Interactive Task Board

The clearer and faster we respond to customer requests, the more loyal customers become — which leads to higher conversion and sales growth. When employees receive clearly formulated, understandable tasks, we can expect better results from them. If you assign a salesperson warehouse-accounting tasks, you will clearly not get the outcome you expect. The same goes for a warehouse clerk doing social media (SMM) promotion — it is unlikely to succeed. Ideally, salespeople focus on sales and order processing, warehouse staff manage the warehouse, and the director oversees all operations and steps in when problems arise. 

One modern business management tool is an interactive task board. Typically it has statuses such as: to do, in progress, review, done. Tasks move through a logical life cycle from creation to completion. That is convenient both for the assignee and for control. Boards should also support access and role separation so tasks can be distributed across employees and departments. A salesperson then receives and sees only tasks related to order and client processing. Another important feature of modern task boards is the ability to create and assign tasks not only manually — by a director or manager — but also automatically. 

Our CRM automatically generates tasks for sales staff when requests come in via the website, a Telegram channel, or when orders are placed in the online store. You get an already automated process for creating and tracking online-store tasks related to order processing and lead inquiries from the site. You can explore our board in more detail in the interactive documentation or via the demo. We can help automate the business logic around creating and controlling tasks for different employees and departments. Write to us in chat to clarify the automation you need.