Calendar, Activity and Task Management
Your team needs to stay on the same page, which means they need shared calendaring and they need it in more ways than one. They need it on the web and they need it on their mobile device. With aimtheory CRM, this dream comes true.
aimtheory CRM allows you to track your team's to-do's, meetings and calls so you can collaborate well, more effectively manage your resources and provide your customers with superior customer service. aimtheory CRM also allows you to monitor the history of your team's activity on a client by client basis.
View all activities, emails, notes and attachments for a lead, potential or account
Use the calendar to create and manage events and tasks
Here are some of aimtheory CRM's Activity and Task Management features:
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Manage To Dos, Meetings & Calls
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Shared Calendar of Events
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Activity History and Notes
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Synchronize with Microsoft Outlook and mobile devices
