Focus on what drives your growth with CRM work planning software
Always stay a step ahead by planning all your work on one digital workspace. Get all your teams to collaborate and get more out of them with intuitive CRM work planning software like Solastis.
What can CRM work planning software do for your business?
Track all processes on one digital platform and get a better overview to know which work is more important for your business and focus on finishing it first.
Allocate work to the right people
Assign cases to a particular user- group or team members so that everyone knows what to work on and have more clarity about what they should accomplish.
Monitor every stage of any work processes and learn which tasks are facing obstacles or are taking more time. Understand where your resources are being underutilized or overused and distribute them accordingly.
Why should you select Solastis as a CRM work planning software solution?
Use Solastis CRM as your work planning software to organize your workflows smoothly. Improve communication and encourage cooperation by implementing a solution that simplifies day-to-day tasks, helps you put your work plans in action and lets you integrate changes in as per your needs.
Establish best practices with Solastis CRM as work planning software
Create multiple case types to make your work processes more manageable
- Create case types to work processes that are implemented repeatedly in your organization
- Save time by giving similar processes a structure through case types
- Create as many or as few case types as you require for your processes
Use a sequential project management tool to visualize your work strategies
- Get an overall picture for every case or project through a visual and sequential pipeline
- Use chronological steps to track progress at every stage of a case
- Learn how your work plans are implemented and monitor pending, completed and ongoing tasks
Fine-tune your work plans with customized options and additional controls
- Segment work according to organizational units and geographical locations
- Use this categorization to control access to different processes or organizational units and avoid any confusion
- Manage processes across territories with work planning software that tailors your needs
An advanced case management platform with which you can digitize any business processes. Create multiple case types for separate business processes.
Create sequential steps in your case.This ensures that the case is moving in an efficient and predefined order. You will also know exactly where case is stuck.
You can assign each task (within a case) to a different employee based on his skills. Automatically assign these tasks to CRM agents.
Solastis CRM provides rich functionality to design authorization roles to suit your exact needs. Full flexibility in defining objects as well as roles.
Emails are perhaps the most important aspect of a CRM system. Solastis CRM provides full email integration. You will never miss an important update.