Daily agenda Get a daily agenda
Based on processes which you can create.
A simple easy to use data base that you sign into. No IT installation required.
Too busy to complete a task on an appointed day? A reminder pops up in next day's agenda with "x" days old. Just tick when completed.
Invent your own records and add processes, with or without planned dates.
Example processes
Receive a customer order - place orders internally or with a supplier.- follow up delivery date
Ask for feedback after a quotation
Plan yearly customer follow ups.
Those who carry out such processes on a regular basis will know that these are simplistic.
So start with the basic pr ocess and just add more as the need arises. No programming required.
What's a reminder?
A task appears on a daily email agenda for you or your team.
What happens if you are busy and miss a reminder?
Agenda just reports that it is X days old and comes up on the next daily agenda.
Do you have many standard letters, which can be saved such as "Arrival on-site"
Create a record called "Documents".
Save documents to this record.
Pick the letter you want and it will appear in your downloads.
Makes quotations faster and ensures that important bits are not left out.
Make any necessary edits and email to your customer.
A simple solution to every day issues
No IT installation necessary - just sign in over the internet.
A simple to use independent data base CRM, under your control.
For pricing email info@inhousecadtraining.com or call free phone 0800-2230445