One of the few things you can’t buy these days is and remains time. That is why it is particularly important for companies and their employees to use their working time sensibly and efficiently. In the daily chaos, you often lose track of upcoming deadlines, tasks and customer requests and often find it difficult to focus on the essentials and prioritize individual tasks.
But it’s not just the list of priorities that is important, the right organization is also crucial for successful project execution and project management. When working on several projects at the same time or looking after several customers, it is easy to lose track of things and stress levels rise. Ultimately, unfortunately, customers and employees also feel the effects. Tasks are not completed and deadlines are not met.
The CRM software 1Tool can help you with organization, productivity and motivation.
Time recording module
With various web-based modules, for example the time recording module, 1Tool makes it easier to keep track of the hours spent on individual customers, projects or the hours worked by employees, as well as recording and evaluating them. All information can always be easily accessed in real time, regardless of time and place. The time recording module is linked to the 1Tool task module, which enables documents to be uploaded for individual projects or notes to be left for employees. Task progress and invested working hours for budgets and billing can also be called up at any time.
CRM for optimal teamwork
Various functions of 1Tool CRM software ensure structured and organized teamwork, make it easier to set priorities for individual projects and help you to keep an eye on all data and deadlines, make decisions more quickly and plan new tasks more effectively. This gives you the opportunity to view project development in every project phase and improve its efficiency.
Integrated order management
Successful projects also require successful order management. Good order management is almost indispensable for any order-oriented company. The order management module enables quick, clear and simple management of all documents. You can use the module to manage everything from quotations to delivery bills and download them as PDFs at any time.
The existing modules are supplemented by the“Board” module. It allows users to summarize all tasks on a board, in which the tasks can be structured, distributed or processed step by step. The board provides a quick and easy overview of the tasks that are still open and those that have already been completed, and the drag and drop option allows the individual task cards to be assigned to the respective status categories.
1Tool CRM software makes it easier for you to concentrate fully on your core business, save time, work more flexibly and always be up to date with the progress of your project.
