How FreeAgent CRM can help OPTIMIZE work management for your team
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Managing your team is essential to decreasing costs and increasing the quality of the work being performed because it impacts the type of product and services your organization provides.
Using the right software to help you manage workflows and team performance is essential for your success.
Meet FreeAgent, a full-featured CRM and work management system that assists organizations in organizing their tasks, collaborating more effectively across teams, and tracking and improving their performance.
FreeAgent is an all-in-one customer relationship management and project management solution.
Having everything in one location makes it easier for your team to collaborate, track their progress, and enhance overall performance.
Plus, FreeAgent enables your team to keep on top of their responsibilities, whether it’s a contract, a project, or a service ticket. In addition, the platform streamlines communication between members of your team, including emails, phone conversations, and in-person meetings.
Using this CRM platform, executives may better manage sales, marketing, customer service, and more.
Task and Activity Management
FreeAgent keeps track of all of your team’s projects, allowing them to stay organized.
The software can be customized to meet your demands because it consolidates all of your company’s tasks into one spot. You can do projects for yourself or others and direct the assignments to specific people.
You’ll be able to prioritize activities based on their due date, priority selection, or automate prioritizing using specific circumstances. You can also categorize your actions into many categories.
Plus, you can automate your assignments with unique triggers and actions. You can track how long it takes to accomplish a task from beginning to end and even divide it into phases if necessary.
You can filter activities within the activity timeline to identify starred items, emails, calls, meetings, reminders, notes, and attachments.
To quickly find important actions in a record, star or pin them on an activity timeline, and then set up escalation rules to warn managers when crucial tasks are late by a particular period or fail to meet specific criteria.
With FreeAgent, you can customize every component of the system to your needs.
For more effective platform navigation, you will configure form sections, fields, rules, and layouts for all user types by choosing from hundreds of app and field icons and colors. Highly configurable record cards also display relevant field values and app actions from a record in Index, Kanban Board, List, and Related List views.
You can also calculate the interval between events used in computed fields and automation.
Plus, storing email addresses and scheduling meetings with several guests using email list functions, such as meeting invitations, automated report distribution, automated templated email to list recipients.
You can capture numerical values, percentages, or date fields commonly used in format masks and calculated fields.
Additionally, you can set dynamic record preferences across any App records in the FreeAgent tool, such as contacts, accounts, or more.
Optimize your business performance using FreeAgent CRM today!
FreeAgent lets you how work is done.
You will be able to manage, track, and create standards for the flow of work in your organization to ensure that it proceeds smoothly and follows industry best practices.
Additionally, roles and conditional form rules let you control which fields are visible, editable, or required and how field values are changed based on a variety of criteria.
Plus, you can create a new record from within an existing one, which automatically links the two records together and adds any custom values you specify.
Automating repetitive tasks is a great way to increase productivity and significantly impact your business with FreeAgent.
It is possible to develop and manage operations within the FreeAgent platform and to initiate automation based on a record update or custom code. Furthermore, workflows can be extended infinitely with bespoke webhooks and developer tool references.
You can easily create new records in any app using condition-based triggers to improve job management efficiency.
In addition, you may schedule tasks like creating/updating entries and or batch datasets to and from FreeAgent to run regularly. Then, customize workflow automation triggers based on creating a new record.
You can track and monitor critical indicators across your organization with the Free Agent Reporting tool.
You can organize reports into customizable dashboards for quick access to data. Additionally, you can add a mini-Dashboard to any view to show or hide from the dashboard in the View.
Important task-based metrics, such as cycle durations analytics, tasks by the owner, and tasks by project, can be tracked throughout your team as well.
You can use FreeAgent’s widgets to create a task dashboard with various KPIs and indicators so you can keep an eye on your team’s progress.
Reports can also be generated based on dates, dates ago, or dates in the past. In addition, FreeAgent helps you track and report email open and click rates across users and templates, as well as notifications when a receiver opens or clicks a link or attachment.
To make things even easier to find and use, you can organize your data into groups. Then automatically add widgets like subtotals, bar charts, and more.
You can import and export data from numerous databases with a few clicks.
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