No more scribbled notes

Calendar and Task Management

Your total diary manager

All reminders and tasks fall into your work queue and are one click away from the client record. Tasks can be automatically set based on stages in the work flow – easy.

Diaries can be personalised to track resources like engineers, jobs, training courses as well as people or services for all to see. Requests for authorisation are easy to operate and process.

In a nutshell…

  • Tools to help you easily set meetings, reminders, tasks, notes and more
  • Keeps you organised and working on the “high priority projects”
  • Pop-ups and reminders to make sure nothing slips under the rug
  • Managers can assign tasks to employees and help keep them on track
  • Tasks or calendar items can be automated to appear at a set interval after an event
  • Shared tasks and calendars allow you to see who is meant to be doing what when as well as what’s outstanding

Automate the boring stuff

Easily automate follow-ups and administrative tasks

Tasks can be automated and even default calendar requests sent to customers based on your rules, why waste time if you can automate!

You can also add or allocate tasks for members of your team so that it falls into their work ques to be actioned.

The only CRM with
100% Satisfaction Guarantee

Improve your business processes or your money back

We stand behind what we do, simply tell us the key aspects of what you need and we will guarantee that if you are not satisfied we will give you your money back. Ultimately we are confident that we will make what you want work, simple!