Activity & To Do List Management
Keep ahead of what needs to be done, using custom views of your data and the familiar To Do List making sure you don't miss any important event or task.
Record all of your business Calls, Meetings, Tasks and Notes in one place, making it easier to find what you need, when you need it. Never miss an important call again, have the system remind you even when you are on the road.
Within OpenCRM you can set up custom views of your data, driving you towards the information that is important to you, at a time when it is important
Easily create follow up activities, when an activity is due easily complete the task and then create any follow up activity from one screen. Create an email whilst working on an Activity or open a new Sales Opportunity during the Call, update or create new records on the fly, including adding crucial information such as lead status or updated email address
Reassign activities to colleagues, even in bulk, amend certain details with a single click, such as the status of an activity. Activity views allow you to easily see which activities are overdue, dates are displayed in red when the activity is overdue, green when the due date is present and black when set for the future.
Search for Activities using any of the data held on the record. Want to find all Activities that relate to a specific Contact? easy, or need to see all Activities that a colleague completed last week? no problem. Managers and principles can get a 360 degree view of activity within their team or business.