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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
API Access
Has API
Integrations
Adyen
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Frontu
Google Cloud Platform
Google Drive
IDnow
Microsoft Excel
Integrations
Adyen
Amazon Web Services (AWS)
Cardinity
DPD
Facebook
Frontu
Google Cloud Platform
Google Drive
IDnow
Microsoft Excel
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$79.95 one-time payment
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
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
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