DynamicCRM is a powerful CRM system for managing planning, tracking, and reporting. It allows you to organize requests into categories and groups and route them to the appropriate technician using business rules.
You can view details and history of requests and stay up to date on their status, enabling you to plan your business for customer satisfaction.
Additionally, you can customize your request templates with additional fields to obtain the necessary information from Small Businesses .
With DynamicCRM, you gain total visibility into your planning.
DynamicCRM offers a user-friendly visual interface that assists users in taking action, staying organized, and maintaining control over complex business processes.
The Planning module allows you to attach activities to deals and view your entire to-do list on a single, easy-to-navigate page that syncs with Google Calendar.
AAdditionally, activities can be assigned to a contact person or organization based on your organizational preferences. DynamicCRM helps users manage their activities by providing visibility and highlighting any neglected operations.
The platform offers a preset list of activity types, but also allows for customization to better fit the planning process of each unique business.
DynamicCRM assists managers in identifying areas that require attention in their planning. The platform enables managers to view their team members planned or overdue activities, allowing them to determine whether to incentivise or take corrective action. The interface is designed to prompt users to add the next activity as they complete those already scheduled.
In the Planner view, managers can easily identify deals with activities due, overdue, or unassigned. The activities’ view offers a more comprehensive understanding and allows for sorting of your to-do list by deal or contact.
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