No callback gets lost on a sticky note again.
Tasks are linked to the contact, the company or the customer. You see them on the record and collected in the sidebar. A follow-up can appear as an appointment in your calendar.
In active developmentThe CRM is still growing. Tasks are in place and in use.
Where you see your tasks
- On the recordOpen a contact, a company or a customer and the open tasks are right there.
- In the sidebarAll tasks in one place, without opening each record individually.
- In the calendarA follow-up from the CRM can appear as an appointment in your calendar, without another tool. Via CalDAV also on phone, tablet and computer.
Related
Want to know when the CRM is ready?
Tell us what you need in your sales process. We will get back to you, show you the current state and add your wishes to development.
0173 644 22 17