Configure your calendar to simplify coordination across teams and time zones. Synchronize events between Alvyo CRM and external apps for improved efficiency.
Calendar management is the process of prioritizing and scheduling activities like events and tasks to achieve optimum productivity within a set time limit.
Get a desktop or mobile notification or a reminder on the Actions page when an activity is due. Snooze or reschedule activities as needed.
Manage all your events from one screen by syncing them with Google Calendar, Office 365, and other calendar apps.
Whether working with leads, contacts, or deals, create activities that automatically link to the related record so that task information is on hand when it's time to work on it again.
Tailor your calendar to your needs. Customize the date format, time zone, default view, etc., for ease of use.
Review all the scheduled tasks and events for the current day, three days, a week, or even a month effortlessly.
Use the Quick Create shortcut to create events swiftly from any screen, and avoid navigating to the Events screen every time.
Access relevant event details like start and end time, status, etc., from the Calendar View. Post the minutes of the meeting or even leave comments on the event record if needed.
Edit task specifics granularly from the Calendar View. Slide through pages to see future tasks and their details like status, subtasks, start date and time, and more.
Manage events swiftly with One View. Get insights on all contacts attending the event, the right people to contact, and the related records to the event in a comprehensive view.
Breezway consolidates and automates its business processes with Alvyo, resulting in YoY sales growth.
Pactia uses Alvyo Workflows to automate its sales process to save time and focus on the more important tasks.
GB Advisors customizes its CRM experience using Alvyo to scale up its customer base exponentially.