Task Management Tools

Enhance team coordination with flexible ….. Watch demo

Enhance team coordination with flexible, mobile-friendly task management. Ensure follow-up, keep track of upcoming and overdue tasks, schedule appointments, balance workloads and more — anytime, anywhere.

View outstanding tasks at a glance | Adjust your itinerary on the fly

View outstanding tasks at a glance

See all tasks applied to an entry, opportunity, customer, service case or campaign in the activities tab. Prioritize upcoming appointments and activities in a single “hotlist” view. Make items stand out with color-coding or unique icons.

Adjust your itinerary on the fly

Get flexible task management that lets you freely set and adjust deadlines and task priority. Carry forward uncompleted tasks to another date. Re-assign tasks to a colleague and send them an email notification.

Track progress towards your goals | Automated activity plans

Track progress towards your goals

Track every call, task and email and ensure your team follows up. Automatically log call date, time, duration and recipient. Keep tabs on overdue tasks.

Automated activity plans

Ensure teamwork and completion by deadline with automated activity plans. Customize a plan with unlimited tasks and reminders, and apply it to any address book entry, user, service case or opportunity.

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Maximizer will faithfully remind you to make that call back that leads to signing a new client. I sleep much better at night knowing that even if I’ve snoozed a few tasks, Maximizer will remind me to get on top of it in the morning.

BRIAN PLEET Founder, Strategico Marketing Group

All-Inclusive CRM Software. One Simple Price.


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