Task

Day after day, the work is under control.

The CRM system provides a thorough task overview, enabling effective management and organization of tasks. Users can create tasks, assign them to other users, and monitor their progress with efficiency. Customizable categories allow for precise adaptation to specific needs. Tasks can be filtered by status, due date, and type, facilitating targeted prioritization. Integration into the activity documentation ensures seamless integration and traceability of all relevant information.

Functional Scope

  • Task overview

  • Creating and assigning tasks

  • Tracking

  • Individually configurable categories

  • Filtering by status, due date and type

  • Integration within activity documentation

Arrange a free conversation with our experienced consultants.

Contact

Packages

Base

Persons & Organizations

Calendar

Administration

Territory Management

Task

Attributes

Activities

Professional

Reports

Offline

Selections

Time on Territory

Expenses

Multichannel

Frequency planning

Personal Interaction

Personalized Email

Promotional Material

eDetailing

Phone Interaction

Premium

Order Entry

Events

Coaching

Medical Requests

Video Interaction

Campaigns