The task management system in CRM enhances customer interaction by allowing the storage of information and monitoring of projects and tasks based on their complexity.
– Simple tasks, such as handling customer inquiries, are automatically assigned with minimal oversight, enabling tracking of each employee’s actions.
– More complex multi-step tasks, like launching marketing campaigns across various departments, are managed through established checkpoints and automated transitions between phases.
– Complicated technical tasks that require product development and testing are integrated with the automation department to ensure visibility of all changes.
This approach makes project and task control an essential tool for effective business management.
Project and Task Management in CRM aims not only to enhance the efficiency of commercial activities but also to provide unique opportunities for customizing every aspect of the system. From automating routine tasks to precisely configuring analytical tools, your CRM will work for you with maximum effectiveness.
Examples of Integration:
Calendar Module: Automation of reminders for important meetings and events, integration with email for sending invitations.
Task Module: Real-time task and project management, with the ability to delegate and track execution.
Disk and Photo Gallery: Centralized storage of all commercial documents and images, convenient access, and the ability to quickly share data with colleagues.
Chat and Knowledge Base: Instant messaging and file sharing, centralized storage of important information, easily accessible answers to frequently asked questions, and solutions to common problems.
CRM marketing is essential for businesses in various niches. It is most commonly used by:
Services: Consulting, medical and educational institutions to enhance customer experience.
Retail: clothing, electronics, and FMCG stores to enhance personalization and customer retention.
Online stores: e-commerce platforms for automating sales and improving customer interaction.
Manufacturing companies: for supply chain optimization and project management.
Realtors and developers: for managing properties and client databases.
Banks and finance: for tracking and analyzing customer behavior.
Enhance the convenience of project and task management: our innovative platform is available in both a mobile app and a desktop version. Designed to meet the needs of both regular employees and managers, it provides complete control and exceptional adaptability in any work environment. It’s the ideal tool for managing projects, communication, and resources — all under your full control, no matter where you are.
The company D4CRM offers the following services for the effective implementation of CRM systems and project task management:
Complete CRM implementation cycle: From needs analysis to setup and employee training.
Automation of routine processes: Allows the team to focus on key tasks.
Task management through chat: Creating tasks, generating checklists, and monitoring deadlines directly from messages.
Customizing CRM: Adapting the system to meet the unique requirements of your business.
Integration with Information Systems: Ensuring seamless operation with current IT solutions.
Continuous support and maintenance: We ensure maximum efficiency for your system and business.
Choose D4CRM for easy project and task management! Our system provides ready-made solutions and an open API, allowing you to quickly integrate the CRM with any external and internal services. Customize business processes to perfectly fit your company’s needs. Manage tasks of any complexity: assign them, track progress, add checklists and files, select responsible parties and observers, and set deadlines. With flexible filters, find the task you need in seconds. D4CRM is your reliable tool for effective work and achieving your goals.
“Chernobyl Global” is an international travel agency actively working with tourists from different countries and using several communication channels. The project is aimed at automating the processes of receiving and processing requests through different channels.
The company “Zima-Leto”, an international tour operator with bus lines and unique routes, faced the need to organize and automate the processes of working with Ukrainian travel agents for domestic tours in Ukraine.
A small hotel in Odessa region with 10 rooms, swimming pool, restaurant and SPA complex decided to improve the level of service and speed up the processing of reservation requests by integrating Bitrix24 to manage interactions with customers through various communication channels and automate reservations.
Development of an adapted Bitrix24 mobile application for a Ukrainian dealer network engaged in regional sales.
Development of an automated system for collecting customer feedback and controlling the quality of services in a construction supermarket operating in the B2B market.
Integration of Bitrix24 system with 1C program to manage sales of building materials in B2B sector. The project is aimed at centralizing data and improving control over operations.
Automation of goods shipment processes for a supplier of children’s goods in the B2B market using Bitrix24 CRM system.
Integration of online store site with CRM-system Bitrix24 for order management and automation of the process of sending goods via Novaya Pochta.
Implementation of a system of automatic control of overdue payments for Emea trading wholesale company, using Bitrix24 integration with 1C to improve efficiency of work with client base and increase control over accounts receivable.
We offer a unique opportunity to take control of your projects and tasks while working alongside our team of professionals. Fill out the form below to learn more about our services and discuss your needs with one of our specialists.
We value each client and strive to make our collaboration as effective and comfortable as possible. Your projects are in reliable hands!
Send your contact information now and take the first step towards a successful partnership!
info@d4crm.com
info@d4crm.com
+ 38 (063) 020 39 35
+ 4 (857) 356 99 65
Bulgaria, Burgas, ap.complex “Perla” 7, fl.7, ap.15
Ukraine, Odessa, 5 Greek Street
