Task Management in a CRM is the management of upcoming activities and tasks associated with any lead, deal or a contact in order to close an opportunity. This task can be a follow-up call, a meeting, lunch with the client, presentation with the prospect or can be anything related to your customer relationship.
Create Tasks for Leads, Deals and Contacts
Get Timely reminders to close tasks
View Upcoming tasks on Calendar
View Overdue tasks on Calendar
Review completed tasks
Analyze the activity history for deal win/loss drilldown
Reassign tasks among sales team
Visually organize tasks in Kanban board
Organize Contacts, Record history and improve relationships.
Seemlessly Capture, Nurture and Qualify leads to deals.
Track your opportunities from stage of initial contact to deal closure.