone Joins the Fun:
Whether it's Sue from next door or a new friend across the sea, adding people to your playdate—or business meeting—is just a click away. And guess what? You can even pick a color for your playdate like you pick for your drawings, so you know it's going to be super fun!
No More Oopsy-Daisies:
Oops! Forgot you had a dentist appointment? WealSmart keeps track of that so that grown-ups won't schedule a work thing at the same time. It's smart enough to know when you're busy, just like your buddy who knows you can't play when you have homework.
Chat Before the Party:
Want to remind your friends about the snacks they need to bring? WealSmart lets you send quick hellos and reminders to everyone coming so no one forgets the cookies!
Smiles All Around:
After everyone goes home, you can ask your friends if they had fun. WealSmart does that, too, by letting businesses ask their customers how cool the meeting was, making sure everyone leaves with a big grin!
Ready to turn business meetings into a breeze? Tap the "Start 30-Day Trial!"
Key Features of Appointment Add-on
Just like a superhero’s utility belt, the WealSmart Appointment Add-on has all the cool gadgets to help your business run smoothly!
1. Magical Meeting Maker:
Imagine if you had a magic wand to organize all your playdates and parties with friends. That’s what WealSmart does for businesses! It makes sure no one forgets when to get together.
2. Chit-Chat and Check Marks:
Want to have a video chat like on your parent’s phone? You can invite your friends to a Google Meet and even send them a special message – it’s a piece of cake with WealSmart!
3. Remember the Good Times:
Ever wish you could remember every fun thing you did? This WealSmart add-on keeps track of all the good times, even if they happened a while ago.
4. Let's Do It Again!:
Just like your favorite games, some playdates you want to have over and over. This add-on lets businesses plan meetings that happen again on their own.
5. Buzz for a Callback:
Ever wanted to ask your friend to call you back? Now, businesses can get a buzz when someone wants to talk to them again.
6. Your Very Own Coloring Book:
When you plan something, you can color-code it – just like in your coloring book! This helps you see what kind of meeting is happening at a glance.
7. Don’t Miss the Bus:
The WealSmart Appointment add-on is like the school bus – it reminds you where you need to be so you’re never late!
8. Your Special Notebook:
Write down your secret notes about your friends in a notebook. Well, WealSmart lets businesses do that for each meeting.
9. Star of the Show:
After the meeting, businesses can ask, "Did you have fun?" just like asking your friends if they enjoyed the playdate.
10. Put It Everywhere:
Just like putting your drawings on the fridge and your bedroom wall, you can put the link to set an appointment on lots of websites and social media accounts so people can see when they can meet you.
Ready to have the coolest playdates for your business? Click 'Learn the Magic'
Integrate and Elevate Your Marketing with the Appointment Add-on
Imagine your business as a busy beehive. Your workers are the bees, and your customers are the flowers they visit. Now, think of the WealSmart Appointment Add-on like a super-smart GPS that tells your bees exactly where and when to find the best flowers.
When you add this smart GPS to your beehive's tools, something amazing happens. Your bees know just where to go without buzzing around in confusion. They visit more flowers in less time, making them happier and more productive.
In simple words, by putting this add-on into your WealSmart CRM, which is like the brain of your beehive, you make everything run smoother and smarter. Your customers will feel like they're the most special flowers in the garden because they get the attention they need exactly when they need it.
It's not just an extra piece of equipment; it's a magic wand that turns your regular appointments into a garden of opportunities, helping your business grow big and strong.
Get the Appointment Add-on Now
Start a super easy and smart adventure to make your business shine bright! With this add-on, every meeting is a piece of cake, making your work fun and your customers super happy. It's like having a magic button that helps everyone find the perfect time to chat, play, or do things without any mix-ups. So, let's hit the road to success together!
Start 30-Day Trial
WealSmart CRM pricing garden
At the WealSmart CRM pricing garden, you'll find three colorful flower pots, each with its own special seed that can grow your business!
- For $99 a month, the Starter Pack seed gives you a cute little garden with two helpers and 20 new friends to meet.
- The Pro Pack seed for $129 a month grows a bigger garden with 15 helpers and 500 new friends.
- And for the biggest garden, the Enterprise Pack seed at $299 a month lets you meet unlimited friends and comes with 100 helpers!
Plus, you can try any garden for 30 days to see which one you like best. Just click "Get Started" if you're ready to plant or "Ask a Question" if you want to learn more.
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