Assistant.to Reviews & Insights

Our Sales team uses Assistant.to to communicate with our clients on a daily basis, we like this application as this provides us with historical data of our clients.
Also, it being web-based has helped us greatly during this pandemic as all our staff was doing WFH, this helped us to keep our business going without any issues

The main scenario that we use is our sales team communicating with the client and at the same time coordinating the client inputs with our support team so as to complete the project without major obstacles, along with maintaining reports and data for the process

Assistant.to is well suited for anyone working with a large number of clients at once who need to schedule multiple meetings. If those clients do not have a background in online scheduling, then using this tool may not be the best solution. Assistant.to is a great tool for quickly scheduling meetings with options across 3 days, but for those wanting more flexibility you may want to consider Calendly.

As part of our standard install on our employee machines, we have Google Apps and install Assistant.to on all machines. It is a very simple way to embed a calendar into an email allowing our sales and client success to easily solicit appointments with their clients. We have found it incredibly easy to use and set up, moreover, we have found it easy to get clients on a calendar when you send them a simple link to click vs. sending the "Please let me know a few times you're open". I highly recommend this solution, especially since you can start free.

[It's well suited for] any organization that has scheduling needs, especially outside of your company. This tool allows you to quickly and easily set up appointments for customer service/client success calls and demos for a sales team. In the end its simple integration with Google Apps makes it a must-have for many small to medium size businesses.