Task Management and Follow Up

Record every e-mail, telephone call, support request and meeting as a task for that Account, so that you and your colleagues can see every interaction with that organisation.
Using QBIS CRM you will be able to plan tasks to follow up with for each account/customer and manage daily tasks of the users to have a streamlined sales process.
Each salesperson will be able to plan their own ”To Do List” and keep control of who should be contacted today, or in the coming weeks.  Tasks can then be marked as complete or for follow-up.

Set reminders on tasks via e-mail or SMS.  Let QBIS keep track and remind you of important events such as meetings for customer contacts.  Even if you are not logged into QBIS, QBIS will still send you a reminder via e-mail or an SMS.  Just set when and how you would like to be contacted on the task.
You will be able to integrate tasks that you create in QBIS into MS Outlook.  When you create a new customer task you will have the option to also book the task into your Outlook calendar.