Benefits of using a CRM system
Smarter Calendar and Task Management Built Into Your CRM
Task Assignment
Assign tasks based on user roles. Set deadlines and follow priorities.
Calendar Management
Use shared calendars with customised filters. Reschedule with simple drag and drop.
Time Management Tools
Use built-in reminders for recurring schedules. Track time spent with employee time clocks.
CRM Integration
Link activities to contacts, deals, or service tickets. One view for customer history, deadlines, and assigned work.
Task and Schedule Management With CRM That Works Your Way
Plan and Schedule With Calendar Task Management
- Schedule meetings, calls, or reviews without conflicts.
- Add timelines and assign users based on roles.
- Set up recurring tasks and auto-reminders.
Track Team Workload in Real Time
- GPS-based field visibility for on-ground staff.
- Staff Monitoring Software that uses time clocks to log hours worked.
- Plan work shifts better and keep teams aligned with shared calendar views.
Customize Views, Templates, and Workflows
- Build activity templates for repeated processes.
- Customised Reports based on user or account.
- Dashboard views based on roles like manager, agent, or field staff.
Measure Output With User-Based Reporting
- Track activities by user, team, or client account.
- Get data to manage efforts, availability, and output.
- Analyse the delays and fix gaps, balance workload, and set goals.
Features of Our Module
Make the Best Out of Your Teams Time with Task and Management Schedule
Calendar Management
View all team activities in a shared calendar with color-coded events, reminders, and CRM-linked scheduling.
Event and Task Management
Schedule, assign, and track tasks or meetings with full visibility into deadlines, owners, and statuses.
Choose Exceptional Time Management Get High Productive Teams
Task Management CRM that manages schedules, plans tasks and tracks team’s time. Switch today to simplify schedules and control your calendars.
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