Customer Task Manage Module For Perfex CRM
Note: This is a module for Perfex CRM.
Not a standalone script.
Customer Task Manager is a complete resolution designed to streamline enterprise workflows by enabling the creation and administration of sequential duties.
With this module, you possibly can predefine duties that have to be carried out in succession, assign them to particular crew members, set durations, and decide their order of execution. These process teams could be saved as distinct workflows, permitting you to design numerous processes tailor-made to completely different situations.
Once a workflow is assigned to a buyer or lead, it initiates robotically, progressing by every process within the outlined sequence. As every process is accomplished, the following one begins with out handbook intervention. Upon the completion of all duties, the workflow is marked as “accomplished,” guaranteeing a seamless and environment friendly course of administration expertise.
Key Features:
- Flexible Workflow Creation: Define sequential duties with particular assignees and durations to fit your enterprise wants.
- Automated Task Progression: Tasks start and conclude robotically primarily based on the predefined order, decreasing handbook oversight.
- Customer and Lead Integration: Easily assign and handle workflows for particular person clients or leads, enhancing personalised service supply.
- Real-time Status Monitoring: Track the progress of workflows and duties in real-time, guaranteeing transparency and well timed completions.
Enhance your operational effectivity, increase buyer satisfaction, and maximize crew productiveness with the Customer Task Manager module.
Username : demo@demo.com
Password : 1234
