Customer Task Manage Module For Perfex CRM

Customer Task Manage Module For Perfex CRM

Customer Task Manager is a comprehensive solution designed to streamline business workflows by enabling the creation and management of sequential tasks.

With this module, you can predefine tasks that need to be performed in succession, assign them to specific team members, set durations, and determine their order of execution. These task groups can be saved as distinct workflows, allowing you to design various processes tailored to different scenarios.

Once a workflow is assigned to a customer or lead, it initiates automatically, progressing through each task in the defined sequence. As each task is completed, the next one begins without manual intervention. Upon the completion of all tasks, the workflow is marked as “completed,” ensuring a seamless and efficient process management experience.

Key Features:

• Flexible Workflow Creation: Define sequential tasks with specific assignees and durations to suit your business needs.
• Automated Task Progression: Tasks commence and conclude automatically based on the predefined order, reducing manual oversight.
• Customer and Lead Integration: Easily assign and manage workflows for individual customers or leads, enhancing personalized service delivery.
• Real-time Status Monitoring: Track the progress of workflows and tasks in real-time, ensuring transparency and timely completions.

Enhance your operational efficiency, boost customer satisfaction, and maximize team productivity with the Customer Task Manager module.