Manage Tasks With Ease
Whether its a Meeting, Call, Sales Lead, Event or a general reminder, our CRM Task Management module does the work for you.
- Easily Create Tasks
- Assign To Individuals or Teams
- Email Task Reminders
- Set Priorities and Status
- Set Tasks against Accounts and Contact
- Set Tasks against Events, Products and Assets
Create tasks easily and allocate them against your Accounts, Contacts, users or Teams, even against Events, Leads and Opportunities! With Email reminders and Alerts so you never miss a thing. Customise Task types with the fully customisable drop-down menu options. You can even flag Tasks as important or private.
Create A CRM Task
Tasks are created in your Flibble CRM Calendar which also integrates seamlessly with Microsoft Office 365 Calendar and Google G-Suite Calendar. This allows you to view, edit and add Tasks and reminders from any device, with full synchronisation in-between.
Tasks can be created against an Account or Contact and then assigned to any CRM user or Team. The user or team receives a notification email to let them know that they have been assigned a Task. If reminders are set, they will also receive email reminders before and on the due date.
It's worth a mention here; you can also create Tasks against Sales Leads, Opportunities, Events, Campaigns and more. Follow-up Tasks on-the-fly, how good is that?!