CRM With

Task Management System (TMS)

CRM with Task Management System (TMS)

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Task Management System (TMS) - CRM with Task Management System (TMS)

Why Choose Our System?

CRM with Task Management System (TMS)

  • ✅ Automated lead scoring
  • ✅ Integrated email and SMS
  • ✅ CRM and third-party app integrations
  • ✅ Real-time analytics and dashboards

Task Management System (TMS)

 

A Task Management System (TMS) is a digital platform or software solution designed to help individuals and teams plan, organize, track, and complete tasks effectively. It improves productivity by streamlining workflows, promoting accountability, and ensuring that deadlines and project goals are met efficiently. It helps in planning, organizing, tracking, and reporting on tasks, ultimately improving efficiency and productivity. TMS can be used in various settings, from simple to-do lists to complex project management. 

 

Key Features of Task Management System

 

  1. Task Creation & Assignment

    • Easily create tasks and subtasks.

    • Assign tasks to individuals or teams.

  2. Prioritization & Deadlines

    • Set task priorities (High, Medium, Low).

    • Define start dates and due dates.

  3. Progress Tracking

    • Real-time status updates (Not Started, In Progress, Completed).

    • Visual indicators like Kanban boards or Gantt charts.

  4. Collaboration Tools

    • Comment threads on tasks.

    • File sharing and document attachments.

    • Team chat or discussion boards.

  5. Notifications & Reminders

    • Automated alerts for approaching deadlines or task updates.

    • Email and in-app notifications.

  6. Time Tracking

    • Log time spent on tasks.

    • Monitor productivity and resource allocation.

  7. Reporting & Analytics

    • Task completion rates.

    • Productivity and efficiency metrics.

    • Customizable reports and dashboards.

  8. Mobile & Cloud Access

    • Access tasks on-the-go via mobile apps.

    • Cloud-based syncing for real-time updates.

  9. Integration Capabilities

    • Connect with other tools like CRM, ERP, email, and calendar apps.

    • API support for custom integrations.


 

Benefits of Using a Task Management System

 

 

Why Use EgCRM ?

 

EgCRM is a smart, scalable, and user-friendly Customer Relationship Management (CRM) platform designed to streamline and automate your business processes. Whether you're in real estate, education, healthcare, retail, or any other industry, EgCRM helps you manage leads, improve customer interactions, and boost productivity—all from one centralized system.By using EgCRM, businesses gain better control over their workflow, enhance customer satisfaction, and ultimately increase growth and revenue with efficiency and ease.

 

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