 Manage daily tasks effectively to ensure all action items and deliverables are completed on schedule with Maximizer CRM. Set-up follow-up to-do’s with staff and clients, whether it be making the next call, completing a proposal, or sending a follow-up email.
- Manage your tasks effectively and ensure nothing is missed
- View your upcoming activities at a glance with more flexibility to see and prioritize tasks as you like
- View account or lead information related to the task to sort as you like (i.e. sort by zip, phone or stat to prioritize calling by time zone)
- Work effectively with colleagues and assistants by assigning tasks to others
- Plan a series of tasks with Action Plans to a consistent set of best practices and ensure nothing slips through the cracks
- Use Action Plan templates to manage projects, sales activities, or lead follow-up processes
- Synchronize with your task list in Outlook and then to your mobile device
- Print your daily task list to your daytimer
- Leave it to Maximizer to prompt you about task deadlines
Phone 1-800-804-6299 or e-mail for more information or to request a demonstration. |
