Alvyo CRM empowers you to track multiple tasks with ease and manage them efficiently. Moreover, you can automate task creation with Workflows.
Task management is the process of managing a task until it advances to its completion. It involves tracking tasks through their various life-cycle stages continuously.
List View lets you check out all of your tasks sequentially, even filter or sort through them as needed. Multiple editing of tasks is another List View specialty.
Visually manage your tasks through cards sorted based on their status. Change the status by just dragging and dropping them as needed.
Calendar View allows you to see your tasks based on time. You can even leverage filters to identify and act on urgent tasks.
Get alerts when a task is about to begin. Specify how close to the start time you need an email reminder.
Alvyo lets you merge duplicate or similar tasks to get rid of redundancy.
Leverage task sequencing to create a one-way dependency between tasks as needed.
You can easily track time spent on tasks and plan your workday accordingly. Timelogs are also helpful in generating invoices for billable tasks.
Powerful analytics keep you updated on important metrics. You can even customize these analytics and create new charts to understand them better.
Discuss with your teammates about tasks conveniently via @mentions. Instantaneous notifications ensure timely intervention.
Highlight vital task information in comments by putting them in sticky notes.
Breezway consolidates and automates its business processes with Alvyo, resulting in YoY sales growth.
Pactia uses Alvyo Workflows to automate its sales process to save time and focus on the more important tasks.
GB Advisors customizes its CRM experience using Alvyo to scale up its customer base exponentially.