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Task & Team Management

Team management made simple (& effective).

Keeping Yourself & Your Team On Task Is Critical To Success.

Create tasks & manage your team (all From one dashboard)

Whether you're sitting at your desk behind the desktop CRM or in the field checking in from a mobile device, the task manager tool keeps you in the know so you don't miss opportunities or deadlines.

Only Give Your Team Access To What You Want Them To See.

Permission & Access Controls Over Every Team Member

You have complete control over the access and permission level every person on your team has. You get to easily protect important information while they get to stay focused on just the job at hand.

Keep Your Team Focused By Using Private Workspaces.

Keep Your Team Focused While Easily Tracking Their KPI's

Workspaces are private work areas for each member of your team making it easy for you to share only the records you want them to have while keeping them focused on their personal pipeline of opportunities.

Task Management overview:

Discover More Features

Phone & SMS System

iPhone & Android Apps

Task & Team Management

List Building & Research

CRM & Lead Management

Task & Follow-Up Automation

Lead Generation & Marketing

Deal Analysis & Reporting

Website & Online Leads

Discover More Features

Phone & SMS System

iPhone & Android Apps

Task & Team Management

List Building & Research

Task & Follow-Up Automation

Lead Generation & Marketing

Deal Analysis & Reporting

Website & Online Leads

CRM & Lead Management

Discover More Features

Phone & SMS System

iPhone & Android Apps

Task & Team Management

List Building & Research

CRM & Lead Management

Task & Follow-Up Automation

Lead Generation & Marketing

Deal Analysis & Reporting

Website & Online Leads