Tasks and automations

Repetitive steps happen by themselves. Managers sell.

An automatic rule says "when X happens, do Y". For example: "when the customer gets the offer, set a task to check back with them in 2 days". Everything is written down in the customer's history.

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DayWeekMonthNew filter4 tasks

Overdue

1 task

To do today

2 tasks

Tomorrow

1 task

SalesTriggers per stage

Initial contact

Immediately after moved or created in the stage

Distribute leads

round-robin · 3 managers · online

Qualification

Offer made

Immediately after moved or created in the stage

Add task

Task: Call the customer · End of day

Automatic rules for every stage

Choose which customers a rule applies to and when: when they reach a stage, after a number of days, or regularly, on a schedule.

Set a task, send an email or an SMS
Change the stage, manager or labels
Send the data to your other software
After a closed sale, open a new one, for example for a renewal

Reacts when nothing happens

Rules notice silence too: the customer stopped replying, the manager didn't call, the customer was left without a task.

The customer hasn't written for X days
Wasn't called, or didn't answer the phone
Customers without any task
Also applies to customers already at that stage

New customers, shared out fairly

New requests are shared out between managers automatically, by clear rules, not by who saw the message first.

Only to managers who are signed in right now
Not to those with late tasks
A limit per person, and by working hours

Tasks with due dates and results

Set a task in two clicks: in 15 minutes, tomorrow or this week. When you finish it, write down what happened.

Calendar by day, week, month or as a list
Late tasks show in red
A missed call becomes a task: call back within 30 minutes
Notifications by email, in the browser and on Telegram

See what your sales would look like in GlucoseCRM

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