This is what a task tracker for teamwork with tasks looks like in OkoCRM
Posted: Wed Feb 12, 2025 8:59 am
Planning and task management
In the CRM system, you can set tasks for sales department employees or plan your own schedule. In addition to actions, you can specify KPIs that need to be achieved, for example, the amount or volume of shipments, deadlines for completing tasks, etc.
Your own plans in the CRM system can be visualized in a calendar format, and croatia phone number list project plans can be visualized in the form of a Gantt chart .
A manager can schedule a meeting or call a client — CRM will replace a paper diary. It is also convenient to delegate a task to a colleague, for example, to give a contract to a lawyer for review. The manager will monitor the work of the department, control deadlines and adjust the workload of team members.
Analytics and KPI
The analytics module in CRM allows you to track key business indicators, such as:
sales volume;
number of applications, refusals and concluded transactions;
average bill;
conversion rate, etc.
Such statistics can be collected for the entire company or for individual managers, product types, sales channels or areas of work. When implementing CRM, you can set the number of filters that are necessary for your business.
This data will help not only to control the sales department employees, but also to adjust the overall strategy if necessary. Such analytics helps to make the right management decisions.
In the CRM system, you can set tasks for sales department employees or plan your own schedule. In addition to actions, you can specify KPIs that need to be achieved, for example, the amount or volume of shipments, deadlines for completing tasks, etc.
Your own plans in the CRM system can be visualized in a calendar format, and croatia phone number list project plans can be visualized in the form of a Gantt chart .
A manager can schedule a meeting or call a client — CRM will replace a paper diary. It is also convenient to delegate a task to a colleague, for example, to give a contract to a lawyer for review. The manager will monitor the work of the department, control deadlines and adjust the workload of team members.
Analytics and KPI
The analytics module in CRM allows you to track key business indicators, such as:
sales volume;
number of applications, refusals and concluded transactions;
average bill;
conversion rate, etc.
Such statistics can be collected for the entire company or for individual managers, product types, sales channels or areas of work. When implementing CRM, you can set the number of filters that are necessary for your business.
This data will help not only to control the sales department employees, but also to adjust the overall strategy if necessary. Such analytics helps to make the right management decisions.