Every next step has a due date.
You track calls, meetings and tasks as activities with a due date. EasyCRM shows you what is overdue, what is due today and what is coming up – so no opportunity goes cold just because you forgot to call.
Calls, meetings and tasks – all in one view
EasyCRM distinguishes activity types: call, meeting, task, email and document upload. Every activity belongs to a specific contact, lead or opportunity, so context is never lost. The Overdue, Today and Upcoming views show you where the fires are and what you can plan ahead.
- Activity type: call, meeting, task, email or document upload
- An activity belongs to a contact, lead or opportunity
- Overdue view – see at once what slipped
- Today view – the list of what you must get done
- Upcoming view – an overview of the next few days
Done in one step
You mark a finished activity as done straight in the list with one click, and finished activities stay in the list marked as completed. You can save notes on an activity.
- Mark an activity as done straight in the list
- Done status is visible in the list
- Notes on every activity
Reminders and events from your calendar
An activity due tomorrow sends the user it is assigned to a reminder – as an in-app notification and by email. If you connect Google Calendar or Microsoft Calendar in settings, EasyCRM imports events from your calendar as activities.
- Reminder the day before the activity is due
- In-app notification and email
- Importing events from Google Calendar
- Importing events from Microsoft Calendar
Discipline that is hard to keep without activities
- Every activity has a due date and a type
- Overdue activities have their own view
- A reminder the day before, in the app and by email
- Events from Google and Microsoft Calendar can be imported as activities
- A complete list of activities with done items marked
Questions about activities in EasyCRM
Stop improvising – plan every step with your customer
Sign up for free and try activities in EasyCRM.