Task and Activity management help ensure nothing falls through the cracks and your customers are getting the attention they deserve.
Simple Activity Management
Clarity CRM helps you manage all your team’s activities. Centralizing tasks and to-do’s with customer information makes it possible for managers to work quickly using one simple management tool. Keeping track of all your tasks and activities within one centralized location is the best way to ensure that nothing falls through the cracks and your customers are getting the attention they deserve.
- Stay on top of all your tasks and to-do’s
- Schedule tasks and meetings for other users
- Create custom activity types and categories that fit your work environment
- Send email blasts directly from your activities list to efficiently send brochures or follow up after an event
- Import your activities from Microsoft Excel
- Categorize your activities for unique reporting requirements
- Access your activities offline to stay productive while disconnected
- Synchronize your tasks and meetings with Microsoft Outlook
- Set up activity reminders
- Print a to-do list
- Export your activity information to Microsoft Excel
- Run out-of-the-box activity reports or create your own custom-tailored reports to track employee productivity