Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Experience the benefits of a fast and intuitive customer relationship management system with a 30-day free trial! Any new interactions, such as phone calls, messages, or meetings related to a contact or company, can be effortlessly recorded, and you can plan future engagements through integrated task management. Additionally, setting up and overseeing new customers is straightforward, while existing customers can be effortlessly imported from previous CRM systems or Microsoft Excel. You can view all scheduled activities in the 'Calendar' as well as in the 'Actions' list, ensuring you stay organized. A simple click in the ‘Action’ window allows you to access the corresponding customer profile, providing you with all the pertinent information you may need. Moreover, the convenience of synchronizing the ‘Calendar’ with other platforms, like Google Calendar, Outlook Calendar, and iCalendar, streamlines your workflow. This system also makes it easy to manage multiple sales interactions with the same customer, and from the project window, you can quickly create tasks and delegate them to yourself or other team members. Embrace this innovative solution to enhance your business operations and customer engagement.
Description
Taskline was created out of a personal necessity to organize and manage our workload in an intuitive, adaptable, and familiar manner. This groundbreaking tool revolutionizes the way you can oversee your time, personal agenda, and tasks directly within Microsoft Outlook. By employing sophisticated algorithms, Taskline automatically integrates your task list into your Outlook Calendar, ensuring that your regular work schedule and any pre-existing engagements, like vacations and meetings, are considered during the scheduling process. Additionally, Taskline proactively alerts you if deadlines are at risk of being missed or if the tasks you are attempting to manage exceed your capabilities. It provides seamless adjustments to work assignments or deadlines, allowing you to accurately estimate when tasks will be finished. The tool is designed to help you swiftly adapt to new responsibilities, ensuring that you maintain dependable timelines for your projects, which benefits both you and your collaborators. By staying organized and in control, you can reclaim precious time to focus on what truly matters in your life. With Taskline, the balance between work and personal life becomes more attainable than ever.
API Access
Has API
No
API Access
Has API
No
Integrations
Adyen
Yes
Amazon Web Services (AWS)
Yes
Cardinity
Yes
DPD
Yes
Facebook
Yes
Frontu
Yes
Google Cloud Platform
Yes
Google Drive
Yes
IDnow
Yes
Microsoft Excel
Yes
Integrations
Adyen
No
Amazon Web Services (AWS)
No
Cardinity
No
DPD
No
Facebook
No
Frontu
No
Google Cloud Platform
No
Google Drive
No
IDnow
No
Microsoft Excel
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$79.95 one-time payment
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Sonaro
Country
Lithuania
Website
www.sonaro.lt/crm-programa-en
Vendor Details
Company Name
ResultsWare
Country
United Kingdom
Website
www.taskline.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Task Management
Collaboration
Yes
Create Subtasks
Yes
Gamification
Yes
Gantt Charts
No
Mobile Access
Yes
Percent-Complete Tracking
No
Progress Tracking
Yes
Recurring Tasks
No
Reporting/Analytics
Yes
Spreadsheet View
Yes
Task Board View
Yes
Task Planning
Yes
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
Yes