Setting Appointments - Following up with your Leads!

Save Trees, and time with our Web Based Calendar

Paper calendars are an obsolete tool in today's fast passed and on the go business world.   Home Office Pro and its calendar are completely web-based. The calendar can be viewed from any internet-ready computer or hand held device anywhere in the world. The built in Calendar allows the scheduling of both business tasks and non business tasks, so your members will never schedule their next presentation at the same time as an important personal event causing them to miss the presentation. No more cancelled meetings or calls due to scheduling conflicts! Your calendar will even give both the member and the prospect a friendly reminder of their meeting or call.

 


Setting Appointments Has Never Been Easier!

Home Office Pro walks your members through every step of the appointment making processes.  It allows them to take notes about the appointment and send email reminders you have preset for them with one click of their mouse.  Say good bye to the sticky-notes and the bulky day-planner that have been weighing both you and your business down. Keeping detailed notes automatically about each individual contact means your members will be using professional methods of contact relationship management without even knowing they are doing it! 

 The appointment system keeps track of when a contact was last called, if the call was successful or unsuccessful, and helps determine the best time for your member to try calling again. Unlike other CRM systems Home Office Pro does the tracking for you so maintaining a detailed history is no longer a tedious task; now its automatic!

 

Easily Manage Your Day to Day Tasks

Home Office Pro comes with a built in To-Do List feature.  This feature allows the user to quickly assign themselves tasks, reminders, and organize the things they need to get done throughout the day. 

Keep track of everything from undated actions with contacts, such as sending promised documents, to personal reminders, such as picking up a package from the post office.

Tasks can be created quickly with descriptions, and then edited or completed later by simply checkmarking a box.  The completed tasks will always be available for you to go back and review if you need to. 

 

 

The Information your Members Need is Always at Their Fingertips!

EMPOWER and ENCOURAGE Your Members

Home Office Pro encourages the follow through and follow up of appointments by making them a visual part of your Control Panel.  Your daily tasks welcome you on the home page and the user interface make completing tasks simple and quick. 

Make Missing Appointments a Thing of the Past!

Email reminders to your PC or Handheld Internet device keep you on top of your important appointments.  Home Office Pro helps to keep your members on time and on task!

 

View Their Progress with our Scoring System

Your members can track their efforts with our enrollment score system! Home Office Pro automatically tracks their contacts from Prospect to Business Builder, giving them information such as how many phone calls they made, how many presentations they set and how many members they enrolled. They can quickly discover which part of their campaign is resulting in membership, as well as what part of their campaign may need some improvement. Members can call and discuss their enrolment score with their mentor as mentors are able to view their members enrollment scores through their control panel.



 


scheduler, call schedule, web based calendar, task list, task management, to do list, follow-up, leads management, notes, note taking, history