Tasks, Activities & Calendars

Use our CRM tools to help organise your customers

Managing your Customer Relationships

  • Really Simple Systems provides some great CRM tools for making sure you’re keeping on top of your customer relationships. It can help with organising your workload and making sure you never miss another sale. The objective is to have a “360 degree view” of the customer, with all the information about them in one place.

    • Set up CRM tasks for yourself or assign them to others
    • Send email notification of tasks
    • Outlook and Google calendar synchronisation
    • Record meetings, calls, emails and any other exchanges
    • Completed tasks automatically added to activities
    • Auto-capture emails to and from your contacts
  • Manage your Customer Relationships - CRM Tasks and Activities

Reminders & Notes

The CRM Tasks feature allows you to create reminders in your customer accounts that synchronise with your calendar. You can set up tasks for yourself or assign them to one of your team, and also send an email reminder.

When a task is completed it will automatically be added to the Activities grid in your customer account. As well as tasks you can record any exchanges with your contacts and so creating a complete history of your communications. You can record details of calls, meetings, emails and any other interactions.

Two-way MailSync™

Our Two-way MailSync means you can automatically capture all your emails to and from your customers straight into the CRM. Recorded in the Activities feature, you’ll be able to see your own interactions with the contact but also those with other members of your team. And as everything runs on the Cloud you’ll always have the latest information at your fingertips.