Activity Management Software
Manage activities of a project or an event at various stages, lean and agile.
Deliver Operational Excellence with Office24by7
Manage your team’s activities, time, and efficiency through a designated activity manager.
Create and Define New Activities
Optimize planning, scheduling, and organizing activities with established deadlines for timely project delivery, addressing customer queries, and enhancing sales relationships. Set priorities for efficient resource allocation, preventing oversights in new responsibilities.
Create New Custom Activity Types
Call, Email, WhatsApp, Demo, etc., are traditional activity types. But don’t get stuck with them! Easily create new activity types that fit your ever-evolving workflow requirements. Categorize and track a wide range of activities, providing a comprehensive overview of operations.
Assign, Transfer, and Share to Promote Collaboration
Delegate tasks efficiently to yourself, team members, or colleagues across teams for timely completion. The “Assign” feature gives the assigner access to view and track the activity. For complete ownership transfer, use the “Transfer” function. Facilitate seamless sharing with colleagues from diverse divisions or teams with the “Share” feature.
Interlinked Assets Support Direct Actions
Agents can edit or execute actions on leads, deals, contacts, or accounts directly within Office24by7 Activity Management software, eliminating the need to navigate back and ensuring a seamless sales process. Strategic alignment with the customer journey enhances sales efficiency, and agents can perform bulk actions for deletion, download, or status updates.
Schedule Appointments and Block Calendar Slots
Configure calendar details to ensure all appointments, including demos and calls, stay organized. Allocate specific slots on your calendar for commitments, keeping both you and your team informed about scheduled activities each day. This feature is helpful teammates seeking to reserve a slot with you apart from your committed times. Calendar integrations offer agents direct access to set up virtual meetings.
Review and Asses Overdue Activities
Deadlines are immutable; they are either met or missed. Boost team productivity by promptly reviewing and addressing overdue activities. Analyze reasons like underestimated effort or communication breakdowns to prevent future issues.
Hierarchical Activity Monitoring
Enable structured activity oversight across organizational levels, aiding managers and executives overseeing multiple teams. Offer a top-down view for efficient tracking, promoting informed decision-making on ongoing activities, campaigns, or projects.
Activity Log
Analyzing activity history uncovers patterns and identifies bottlenecks, guiding intelligent decisions. Real-time insights from live logs enable prompt optimization. Office24by7 Activity Management system adapts to different structures, enhancing productivity, tracking progress, and optimizing resource allocation. Prioritize activities to streamline workflow, reduce redundancy, and prevent project delays.
Enhance Overall Team Productivity with Activity Management Software
Office24by7 Activity management solutions provide extensive control over your leads, deals, accounts, and contact activities.
Custom Activity Type
Create custom activities based on your needs.
Custom Activity Status
Create custom statuses to include important details of activity statuses.
Assign Activities
Set mutual ownership of an activity by assigning it to a teammate.
Transfer Activities
Give a colleague the ownership of an activity while removing the access from your end.
Linked Actions
Perform actions on leads, accounts, contacts and deals directly from activities panel.
Bulk Actions
Perform bulk actions on activities, like status updates and removal.
Add & Save Filters
Save filters for monthly, weekly or daily activities, custom date range, or based on their events.
Table & Calendar View
Switch between Table view for list and Calendar view to grid based viewing.
Calendar Integration
Create and share meetings using calendar integration.
Block Your Time
Allow agents to review and opt an available timing for your appointment.
Create Meetings
Schedule audio conference meetings ahead of time and notify participants.
Reminders & Notifications
Setup reminders and notifications for you and your team to be on track.
Activity History
View the complete history and progress of all activities.
Internal Chat
Instant messaging to connect and collaborate with colleagues.
Hierarchical Monitoring
Role-based access within a three-level hierarchy: operator, manager, and CXO.
Reports & Dashboards
View progress of projects or events by individually viewing the progress made till date and plan accordingly using reports.
Mobile App
Managing tasks has never been easier with our mobile CRM solutions and other tools.
Activity Management Software to Organize Your Events and Projects
Office24by7 activity management is built to address a huge multitude of requirements.
Frequently Asked Questions
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