Task Management
Task management is an important feature of mez eSoft CRM. People with senior user authorization can create tasks and assign these tasks to the users they designate in order to manage business processes effectively. With this feature, workflow can be tracked more regularly, responsibilities can be clarified and collaboration within the team can be increased. The creation, assignment and tracking of tasks plays a critical role in managing business processes and is an important tool to increase the efficiency of the company.
mez eSoft CRM
Task Creation and Assignment
In eSoft CRM, people with superuser authorization can create tasks and assign these tasks to the users they designate. When a task is created, the details of the task are specified and who should complete the task is selected. The ability to assign tasks to more than one person at the same time facilitates collaboration and teamwork. Depending on the nature of the task, priorities and responsibilities can be assigned to the assigned people.
Task Management and Tracking:
As the process of the created tasks progresses, task management and tracking is provided through the CRM platform. Tasks can be defined in detail by adding notes and explanations. As the process progresses, notes can be updated and new information can be added to ensure follow-up. In addition, time limits can be set for tasks, so that it can be determined and tracked when tasks should be completed. Prioritization also determines the order of tasks and ensures effective management.
Adding Files and Task Evaluation:
Task creators can attach files related to the task. These files can be in various formats such as Word, Excel, Rar, Zip. With this feature, documents and materials related to the task become easily accessible. In addition, upon completion of the task, an assessment can be made and feedback on the results of the task can be recorded with notes. This is an important step in managing workflow and increasing efficiency.
with mez eSoft CRM
Take Advantage of the Advantageous
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.
