Calendar Management

Simplify how you track activities, keep all of your important business related Calls, Meetings and Tasks in one place, make life easier not more difficult.

With the ability for you to select which Calendar view you want to see by default and have this set as the landing page when you first login, you will never miss an important activity again. Share a colleagues calendar and collaborate as a team, delegate activities to other users or share them to collaborate to complete tasks together.

Set reminders for Activities so that you get prompted when a task is due, even when you are on the road. View the calendar in Daily, Weekly, 5 Day and Monthly views, managing default settings for your Calendar yourself, you decide which activities you want to display and how. The quick view panels let you see other important information including Leads that are new today, Sales Orders that are due to expire or Invoices that need paying and need a follow up call.

Need to set up an Activity for a colleague, that's easy, just create the Activity (Call, Meeting or Task) and assign, they will be notified of the activity being set up for them and it will appear in their Calendar, you can also track the activity through a shared Calendar view or by looking at your Delegated Activity list, helping you to keep on top of Activities that you have asked others to complete.

OpenCRM allows you to track what needs to get done, allowing you to focus on giving your customers and prospects your full attention.