Activity Management

Know what needs to be done, when it needs to be done, and what was done before with OpenCRM’s Activity management.

Activity Management

Custom views

Set up custom views of your data, driving you towards the information that is important to you, when it is important and see which Activities are pressing/overdue.

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.

Easy reminders

Set reminders for Activities so that you get prompted when a task is due, even when you are on the road.

Snapshot view

The quick view panels let you see other important information including, new Leads, expiring Sales Orders or due Invoices.

Delegate and notify

Set up an Activity for a colleague by simply assigning the Activity (call, meeting or task) to them. They will be notified by email of the Activity being set up and it will appear in their calendar automatically.