Management Modules

Project Management

  • Create project plans
  • Set start and due date for a project
  • Assign milestones to a project
  • Set start and end date for a milestone
  • See at a glance if your project is on track
  • Assign a project manager to oversee a project
  • Assign a separate person to oversee individual project milestones
  • Record tasks required to complete a milestone
  • Assign tasks to individuals
  • Set priorities for project tasks
  • Users can list project tasks by priority
  • Attach files to a project

Case Management

  • Track customer service, technical support, customer complaints and similar incidents
  • Integrate your service, sales and support emails directly into cases
  • Holds a chronological record of all correspondence
  • Automatically assigns a unique case number for every case
  • Built in spam filter
  • Prioritize issues according to critical or urgent factors
  • Set a due date with CRM dashboard integration
  • Record the classification of each case
  • Fully customizable classifications
  • Full HTML formatting abilities for recording correspondence
  • Copy and paste from emails with preserved formatting

Contact Management

  • tore comprehensive information on your customers and contacts
  • Centralise your customer database for sharing with staff members
  • Quick search system to get customer information fast
  • Easily search for company links when entering contacts
  • Categorise contacts by regions, referral sources, and many more search criteria
  • Fully customisable contact and address types
  • Set a preferred contact method and address for each contact
  • Easily see all contacts belonging to a company including information on the last contact with each customer

File Attachments & Uploads

  • tore comprehensive information on your customers and contacts
  • Centralise your customer database for sharing with staff members
  • Quick search system to get customer information fast
  • Easily search for company links when entering contacts
  • Categorise contacts by regions, referral sources, and many more search criteria
  • Fully customisable contact and address types
  • Set a preferred contact method and address for each contact
  • Easily see all contacts belonging to a company including information on the last contact with each customer

Shared Calendars

  • View calendar information by month
  • View calendar information by week
  • “Quick Add” a calendar item for the current day with 1 click
  • Fully customisable calendar item types
  • Set particular appointments as public (visible by all users) or private (visible only by owner)
  • All day classification for calendar items
  • Set a subject and detailed notes on appointments
  • Easily set reminders for calendar appointments
  • Combined calendar with appointments, projects, milestones and events
  • Create customised calendars by grouping users into calendar filters (eg: executive staff calendar, sales team calendar, etc)

No Comments Yet.

Leave a comment