CRM with Task Management System (TMS)
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.
Task Creation & Assignment
Easily create tasks and subtasks.
Assign tasks to individuals or teams.
Prioritization & Deadlines
Set task priorities (High, Medium, Low).
Define start dates and due dates.
Progress Tracking
Real-time status updates (Not Started, In Progress, Completed).
Visual indicators like Kanban boards or Gantt charts.
Collaboration Tools
Comment threads on tasks.
File sharing and document attachments.
Team chat or discussion boards.
Notifications & Reminders
Automated alerts for approaching deadlines or task updates.
Email and in-app notifications.
Time Tracking
Log time spent on tasks.
Monitor productivity and resource allocation.
Reporting & Analytics
Task completion rates.
Productivity and efficiency metrics.
Customizable reports and dashboards.
Mobile & Cloud Access
Access tasks on-the-go via mobile apps.
Cloud-based syncing for real-time updates.
Integration Capabilities
Connect with other tools like CRM, ERP, email, and calendar apps.
API support for custom integrations.
Improved team collaboration and communication.
Increased transparency and accountability.
Streamlined workflows and project execution.
Better time management and productivity.
Reduced risk of missed deadlines and overlooked tasks.
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.
CRM with Human Resource / Team Management System (HRMS)