Tasks
Assign and manage tasks in the simplest way possible!
CRM Runner provides some great CRM tools for making sure you are keeping on top of all of your tasks. It can help with organizing your workload and making sure you never miss any information. The objective is to have a “360-degree view” of the customer, with all your communications in one place. Your team can view the latest correspondence, putting an end to duplication and time-wasting phone calls or meetings.
How can CRM Runner help you manage the tasks?
- Create a project and assign employees to it.
- Set up timeframes for each task.
- Set the level of priority for each individual task.
- Each task has a chat room where you can add files and communicate.
- Employee can report an issue that needs to be addressed.
- Each task has clock in/out option to track time per task for future billing.
- Projects progress bar will indicate if your project is on track or behind.
- Add tags to each task for easy search in the platform.
