Appointment Manager
Ensure a seamless hybrid customer experience across all contact channels
Turn scheduled appointments into positive customer experiences
Let customers schedule appointments after business hours
with experts on specific products that customers are genuinely interested in (80% of customers schedule appointments after hours and on weekends)
Use the appointment booking widget on your digital channels
Convert more contacts into leads by enabling bookings through various contact channels: social media, email, and landing pages
Manage assigned customers and ad hoc traffic at the branch
Use our Timify Q customer queue management software to reduce wait times—both for walk-in customers and those who have scheduled an appointment
Help consultants prepare effectively for meetings
Easily integrate data with your existing CRM, ERP, and office software using plugins. Use the available data to provide a more personalized approach to customers—from the initial greeting to a successful product sale.
Recommend the most effective way for the customer to contact you
Use popular technologies—such as Teams, Zoom, Google Meet, and LiveBank®—to get things done efficiently and on time, without lines or frustrating wait times.
Personalized experiences and increased engagement
Improve your customer engagement strategies! Let's talk about how we can help you meet your KPIs
Complete Data Protection
Personal data is protected in accordance with: the highest security standards, the GDPR, and financial industry regulations.
Omnichannel Appointment Scheduling
Schedule individual or group meetings effortlessly from any point of contact, whether in-person or online.
Managing Multiple Locations and Branches
Manage multiple locations and accounts simultaneously using our branch management tool—we provide real-time visibility into all key performance indicators (KPIs).
Effective Resource Management
Use your resources—staff, equipment, and facilities—effectively and efficiently. Manage shifts and schedules, holidays, and sick days.
Personalized Booking Process
Customize the entire booking process to meet your unique business needs. Take advantage of customizable widgets in the RWD web app or the mobile app SDK.
Video Conferences
Schedule virtual meetings and screen-sharing sessions with the click of a button, choosing from video apps such as Teams, Zoom, Google Meet, and LiveBank.
The Potential of Customer Information
Leverage insightful reports from all your business locations to boost productivity and use data-driven resource allocation.
Seamless integration with existing systems
For CRM, HR, CC, and ERP; plugin interfaces with popular software and a universal REST API. In addition, the Timify Marketplace offers a selection of complementary apps, including Timify Q and a quick post-meeting survey.
International Availability
The software is available in 12 languages, including English, German, Spanish, French, Italian, and Dutch, and can be easily implemented in other languages. The system automatically adjusts to time zones.
Go beyond scheduling appointments and manage customer experiences!
The Appointment Manager's functionality goes beyond online reservations and allows you to
Manage Meetings in Financial Services
Appointment Manager is an enterprise-class solution that supports customer service across all areas of finance.
Retail banking
Business Banking
Corporate Banking
Leasing Services
Fintech
Digital Payment Services
Contact us
Leasing companies have different goals and priorities, but each one needs customized software for equipment financing.
Marcin Rabicki
Sales Director