SCHEDULING
SCHEDULING
Task Management
Stay on top of your life and business to-do lists with our integrated task management feature. Keep track of follow-ups,
appointments, and important tasks, ensuring you never miss an
opportunity. In addition to you being able to create and track your own tasks, our systems will also automatically generate tasks for you when contacts come into your system to remind you to follow up with them. Tasks can be assigned to specific Contacts and specific Users, saving you and your team time when following up. Your app can be used on your phone/tablet to stay on top of your tasks and to-do lists when you are on the go!
REPLACES:
• Other task apps and all 532 sticky notes you have on your desk right now 😉
Scheduling Calendar
Simplify your appointment scheduling process with our user-friendly booking calendar. Seamlessly book appointments with your contacts and ensure you stay on top of your meetings and commitments. Once your appointments are scheduled, you will be able to see them all in your calendar, as well as see someone’s next appointment with you right in their contact profile! Your team can also have their own calendars so that you can assign appointments to them or the contact can choose the team member they want to schedule with. You can also sync your Suite calendar with other outside calendars you might use.
REPLACES:
• Tools like Calendly or other scheduling and calendar management software
