Task Management
with Maximizer CRM 10 Entrepreneur Edition (Contact Manager)

Manage daily tasks effectively to ensure all action items and deliverables are completed on schedule with Maximizer CRM 10 Entrepreneur Edition contact management. Set-up follow-up to-do’s with staff and clients, whether it be making the next call, completing a proposal, or sending a follow-up email.

• View your upcoming activities at a glance with more flexibility to see and prioritize tasks as you like
• See account or lead information related to the task to sort as you like (i.e. sort by zip, phone or stat to prioritize calling by time zone)
• Work effectively with colleagues and assistants by assigning tasks to others
• Plan a series of tasks with Action Plans to a consistent set of best practices
• Use Action Plan templates to manage projects, sales activities, or lead follow-up processes
• Synchronize with your task list in Outlook and then to your mobile device
• Print your daily task list to your daytimer
• Leave it to Maximizer to prompt you before task deadlines