CRM – Tasks

The Business Manager 365 CRM allows for a salesperson to receive tasks from other employees, but also create tasks of all kinds for employees. Those tasks can be scheduled and tracked to completion and will be displayed on the employee’s dashboard. If the task is scheduled to be completed on a specific date, it will be displayed on the scheduling dashboard and will reserve time for that task to be completed.

Customer Relationship Management Module

See How It Works

Sign up for our no obligation demo and see first hand how Business Manager 365 works. Give us a call at 877-284-5733  or use our form below to see a demonstration.

Service technician using Business Manager 365 on a tablet