Sales work lives in the gaps between screens — the call you meant to make, the quotation nobody chased, the visit that never got planned. Fast CRM pulls all of it onto one board: allocate a task with a priority and due date, drag it across To-do, In-progress and Done, plan the day's calls and field visits — and because each task hangs off a real enquiry, quotation or order, nothing floats free as an orphan reminder.
A task is created against a real record — an enquiry, a quotation or an order — allocated to a person, worked on the board, and closed with a reason. Nothing is a free-floating to-do.
Open the allocation screen and you don't start with a blank note — you start with the customer's open work. Pick the party and its document by doc code, doc date and due date, then set the task action, the allocated employee and the task due date. The task carries a current status through its workflow — Draft, In-Progress, Completed — and closes against a maintained task reason, so "why is this still open?" always has an answer.
The movable task board turns the status list into something you can actually see move. Drag a card from one column to the next and its current status updates as it lands. Build a team, allocate work across its members, and the board shows every member's tasks side by side — so a sales manager reads the whole desk at a glance instead of pinging people one by one. Each card still carries its remark, completion percentage and the record it belongs to.
The call-planning screen opens on Today's Call Details and Pending Call Details with live counts, so a telecaller knows exactly who to ring. Click-to-Call dials the contact number; when the call ends, an Add Call Details popup captures the outcome — Lead Received, Not Interested or Transfer — with the next follow-up date. Field visits are planned the same way: set the activity, the client name and location and a priority of High, Medium or Low, and each planned visit becomes a numbered visit-report line. With the telephony and IVR integration the call also logs itself against the party.
Put task groups on a shared calendar and switch to an all-user status view, and a manager sees the whole team's day on one screen — planned, in progress and overdue. Task dashboards and graphs turn the same data into pending-by-user and status-wise charts, sales targets show target versus actual per salesperson, and the activity master keeps every activity group, type, code and name consistent so the reporting adds up. It is the reporting layer that sits over your follow-up dashboards and Customer 360.
Allocate a task against a party and document with a task action, allocated employee, priority and task due date — never a blank reminder.
Current status moves through Draft, In-Progress and Completed via a task-status entry, and closes against a maintained task reason.
A movable board where you drag a task across To-do, In-progress and Done, and the current status updates as the card lands.
Build a team, allocate work across its members and track everyone's tasks on one board instead of chasing people individually.
Task groups on a shared calendar with an all-user status view — planned, in progress and overdue work for the whole team at a glance.
Pending-by-user, status-wise and due-date views turned into dashboards and graphs, so nothing slips silently past its due date.
Today's and pending call lists, Click-to-Call dialling, and outcome capture — Lead Received, Not Interested or Transfer — with follow-up dates.
Plan visits by activity, client name and location, and High/Medium/Low priority — each becomes a numbered visit-report line.
Sales targets show target versus actual per salesperson, and the activity master keeps activity group, type, code and name consistent.
A reminder that isn't attached to a deal is a reminder nobody owns. Here is the difference — and for the bigger picture, read what is CRM software?
Yes. Fast CRM Software carries the whole activity side of selling in one module: task entry and allocation with priority, due date and a status workflow; a drag-and-drop kanban board; team tasks; shared calendars; task dashboards and graphs; telecalling and call planning; and field-visit planning. The difference from a generic to-do app is that every task, call and visit is linked to a customer, enquiry, order or document — nothing floats free.
Yes. The movable task board lets you drag a task across status columns — To-do, In-progress and Done — and the current status updates as you move it. Underneath, tasks carry the real status workflow (Draft, In-Progress, Completed) along with a task action, current status, due date and a task reason, so the board is a live view of work, not a static list.
Every task is allocated against a real record. When you allocate work you pick the party (customer), the document — an enquiry, quotation or order — its doc code, doc date and due date, then set the task action, allocated employee and due date. So a task is never an orphan reminder: it is chase this quotation, follow up this enquiry, complete this order. That is what makes the pipeline actually move.
Yes. The call-planning screen shows Today's Call Details and Pending Call Details with live counts, a Click-to-Call button and click-to-dial on the contact number, and an Add Call Details popup where the caller records the outcome — Lead Received, Not Interested or Transfer — with the next follow-up date. With the telephony and IVR integration the call also logs automatically against the party.
Field-visit planning records the activity, the client name and location, and a priority of High, Medium or Low, and produces a numbered visit-report line (Sr. No, dated, client/location) so a salesperson's day in the field is planned and evidenced. Sales targets are maintained separately and roll up into the task dashboards and graphs, so target versus actual is visible per user.
Yes. Team task management lets you build a team and allocate and track tasks across its members, and the calendars put task groups on a shared calendar with an all-user status view — so a manager sees who is doing what, and where the pending work sits, on one screen rather than chasing individuals. Fast CRM runs cloud or on-premise, for manufacturers of every kind, across India and worldwide.
Live demo of task allocation, the drag-and-drop board, call planning and field visits — on your own pipeline. Cloud or on-premise, no generic slideshow.
