Powerful and easy task management software for enterprise sales
Get rid of those paper chits and reminders from multiple sources. Saleswah leads other CRMs in managing client facing tasks.
Set yourself a goal, a date by which you must accomplish the task. Log it in the CRM. Tasks are client facing- so, tag a customer contact to it. Think of Tasks like “Show a demo”, “Phone”- they all are tracked.
Tasks types can be defined by you- you can create as many as you want. Once created, Tasks can be re-scheduled, re-assigned or closed. Tasks can also be linked to Deals.
Sales > Task Management
Task Management for enterprise selling
Tasks: set yourself a goal or an activity to finish
Tasks are useful reminders for you- to get something done. They are scheduled for a day in the calendar and stay there till you close them.
Tasks in Saleswah CRM are “richer” than similar tasks in online calendar apps like Google or Outlook. For one, all CRM Tasks are tagged to one customer contact. A reminder that this is a sales CRM and all activities are customer facing. Secondly, Tasks need to be tagged to some product- again a reminder that we are trying to sell a product or service and tasks need to focus on that.
Free for 15 days. No credit card needed.