Streamline Tasks
Tasks can be assigned to clients and employees from the hub and tracked within your Trade CRM solution. To make sure everything is finished on time, tasks can be filtered and worked on in order of priority.
Minimise Extra Admin
Task management eliminates the need for paper files. All information can be easily accessed through one digital system, making it easier to assign tasks and minimise workload. Increasing efficiency and reducing the risk of errors.
Open Up Communication
Open communication between your company, clients, and staff is made possible via task management. If a concern or issue occurs with a certain employee, everything may be allocated and viewed so that it can be resolved right away.
