From identifying new opportunities to delivering customer happiness
With EngageBay’s drag-and-drop task management tool, you can quickly drag your tasks and drop them to the desired columns. The visual columns make it easy for you to understand the statuses of your tasks – task management has never been easier.
EngageBay’s multi-step visual automation builder lets you create complex workflows and multiple tasks with ease. Automatically create tasks and assign them to your sales rep when a new lead comes in. Automatically connect your tasks with the intended contact, company, or deal. Assigned tasks are automatically displayed in the team member’s project management window.
Prioritize your tasks based on urgency and importance with EngageBay’s task management software. You can even automate prioritization through predictive lead scoring, task types, and due dates. Choose from various task types, including todo, call, follow-up, email, and more. In addition, EngageBay lets you filter tasks based on various criteria, ranging from due dates, overdue flags, and completed tasks.
With EngageBay’s powerful reporting capabilities, you can monitor all your tasks from one place. The CRM dashboard offers comprehensive and easy-to-grasp metrics to help you stay on top of the game. You can also define custom daily tasks reporting for project managers, task tracking, and EngageBay will automatically add them.
Assign tasks to the right agent, and they’ll automatically receive the task on their window. Automate recurring tasks and deliver projects using our project management tool.
Use EngageBay’s powerful reports to get a comprehensive view of your tasks and their progress.
Set the system up to send alerts automatically when a new task is assigned, when a task is due soon, or when the task instructions have changed.
Seamlessly move task tiles from one column to another to update your task status – it’s even easier than it sounds!
Prioritize your tasks so that your team and you can focus on the most important ones. Set deadlines, escalate overdue tasks, and streamline team collaboration.
Add task types to add another layer of information – email, call, todo, follow-up, and more – and help your agents deliver results on time. Managing tasks has never been easier.
A task manager CRM (Customer Relationship Management) lets you automate, assign, and streamline tasks with ease. EngageBay’s task management system connects with the CRM to help you seamlessly manage tasks and conduct your business without the need for multiple tools – this eliminates inconsistencies, boosts productivity, and ultimately helps you bring in more revenue.
EngageBay’s project management software offers a visual drag-and-drop interface to help you swiftly arrange your tasks based on priority, type, and status. You can add notes, connect them with the intended contact, deal, or company, and even add an email reminder. EngageBay offers metrics, KPIs, and other insights through its dashboard so that you get a bird’s eye view of your team’s performance.
Yes, you get the task management tool for free with EngageBay’s free forever plan. This plan also offers a host of other useful tools to help small business owners and solopreneurs get started. Segmentation, autoresponders, dashboards, live chat, customer support, project templates, knowledge base system, landing pages, email broadcasts, task and deal management – these are just a few of the incredible EngageBay offers for free.
Try the world's only all-in-one CRM solution custom-built for the growth of small companies.
Easily integrate EngageBay with the tools you already love.
Install the EngageBay Mobile App
One platform for all your Marketing, Sales, and Support teams.
