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.
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.
The goal of the project is to track the conversion rate of promotions and uniquely identify the customer for each promotion in order to measure the effectiveness of promotions. Conversion is the ratio of users who received a promotional offer to those who made a purchase.
We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.
Client: a network of psychological diagnostics and cognitive rehabilitation clinics. The center deals with diagnostics and correction of mental and neuropsychological disorders in children and restoration of cognitive functions. Patients are admitted in two clinics and also online. The company has 15 employees (psychologists, administrators).
Vityaz-KB, a large security company engaged in remote control and fire protection, approached us with the task of structuring and automating the interaction of various departments of the company. The company has been on the market for more than 5 years, has an extensive network of branches and interacts with contracted rapid response services. The company has more than 20 employees in the administrative center, which includes several departments.
D4 CRM company is constantly testing Bitrix24 features on itself and uses this CRM for sales and marketing automation. In this case study we will tell you how Bitrix24 helps to work with the contacts of the audience who sign up for our webinars.
Our client, SolarBuild360, builds and maintains solar power plants across Ukraine. The company was founded in 2018 and has gained a good reputation over the years. The number of installation requests is constantly growing, and to enable the sales department to process them more efficiently, the company’s management decided to integrate Bitrix24.
We were approached by the owner of a furniture business with showrooms in several cities in Ukraine. Because of the need to clarify many details about goods and delivery with clients, the organization of joint work between warehouses and stores was inefficient. Based on the peculiarities of the client’s work, we began to automate the process: from order acceptance to the delivery stage.
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
