Task Management

Share your work progress directly with client and maintain complete transparency.

industry1

Put the right task in the right hands

An organization handles various tasks in one go and not every team member holds expertise in everything. This raises requirement for effective task management and FinCRM is your best fit for such a job. It facilitates you to define task for yourself or assign to any proficient colleague, or delegated to pull out the best results.

Kanban View Segregation

A scattered presentation of your tasks can confuse you in prioritizing your work. FinCRM presents kanban view to organize all your tasks on the basis of their progress status. All the open, started, and completed tasks will be automatically arranged for easy task management. The kanban view is designed for the methodical presentation of tasks and save your time from menial jobs.

industry1
industry1

Set Priority and Keep Going

You may have multiple tasks in your pipeline, but do you have any idea about which task should be your priority? We understand that some tasks are to be completed first with more focus and for that, FinCRM has allowed you to set the priority of tasks while assigning them to anyone. It will give an idea to the respective team member to prioritize given tasks in a sequential manner.

Streamline Task Progress with Streams

With the task manager in FinCRM, you can anytime track the status of allotted tasks with streams. Post notes to tasks when progress takes place and keep the authorized users updated. FinCRM's task manager keeps all the developments in task centralized in one place. We opted for this tailor-made approach to eliminate confusion and keep your work organized.

industry1
industry1

Sales pipeline management for lead tracking

Sales pipeline assists you in understanding the number of prospects closer to the conversion. FinCRM is developed to walk hand-in-hand to realize the prospects requiring more attention and follow-ups. It presents information in centralized manner and allows sales team to take follow ups with each lead to not let them fall from cracks.

Add Info with Attachment

Not every work can be accomplished in the same way. Some are simpler and some need supplementary information to achieve. FinCRM has the peculiarity that it enables you to attach any accompanying file with the allotted task to hand down additional information for delivering tasks timely. Now, don’t let any task fall from the crack and bring your work up by leveraging important information attached to tasks.

industry1
industry1

Create Recurring Series of Tasks

There can be various tasks, which are required to perform various times. To save time and trouble, FinCRM allows you to set the frequency of allotted tasks for just one time and never bother yourself about that again. You can set recurring tasks for daily, monthly, or any custom timeline repeatedly. Along these lines, you can save a lot of time and nuisance and work serenely.

industry1

Put the right task in the right hands

An organization handles various tasks in one go and not every team member holds expertise in everything. This raises requirement for effective task management and FinCRM is your best fit for such a job. It facilitates you to define task for yourself or assign to any proficient colleague, or delegated to pull out the best results.

industry1

Kanban View Segregation

A scattered presentation of your tasks can confuse you in prioritizing your work. FinCRM presents kanban view to organize all your tasks on the basis of their progress status. All the open, started, and completed tasks will be automatically arranged for easy task management. The kanban view is designed for the methodical presentation of tasks and save your time from menial jobs.

industry1

Set Priority and Keep Going

You may have multiple tasks in your pipeline, but do you have any idea about which task should be your priority? We understand that some tasks are to be completed first with more focus and for that, FinCRM has allowed you to set the priority of tasks while assigning them to anyone. It will give an idea to the respective team member to prioritize given tasks in a sequential manner.

industry1

Streamline Task Progress with Streams

With the task manager in FinCRM, you can anytime track the status of allotted tasks with streams. Post notes to tasks when progress takes place and keep the authorized users updated. FinCRM's task manager keeps all the developments in task centralized in one place. We opted for this tailor-made approach to eliminate confusion and keep your work organized.

industry1

Sales pipeline management for lead tracking

Sales pipeline assists you in understanding the number of prospects closer to the conversion. FinCRM is developed to walk hand-in-hand to realize the prospects requiring more attention and follow-ups. It presents information in centralized manner and allows sales team to take follow ups with each lead to not let them fall from cracks.

industry1

Add Info with Attachment

Not every work can be accomplished in the same way. Some are simpler and some need supplementary information to achieve. FinCRM has the peculiarity that it enables you to attach any accompanying file with the allotted task to hand down additional information for delivering tasks timely. Now, don’t let any task fall from the crack and bring your work up by leveraging important information attached to tasks.

industry1

Create Recurring Series of Tasks

There can be various tasks, which are required to perform various times. To save time and trouble, FinCRM allows you to set the frequency of allotted tasks for just one time and never bother yourself about that again. You can set recurring tasks for daily, monthly, or any custom timeline repeatedly. Along these lines, you can save a lot of time and nuisance and work serenely.