Task/Activity Manager Module

TASK and CALENDAR MANAGEMENT

Tasks and activities are linked into the calendar module and the contact module, allowing the user to easily cross reference workflow, company, contact name, task, deadlines, origination dates, and the person responsible for completion. A live status display indicates where a project is in process.

Once a transaction is confirmed with a PO from the client, the operations department can step in with order fulfillment. You track the client by project, whether that means a tangible product or a service performed by your staff and vendors. This level of customer focused service and the ability to create a seamless, start to finish transaction for your clients builds morale within your company’s environment and enhances consumer loyalty thereby increasing your customer retention.