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Online Booking for
IT Portfolio Management

Efficient scheduling is critical for IT Portfolio Management businesses, where time-sensitive project discussions and resource allocations are key. Breely takes the hassle out of managing appointments by automating scheduling workflows, reducing no-shows with integrated reminders, and streamlining communication. Enjoy optimized operations and focus on delivering exceptional portfolio management for your clients.

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Visionary IT Solutions

Step 1 of 3

Portfolio Analysis Consultation

A dedicated session to assess and align IT portfolios with strategic business objectives, ensuring optimized performance and value from IT assets.

Resource Allocation Workshop

A robust workshop to evaluate and assign IT resources efficiently across multiple projects to meet organizational goals.

Breely Scheduling for IT Portfolio Management

Maximize your IT Portfolio Management efficiency with Breely’s smart scheduling platform. Automate appointment booking for consultations or resource planning sessions, and keep your client engagements on track with integrated reminders. Breely simplifies the administrative burden, so you can focus on driving innovation and strategic alignment in your IT portfolios.

Improve IT Portfolio Management workflows with Breely’s all-in-one scheduling tool. Easily book and manage meetings for portfolio reviews, collaborate seamlessly across teams, and keep schedules aligned with real-time updates. Save time, reduce no-shows, and provide an elevated service experience to your clients.

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Features

Breely’s features, such as automated scheduling, integrated reminders, and client management tools, allow IT Portfolio Management businesses to save time, allocate resources more effectively, and maintain professionalism. Real-time booking ensures minimal disruptions, while customizable workflows enhance operational efficiency and foster improved client satisfaction.

Scheduling

  • Booking for 1:1 appointments
  • Group classes, events, and workshops
  • Book staff and other resources like seats, lanes, bays, and more.
  • Booking for multiple staff, locations,and time zones

Design

  • Design beautiful forms, scheduling, and messages
  • Personalize colors, themes, and more to match your brand
  • Integrate directly into your website

Messaging

  • Send text messages & emails
  • Automate messaging to deliver the right message at the right time

Integrations

  • Connect to Google, Apple iCloud, and Microsoft 365
  • Embed directly into your website
  • Integrate with thousands of other apps via Zapier
  • Developer tools for custom integrations

Forms

  • Collect information from clients at any point
  • Gather leads, enrich scheduling, collect follow-up info, and more
  • Advanced customization and conditional sections for the perfect experience

Automation

  • Automate any workflow
  • Trigger based on events from forms, scheduling, and more
  • Re-engage lapsed clients, convert leads to customers, and provide delightful tailored messaging to clients
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