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Activity Management

Knowing what needs to be done, when it needs to be done, and what was done before is vital to keeping a business running smoothly. You can easily schedule and then record notes on all of your calls, meetings, and tasks, creating Follow-ups with a full history in just one click. Never miss a deadline with OpenCRM’s reminders and notifications. Visualise your and your team's day-to-day schedules with OpenCRM's Calendar Module.

Activities

Look at it differently

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.

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, or black when the due date is set for the future.

Do it all from one simple menu, no hassle

Create an email whilst working on an Activity. Open a new Opportunity during the same call or update the records without having to click away.

Any new or crucial information such as lead status or updated email address can be added easily.

Reschedule or reassign Activities to colleagues, even in bulk.

Calendar

Never Forget

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.

Snapshot view

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.

Delegate and notify

Need to set up an Activity for a colleague?

Just create the Activity (call, meeting or task) and assign it to them. 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 view, helping you keep on top of activities that you have asked others to complete.

Clever

Clever

Got a question? Get the answer. Call, email, or LiveChat with one of our sales team to find out how OpenCRM can help you.

Flexible

Flexible

Check out how OpenCRM can be easily tailored to fit the needs of your business by experiencing all seven of our demo personas.

Familiar

Familiar

Purchasing a CRM is all about finding the right system to fit your budget. See for yourself how competitive our prices are.

Advanced

Advanced

Ready to put OpenCRM to work for your business? With just a few clicks, you’ll be able to get started on your new system today!

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Address

HQ:
Software Add-ons Ltd
(OpenCRM)
1 Battalion Court
Colburn Business Park
Richmond
North Yorkshire
DL9 4QN
United Kingdom
Tel:
+44 (0)1748 473000
Fax:
+44 (0)870 125 5962
Skype:
OPENCRM_UK
Reg #:
England & Wales 05387424

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