In module Activities you have a full history of the relations with your contacts, including the planned activities. Adding this information to your contacts will help meeting the challenge of integrating and managing the whole life cycle of your customers and contacts – perfectly and effectively.
When creating an activity, the system allows entering a responsible employee and deadline. Even more, you could set the priority of the activity, activity status and additional notes.
Similar to module Contacts, in module Activities the users are able to design their own custom fields. In addition, they can also attach any electronic documents like the sent offer, technical specification and other supporting documents.
- Assign tasks to contacts
- Assign a responsible person for execution of each task
- Track the status of each task
- Possibility to assign one task to many contacts /plural or multiple tasks/
- Definition of projects and campaigns
- Filter tasks by projects
- Fast search by major fields
- Tools to create complex filters with more than one condition
- Save and name filters in case of further use
- Predefined filters available for each user
"The goal as a company is to have customer service that is
not just the best, but legendary."
