Event and Calendar Management

Event and calendar management is an important tool that facilitates companies’ processes of planning, tracking and managing events. The Google Calendar integration offered by mez eSoftCRM makes calendar management even more effective.

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in mez eSoft CRM

Event and Calendar Integration

With this integration, users can synchronize their calendar in CRM with Google Calendar. This allows to update meetings, events and other important dates simultaneously between both platforms.

For example, a company’s sales team can create appointments for customer visits or presentations within mez eSoft through the Google Calendar integration. These appointments are automatically synchronized both in the calendar within CRM and in Google Calendar, making it easy for the team to track their appointments across both platforms.

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In addition, the calendar feature within CRM can be used to record and track details of events and meetings. This feature allows events to be planned in detail by specifying the date, time and location. Notes and additional information about the events can also be added for a more comprehensive follow-up.

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Features We Offer to Our Customers

mez eSoft CRM system has the most useful panel serving the entire industry.

Form Management

Ensuring that the lead data received through form management is transferred and displayed at the client management.

Client Management

In client management, incoming client information is verified, distributed to roles and gets organised.

Customer Management

Managing interactions with potential customers and maintaining one-to-one contact with them

Role Management

With role management, selecting the fields that each user can view and providing role-specific task definitions.

Task Management

With task management, defining user-specific tasks, determining and tracking their duration and task priority given.

Reporting and Analysis

Follow-up of campaigns, follow-up of financial income and expenses, company analysis.

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