SmartTask
Home
  • Getting Started
  • Quick Start
    • Overview
    • Initial Setup
    • Invite Teammates [Admin]
    • Creating first Tasks
    • Working together as a team
    • CRM & sales management
  • fundamentals
    • Task
      • Creating a task
        • Creating task from email
        • Importing tasks from MS Project
        • Importing Tasks from CSV
      • Recurring task
      • Set reminder
      • Task Assignee & Followers
      • Task Comments
      • Task Description
      • Subtask
      • Search
      • Filter and sort task
  • Organization initial setup
  • CRM & Sales Management
    • Adding Contacts
      • Importing contacts
    • Creating interaction history
    • Creating a sales pipeline
  • Permissions
    • Group Permissions
    • Project Permissions
    • Task Permissions
  • Group Basics
  • Project Basics
    • Sections
    • Export Project Tasks
  • Portfolio
    • Milestones
  • Custom Fields
  • Custom Charts
  • Advanced
    • White Label Overview
      • Setting up Custom Domain
  • Integration for Slack
  • Frequently Asked Questions
  • Onboarding the team
    • Email Template for on-boarding team
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On this page
  • Adding a Contact to a Task
  • Track deal's status with sales pipeline
  1. Quick Start

CRM & sales management

Fruitful business interactions with clients are characterised by meaningful as well as result oriented communication.

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Last updated 6 years ago

Many well researched results state that on an average 5 follow ups with a prospect is required to crack a successful deal. The sales team interacts with thousands of target customers simultaneously. Hence, this creates the requirement of a systematic follow up mechanism that aids in seamless integration of the sales follow up mechanism.

SmartTask aids you not only to tasks to create tasks but also to follow up with a prospective customer, it also aids the company to track the journey of a customer through various processes pertaining to the sales pipeline. Refer to the video below for a quick tutorial.

Adding a Contact to a Task

Track deal's status with sales pipeline

With Smart Task easy analytics, figure out on a daily basis , the success of a sales strategy.

When a task is associated with a contact, it is also added the contact's activity feed for us to refer back to. Many a times we don't remember what transpired with a contact in the last meeting and that is where is very helpful.

Track deal stage or milestone through application of customised tags in SmartTask. Update teammates about status of an account by tagging the stage of sales process with tags such as Pitch Made, Meeting Scheduled, Deal Won or Deal Lost. also aids an organisation to understand the impact of the strategic planning and improvise upon the same.

Sales pipeline
Creating a contact and associating with a task
Activity feed