CRM system and task management
Advance to CRM and task management system
This way you can manage tasks, clients, and interested parties easily and efficiently.
Operation options also from the app
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Only 150 NIS per month
Unlimited users!
Advantages of a CRM system
Sending tasks to an external calendar
You can send yourself or your clients an invitation to an event in an external calendar.
The invitation to an external calendar is sent by email.
הצגה של משימות בציר הזמן
Each task is assigned a due date. Each time the task status changes, the due date is updated again. This way, you can see all tasks that are overdue.
Innovative and easy-to-use interface
An innovative interface brings ease and convenience of use with lots of design flexibility.
The system is available both from a desktop computer and from a mobile application.
Contact management
A contact management system allows you to capture lists of contacts or interested parties in Excel for further processing. Each contact has many fields for their description, address, origin, and purpose.
Determining task steps
Different topics are established, with steps for handling each topic determined.
As treatment progresses, the stage is updated.
A management report that allows you to see tasks according to treatment stages.
Organizational synchronization
מערכת CRM מסנכרנת בין כלל עובדי הארגון ומשימותיהם.
לכל עובד קובעים משימות והמנהל יכול לראות מלמעלה את כל המשימות של העובדים וסטטוס הטיפול בהן.
CRM system options
CRM management in the app
The big advantage is the ability to manage CRM in the application as well.
An easy-to-use interface allows for mobility with the ability to update tasks, add photos to a task, and view a timeline.
צירוף קבצים
A CRM system can also be used as a document management and retrieval system.
Documents and images are uploaded to each task without receipt. Document versions can also be managed by making an old document inactive.
Setting tasks
Assign tasks to each employee. Managers can see tasks for specific employees assigned with manager permissions.
You can receive an Excel spreadsheet with a list of interested parties along with a task for each one.
Management reports
Management reports allow both employees and managers to view their tasks in two ways:
1. Tasks by contact
2. Tasks on a timeline by topic
Contact management
A contact management system allows for the capture of contact data from Excel with a wide variety of descriptions, such as:
Name, telephone, cell phone, address, general description, company, origin, ID or passport, etc.
Each task has the option to be sent as an invitation to an event in an external calendar, by sending it to an email.
The software automatically offers to send an invitation to an external event to the user's and the client's email.