Task Management

Stay on top of your daily agenda. Associates can assign personal tasks, while Managers can delegate work and track completion status in real-time.

Tasks

From Manager
Personal
Today
Upcoming
Completed

Follow up with Premium leads

Check conversion probability for this month

Today, 02:00 PMAssigned by: Admin

Update CRM Notes

Complete all missing notes for last week's calls

Today, 05:30 PM
Dashboard
Call
Leads
Tasks
More

Seamless Task Delegation.

No more messy group chats or forgotten verbal instructions. Give your team crystal clear actionable items directly inside their workspace.

Manager to Associate

Admins can create and assign tasks to specific team members. The task appears instantly under the "From Manager" tab, ensuring it's prioritized and completed on time.

Personal To-Do List

Telecallers can create their own "Personal" tasks to manage their day better. Whether it's a reminder to send a specific email or check a payment, nothing gets missed.

Real-time Completion Tracking

When an associate marks a task as completed, the manager's dashboard updates immediately. Track productivity and hold your team accountable with zero effort.

Ready to boost your team's productivity?

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