Task Scheduling

Boost your productivity and complete every task with a clear vision of your day schedule.
Get ahead of your day schedule with easy to use task scheduling.
  • Establish a Routine
  • Minimise Distraction
  • Improve Proficiency
  • Prevent Conflicts
  • and more...
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Task Scheduling
Never Forget A Followup Again

Get reminders for the follow up so that you won't miss a single one. Every missed follow up is a lost business, which is not recommended for any business.

Forget About Forgetting Tasks With Task Scheduler

The only calendar you will need to manage your customers.

Establish A Routine

Create tasks to establish a routine, like following up with customers in morning or cold emailing new prospects.

Minimise Distraction

A fixed schedule keeps you focused about the work and minimise distraction.

Prevent Conflicts

How many times you have scheduled two demos or calls at the same time? With a scheduler you can prevent it.

Less Rushing

Get notification on email or on the CRM before any due time. Prepare yourself beforehand for the meet.

Improve Proficiency

An organised person is always more proficient in what they do. Start now & reap the rewards.

Progress Tracking

Check the progress of all your tasks with a bird eye view available on the tasks page.

All the essential tools to run your business smoothly...

Contact Management
Contact Management
Manage every interaction with your customer in an easy to use interface. Get everything communication on your fingertips.
Cloud Telephony
Lead Generation
Engage with your website visitors and convert them into a lead. Text chat is old and boring, with ZipCall you can talk with them in realtime.
Invoicing
Invoicing
Let your team members send quotes and invoices directly from the CRM panel and save your time and convert customers faster.
Helpdesk For Customer Support
Helpdesk
Let your customers raise tickets for support incidents. Your team members can reply to them right from their CRM panel.

Best Features Of

We don't compromise on the features just because we are selling an affordable CRM.
Contact Management
Contact Management
Manage your contacts like a boss, every communication, every minute detail at your disposal in seconds.
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ZipCall Click-to-Call
User Engagement
Connect with your website visitors and get more leads from your same marketing efforts.
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Invoicing
Invoicing
Send invoices to your customers in a jiffy. All the details are automatically fetched from CRM.
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Helpdesk & Ticketing
Ticketing System
Better support helps to retain customers & let them self resolve their issues. With proper ticketing system you can offer 24x7 support.
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Marketing Automation
Marketing Automation
Automate your marketing & run campaigns without human intervention. Send Email, SMS, WhatsApp messages on rulesets based on your business needs.
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Workflows
Workflows
Let your actions start a chain reaction to update the CRM or perform actions like sending an email to user or customers.
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Bulk Email Campaigning
Bulk Email Campaigns
Email is still has the best RoI. Run bulk email campaigns right from the CRM panel using any email service provider.
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Bulk SMS Campaigning
Bulk SMS Campaigns
SMS is cheap and gives you best open rate. Run the bulk email campaigns right from the CRM panel using any SMS service provider.
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Custom Forms
Custom Forms
Create forms as per your requirement and attach to the customer's profile. Get the data as you want and require.
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Deals Management
Deals Management
Always have your sales pipeline on your fingertips. No need to ask your team members or searching on the CRM.
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Proposals Management
Proposals
Create custom proposals for your customers and send them as a PDF attachment. You can also create templates which can be used by every employee.
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Virtual Assistant Daily Digest
Daily Digest
All the tasks, missed followups, recommendations on a single screen. Get charts & graphs about sales performance and take actions on it.
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Employee Tracking System
Employee Tracking
No more guess work on whether your field employees are working or not? Get real-time reporting & location on your mobile or web-panel.
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Lead Management
Lead Management
Automatically distribute leads to multiple users based on different parameters, shifts and work load.
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File Manager
File Manager
Upload files like KYC documents, proposals, images, zip-docs or anything related to customers and access them anywhere.
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Fully Customisable
Fully Customisable
Fully customisable CRM based on your requirements. Add products & services, lead status or almost anything.
Third Party Integrations
Integrations
Ready to use integrations with most popular sites used for lead generation like Google-Ads, Facebook/Instagram, JustDial, IndiaMart.
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Filters For Reporting
Filters
Create your own filters to get custom reports based on exhaustive search criteria. Create any type of report easily.
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Task Scheduling
Task Scheduler
Create & schedule tasks to get a reminder automatically before the meeting or followup. Forgetting a meeting is a thing of past.
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Webhooks
Webhooks
Send data to any third party software easily. A simple way to use one-way APIs.
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Escalations For Approval Management
Escalations
Automate approval management with custom forms and processes. Improve turnaround times for approvals.
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Subscription and Membership
Subscriptions
Manage memberships & subscriptions of your customers in a single interface. No more excel sheets to get their renewal dates.
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Universal Contact Form
Contact Form
Generate leads from any platform (Social Media, Email, SMS etc) without any website. It's Free!!
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Believe us, the list doesn't end here, we have just started.
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