Task management is one of the prominent features of mez eSoft CRM. Users with high-level authority can create tasks to manage business processes more effectively and assign them to the relevant teams or individuals. Thanks to this feature, workflows are tracked in an organized manner, responsibilities become clear, and team collaboration is strengthened.
The creation, assignment, and tracking of tasks; ensures processes are kept under control and serves as a critical tool that increases the overall efficiency of the company.
When a task is created, the details related to the task are specified and it is determined who needs to complete the task. Thanks to the ability to assign a task to multiple people at the same time, collaboration and teamwork become easier.
Depending on the nature of the task, priorities and responsibilities can be defined for the assigned individuals. In addition, the progress of tasks can be tracked instantly through the system, ensuring that processes are managed more transparently.
Created tasks can be easily tracked and managed through the system throughout the process. Task details can be enriched with notes and explanations; as the process progresses, this information can be updated and new data can be added. In addition, time limits can be set for each task to clarify completion times and ensure proper tracking. The prioritization feature organizes the order of tasks, making the workflow more efficient. In this way, tasks are managed both transparently and effectively, maximizing team performance.
Created tasks can be easily tracked and managed through the system throughout the process. Task details can be enriched with notes and explanations; as the process progresses, this information can be updated and new data can be added. In addition, time limits can be set for each task to clarify completion times and ensure proper tracking. The prioritization feature organizes the order of tasks, making the workflow more efficient. In this way, tasks are managed both transparently and effectively, maximizing team performance.
Task creators can attach files related to the task. These files can be in various formats, including Word, Excel, RAR, and Zip. This feature makes task-related documents and materials easily accessible.
After the task is completed, an evaluation can be conducted and feedback on the task results can be recorded with notes. This is an important step for managing workflow and increasing efficiency.
mez eSoft CRM provides the most user-friendly panel, serving all industries with ease.
Organize leads with form management and seamlessly transfer them to client records.
Verify incoming data, assign roles, and manage client information efficiently.
Manage interactions with potential clients to improve satisfaction.
Define permissions and access areas for each role with full flexibility.
Assign tasks, set priorities and deadlines, and track progress with ease.
Detailed reports for campaigns, financial tracking, and company performance.
Our priority is to meet the needs and expectations of our customers.
At Dmax Health, we would like to share the success we have achieved in medical tourism by using “mez eSoft CRM.” Thanks to this platform, we effectively manage the leads and forms we obtain through Facebook and AdWords.
D-MAX Health
Medical Tourism Agency
Hello, I am Prof. Dr. Abdullah Armağan. After we started using the mez eSoft CRM system, I observed a notable increase in efficiency in my clinic. The system offers user-friendly features that make my work easier, especially in calendar management and patient follow-up.
Prof. Dr. Abdullah Armağan
Urology Specialist
The system allows me to record in detail the information of patients added manually and access this data easily. It also greatly simplifies appointment planning, helping me organize operations in my clinic more effectively.
Doç. Dr. Erdem Güven
Aesthetic and Plastic Surgery Specialist
I’d like to share a few words about the services provided through the mez eSoft CRM system. This platform enables effective work on business processes and projects. We have a smooth experience in critical areas such as report tracking, calendar management, and monitoring patients coming from ads.
Op. Dr. Gokhan Serbes
Neurosurgery Specialist
Hello, I am Prof. Dr. Sevim Çakmak. Thanks to the mez eSoft CRM system, I can communicate with my patients more effectively and organize my clinical workflows. It also helps me track prospective patients from advertising campaigns more efficiently, allowing me to optimize my business processes.
Prof. Dr. Sevim Çakmak
Ophthalmology Specialist
The patient registration feature helps me make my workflows simpler and more efficient. For this reason, I prefer the mez eSoft CRM system to strengthen patient relationships and manage my general surgery practice more professionally.
Prof. Dr. Adem Dervişoğlu
General Surgery Specialist
Through Google Ads and Facebook campaigns, we can securely store prospective student leads in mez eSoft CRM. The system gives us great flexibility with its ability to categorize applications as thesis or non-thesis.
BBD Akademi
Barış Buğra Demir
Hello, I am Prof. Dr. Adalet Demir. Managing my thoracic surgery practice with the “mez eSoft CRM” system has been an incredible experience. For me, this platform is more than just a patient tracking system; it has become a powerful tool that helps me build a more interactive and personal relationship with my patients.
Prof. Dr. Adalet Demir
Thoracic Surgery Specialist
By tracking the leads and forms we obtain through Google Ads and Facebook within mez eSoft CRM, we manage our business processes more effectively. The system allows us to store patient contact information securely and makes it easy to reconnect with older data.
First Class Esthetic
Medical Tourism Agency
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