Perfex CRM Tasks Module

Perfex CRM :

Perfex CRM software allows you to manage customer relationships and interactions. It helps you organize your business. CRM stands for customer relationship management. CRM software is software that helps you manage a business deal. It can store contact information, send and receive invoices, and even store leads. CRM software simplifies doing business with you. This makes your customer happy. Satisfied customers are more likely to be loyal to your company. This article will explain the Perfex CRM, and how it can benefit you.

Perfex, a customer relationship management program, is designed to help businesses track leads and grow their customer base. This CRM software allows sales teams to generate leads through their ad campaign and schedule follow-ups. It helps in creating a pipeline view of the sales process for efficient management. This software also allows managers to monitor the workflow of employees and access their performance.

Perfex CRM has lot’s of modules available. In this blog, let’s talk about the Sales module.

Perfex CRM Tasks Module :

• Tasks module has lots of features available.
• You can create a new task, from the main menu navigate to Tasks and for this you can click on the New Task button and fill in all the details like subject, hourly rate, start date, due date, priority, repeat every, related to, tags, task and description. And when task creation completes then you will be able to add assignees and followers directly in the task modal from the right side.
• There are a total 5 predefined statuses available like, Not Started, In Progress, Testing, Awaiting Feedback, Complete but you can add a new statuses with simple action hook to fit for your needs.
• Task timesheets are all start timers for specific tasks.
• By default in perfex CRM all project related tasks are visible to all project members. If you want to show the tasks only where the staff member is assigned/added as a follower you can turn off Allow all staff to see all tasks related to projects.
• In Perfex CRM tasks can be easily copied to be re-used and save valuable time creating each task again and again.
• Recurring tasks is a feature that will allow you to create tasks that will repeat on a given period.
• You can link the task to any important features in Perfex CRM to keep track of your work and assign important actions to your agents.
• You can add a task assignee through clicking on the task subject while the tasks are listed. On the right side of the task modal there will be a dropdown to select assignees.