ABR Task Management for Zoho CRM

Streamline your Workflow and Elevate Productivity with Automatic Task Creation

Built for: CRM Developed by: Amazing Business Results
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Introducing the Task Management Extension, a transformative tool innovated by Amazing Business Results to redefine your approach to task management. This powerful extension is tailored for businesses seeking to automate and optimize their workflows, ensuring that productivity is not just a goal but a standard. By automating the creation of tasks based on specific criteria such as Deal Stage and Lead Status, this extension eliminates manual processes, freeing your team to concentrate on strategic initiatives that drive your business forward.

Key Features:

  • Automated Task Creation: Generate tasks automatically based on predefined criteria like Deal Stage and Lead Status. This ensures a seamless flow of work, allowing for timely responses to changes in your CRM environment. Enhance your workflow efficiency with automated task assignment to the appropriate team members. Prioritize tasks based on urgency, ensuring that critical tasks are addressed promptly.
  • Customizable Task Templates: Adapt task templates to fit the unique needs of your workflow. Customize fields and parameters to ensure tasks align perfectly with your business processes.
  • Seamless CRM Integration: Our extension integrates directly with your CRM system, drawing on vital data such as user groups, deal stages, and lead statuses to automate task creation and workflow processes efficiently.
  • Smart Reminder Options: Choose from various reminder options to ensure tasks are completed on time. Set reminders based on task priority or upcoming deadlines to keep your team on track.

Tags

Deployment type Zoho platform
Published date Jun 30, 2024
Version 1.1
Category Productivity
Pricing Paid
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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