An important part of managing any sales process is to stay on top of your to-do list. Clubworx offers the ability to set tasks and reminders, to ensure you are staying on top of your workload. These can be accessed from anywhere throughout the system, with the aim being that you will never drop the ball in reaching out to a prospective client again.
- Assign Tasks to yourself or team members
- Set due dates for tasks and automate reminders
- Tasks can be linked directly to contacts – a great way to add context, and know exactly what needs to be done for each member
- Simple reporting to manage overdue and upcoming tasks across the business