Prospera ERP Suite · Productivity Cloud

Time, well booked.

Shared calendars show who is free. Meetings link to the customer and the deal, and customers book a time online without the back and forth.

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Set up by our teamOn the same record as your booksMultilingual and multi-currency

A sales manager in a hotel lobby confirms the next tasting with the food and beverage manager, the calendar on her tablet

Productivity CloudOne place to talk and plan Team inboxEvery conversation, one inbox Calendar and bookingsTime, well booked Calls and call loggingKnow who is calling

Shared calendar

See the week before you plan it.

Each person's calendar can be shared with the team, so everyone sees who is free and who is with a customer.

Sample: a shared week calendar with customer visits, internal meetings and online bookings

Team availability

Find a time that works for everyone.

Linked to the deal

Customer meetings sit on the opportunity.

Reminders

A reminder before every meeting.

Online booking

Let customers pick the time.

Share a booking page. Customers see your free slots and book a meeting, and it lands in the right calendar.

Sample: a public booking page for a coffee tasting next to the week's bookings

A booking page

Share the link on your website or in an email.

Real free time

Only open slots from your team's calendars are shown.

On the customer record

Each booking lands with the customer.

Meetings

One meeting, everything attached.

Create the meeting from the deal, invite the customer, and book the room in the same step.

Sample: a new meeting created from an opportunity, with attendees and a free room selected

Room included

Pick a free meeting room as you plan.

Invites sent

Your team and the customer get the invite.

History kept

The meeting stays on the deal's timeline.

Planning made plain.

Six details that keep every week in order.

Smart scheduling

Find a time from everyone's free slots.

Teams and Zoom

Online meetings carry their link.

Meeting-driven sales

Every meeting moves the deal forward.

Shared calendars

One calendar for the team, one for each person.

On your phone

Your day in the CloudOffix app for iPhone.

Meeting rooms

Book a free room with the meeting.

Questions.

Can customers book a meeting online?

Yes. Share a booking page and customers pick a free slot. The meeting lands in the right calendar and on the customer record.

Do meetings link to deals?

Yes. Meetings are linked to the opportunity and the customer, so they stay on the timeline.

Can we book a room with the meeting?

Yes. Pick a free meeting room as you create the meeting.

Does it work with Teams and Zoom?

Yes. Online meetings can carry a Teams or Zoom link.

Plan the week in one place.

Book a demo and we will set up your calendars and booking pages with you.