Powerful CRM: a single user view with all tasks, emails and SMS messages

A single user view of each person’s workload

All activities, including tasks and appointments, as well as replies to emails and SMS messages, can be viewed at a glance so users know exactly what they need to focus on next. They can also receive alerts via email to remind them about important upcoming tasks, ensuring nothing is ever missed with a single user view.

Plus, users can filter their single user view dashboard to see scheduled tasks for a particular date, or view past and future activities as and when they need to. Where permitted and where necessary, they can also view other account users’ dashboards too.

Create and schedule tasks and events

Users can create tasks to schedule things like call backs and reminders, and events (tasks with end time) for appointments, meetings and all day events, for example.

When creating a new task, they have the option to use the current time and date as a default, define a specific time and date, or speed things up by choosing from a list of pre-defined scheduling options.

Add a message or description to a task

Users can add a custom message or description to their tasks (e.g. ‘Call Mrs Smith back to check if she would like to go ahead’), or insert a pre-defined auto-text option instead, as shown below.

Traffic light system 🚦

We use a colour-coded icon system to indicate task priority:

• Red – overdue
• Amber – due soon
• Green – upcoming

In addition, users can prioritise the tasks that are most important to them, which will highlight them and place them above other tasks on their dashboard.

They can also defer tasks if they wish, choosing from pre-defined deferring options – much quicker and easier than editing them manually to reset the time and/or date.

Redistribute tasks

If a member of your team leaves the company, is off work or is no longer the best person to deal with a lead, you may wish to reassign that user’s task(s) to another user or group. Our redistribute tasks feature allows you to do this with ease, with the option to do so in bulk should you need to.