Easily see your tasks for every job & customer
Add tasks to each job
Create tasks directly associated with specific jobs. Our platform allows you to efficiently manage and track tasks within each job, ensuring organized and productive workflow management.
Adhoc task creation
With Task management you can quickly create tasks for day-to-day ad-hoc items. Our platform enables you to manage and prioritize unplanned tasks seamlessly, ensuring efficient task management and productivity.
Assign tasks with future deadlines
Easily assign tasks with future due dates to team members. Our platform streamlines task delegation, allowing for better planning and organization of workloads. You can try our Task Management software free of charge no card details required, simply register with your email and you are ready to go
Instant Setup. No credit card required.
Simple Task Management and easy to use
Instantly locate your customers saving valuable time
Task diary for clear visibility
Access a comprehensive diary of tasks, providing a chronological overview of your scheduled and completed activities. Stay organized and easily manage your task workflow.
Clear job completion visibility
Easily track and view the remaining tasks or items needed to complete a job. Our platform provides clear visibility, ensuring nothing is overlooked and enhancing project completion efficiency.
Team collaboration for tasks
Foster teamwork and assign tasks seamlessly to all team members. Our platform promotes efficient collaboration, ensuring effective task delegation and streamlined project management.
Instant Setup. No credit card required.
OUR GOAL
Get things done effortlessly and efficiently, making progress one click at a time.
How we helped
Explore the positive impact of CRMit from our glowing customers
Tiffin Group
Tiffin Group operate a chain of cafes & restaurants situated across the South West.
Problem
Previously, our customer data was scattered across different platforms such as Excel, emails, and notes, making it challenging to locate and analyze how our customers engaged with us and their spending patterns.
Outcome
Following the transition to CRM, we established a centralised repository for customer data and contact information, simplifying the process of updating these details for our team. Additionally, we successfully integrated a loyalty program that enabled venues to effortlessly track customer spending and accumulate loyalty points.
Instant Setup. No credit card required.
