Custom views
Set up custom views of your data. This will drive you towards the information that is important to you, when it is important and see which Activities are pressing/overdue.
Activity Management
Know what needs to be done, when it needs to be done, and what was done before with Open CRM’s Activity management.
Do it all from one simple menu
Open a new Opportunity, new Email and update the linked records during the same call without having to click away.
Add new information such as lead status or updated email address easily. Then just add your notes on the call and click save. Activity management that lets you stay focused.
Easy reminders
Set reminders for Activities. That way you get prompted when a task is due, even when you are on the road.
Colour coding also instantly shows you which Activities (and Opportunities) need to get done today, which should have been done yesterday, and which are in the future. This lets you start to prioritise your day at a glance.
Snapshot view
The quick view panels mean that, from within your Calendar, you can see your schedule, your To Do list, and the records from other modules that need your attention. This includes new Leads, expiring Sales Orders, due Invoices, and so much more.
These snapshots elevate the Calendar from simple task or activity management to a CRM hub.
Delegate and notify
Set up an Activity for a colleague by simply assigning the call, meeting or task to them. It will appear in their Calendar automatically and send a notification so there’s no excuses for not seeing it.
From your Calendar, you can then filter to view your various team members’ schedules. This way, you can see who is free or how busy someone is going to be in the coming days.