Slimbot
CRMWhat is Tasks?
With Tasks you keep track of which to-dos are outstanding per customer or deal, with a deadline and a person responsible. This way nothing falls through the cracks and everyone in your team knows exactly what is expected of them.
How does it work?
- Create a task and link it to a customer, company or deal.
- Set a deadline and assign the task to yourself or a colleague.
- View your open tasks in an overview or daily task list.
- Tick off tasks and get a reminder when a deadline approaches.
Use cases
Plumber who keeps a checklist with outstanding actions per job.
Accountancy firm that schedules tax return tasks per client with deadline.
Estate agent who manages viewings and call-back actions clearly.
Webshop that assigns return and customer queries as tasks to the team.
Benefits
- Nothing gets forgotten thanks to clear deadlines.
- Everyone knows who is responsible for what.
- Tasks linked to the right customer or deal.
- Automatic reminders prevent missed deadlines.
Frequently asked questions
Will I get a notification when a deadline approaches?
Yes, Slimbot automatically reminds you of tasks that are about to expire, so you never miss a deadline.
Can I assign tasks to colleagues?
Yes, you assign each task to a team member. Everyone sees their own task list and you keep an overview of the whole.
Also within CRM
Set up Tasks for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.