The meeting scheduler streamlines appointment setting, reducing administrative overhead. Additionally, Topline OS’s unified inbox consolidates communications, allowing for efficient management of client interactions and responses in one central location. This integration is particularly beneficial for consultants managing multiple clients and projects.

Topline OS has robust automation features to help executives scale personalized communications across multiple channels. Use Smart Lists and integrated email to ensure and    SMS to keep stay front of mind with key contacts. Send physical mail like thank you letters and personal notes at scale or even automatically trigger sends from other activity tracked in Topline. 

Executive leaders are ‘always on’. Topline OS gives you more control over your professional life, all while ensuring opportunities are not missed. Stop giving away your personal phone number by creating a business phone number that seamlessly forwards to your mobile device via the Topline App. Set up a simple IVR phone system to route phone calls when you are unavailable or use our US based phone answering service, Topline 24/7, for a customized personal workflow.  

Topline OS includes easy to manage partner affiliate and commission tracking for Executives in advisory or network roles who are managing formal or informal referral agreements. Create personalized links to track referrals and manage associated commissions and payments.