Tasks for everything
Create internal tasks related to a customer, or your business. Or create a task related to a review or a feedback or a payment. Tasks give you the power to create simple workflows around everything.
Assign & track
Assign a task to an employee or a team. Setup a due date for each task, and then track task progress using a convenient color-coding scheme.
Built for collaboration
Users can post followups to tasks - creating rich context for the entire team. Tasks can be assigned and re-assigned to individuals and teams.
Tasks dashboard
Get a birds-eye view of your tasks portfolio. Which tasks are pending, which are delayed, which are done. Follow-up with a click. See charts and reports to track team progress.
More stuff
Other Features
Notifications
Get immediately notified when a task is assigned to you or to your team.
Color-coding
Tasks are color-coded to give you an immediate visual clue of which tasks are done, delayed, or pending.
Part of customer context
Each customer task is incorporated into that customer's conversation timeline. It also becomes part of the customer's in-depth profile, completing the context for your interactions.