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Average Ratings 3 Ratings

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ease
features
design
support

Description

A customer relationship management (CRM) system is perfectly designed for professionals and teams seeking an effective and straightforward solution. Enjoy unlimited features for a monthly fee per user, with no binding contracts required, and kick off your experience with a complimentary 14-day trial. By incorporating Pareto Systems' best practices, you can attract and retain high-quality clients for your business. The system boasts an innovative tab navigation feature that promotes quick and efficient work habits. You can conveniently monitor crucial details about your processes and client communications, while rest assured that sensitive client information is protected with bank-level encryption and stored in geo-redundant data centers. Additionally, our experienced support team is available to assist you from 6 AM to 4 PM Pacific Time, Monday through Friday. You can open multiple tabs to access various Contacts, Accounts, Tasks, and your Calendar simultaneously, allowing for seamless navigation between records to quickly locate necessary information. By keeping track of essential client details such as Family, Occupational, Recreational interests, and Financial information, you can cultivate stronger relationships with your clients. This comprehensive approach ensures that you have all the tools at your disposal to enhance your client interactions effectively.

Description

The key to super productivity lies in focusing solely on the most important tasks. With LeaderTask, you can channel your energy into activities that yield significant outcomes. Remember the Pareto principle: a mere 20% of your efforts lead to 80% of your results. Utilize the built-in calendar feature to organize your meetings and conferences effectively; LeaderTask offers a traditional view that allows you to see your schedule by the hour or week, and even has options for monthly or yearly planning. What’s more, LeaderTask operates offline, enabling you to keep working whether you're on a flight or traveling down the road, as you can create and assign tasks, attach files, and engage in chats without an internet connection. Once you’re back online, all your changes will be synchronized automatically. LeaderTask is designed to accompany you everywhere you go, whether on your smartphone, tablet, laptop, or desktop. You’ll always have clarity on what’s most crucial, what needs your attention, and what should be delegated. Acting as your dependable assistant, LeaderTask ensures you never overlook important details and remains available to support you around the clock, helping you maintain your productivity at all times. The seamless integration of these features makes it an invaluable tool for anyone looking to optimize their workflow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$29 per user month
Free Trial
Free Version

Pricing Details

$49.90 per user per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.bluesquaretoolkit.com

Vendor Details

Company Name

Organizer LeaderTask

Founded

2011

Country

Russian Federation

Website

en.leadertask.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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