Task and Funnel Manager
Every business should have this smart and efficient CRM (customer relationship management) tool. Our uniquely developed task and funnel web management tool will manage all incoming mails, and group in email address and correspondence date order, plus assign jobs and sales tasks to a pipleline funnel for easy and accurate assessment.
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Perfect for managers and staff to manage communication, tasks, and sales leads, all from one easy to use panel.
All personnel can enter and process their daily duties, the tasks can easily be updated for all management and authorised staff to view, update, make notation, print and email.
Watch and process your quotes through to the sale.
or enquire
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Assign jobs with completion dates and raise invoices from the time clock manager attached to the job. Don't miss charging time and assess how long the job actually took to complete. The same principal applies to sales leads and quotations.
This is not like the complicated customer relationship management (CRM) systems out there; it is an easy to use customer relationship management system and can have custom modules added to your specific application at anytime.
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Please note: For more information and assistance selecting the correct CRM system for you, please call our friendly consultants on 1300 66 85 85 or eMail us directly. |