Our CRM isn’t just for clients and sales – it also helps manage your tasks and to-dos so you stay organized. In sales, timing is everything, so use these features to keep on top of your workload:
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Tasks for follow-ups or actions: You can create internal tasks in our CRM (under Tasks module) for anything, and assign them to yourself (or others). For instance, after a client meeting, create a task “Prepare proposal for Acme Tech” due tomorrow. Or “Call back Lead X after they return from vacation” due two weeks from now. These tasks show up in your dashboard and calendar.
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Assigning tasks: If some tasks involve others (say, you need our design specialist to create a layout for a big proposal), you can create a task and assign it to that team member (and optionally follow it yourself to get updates). our CRM tasks allow multiple assignees and followers, and everyone can comment within the task. This is useful for coordination. As a salesperson, you might not assign many tasks to others initially, but know the feature is there for cross-team work.
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Task deadlines & reminders: Set realistic due dates on tasks. our CRM will highlight tasks due today or overdue. You can filter tasks by due this week, etc. Make it a habit each morning to check “My Tasks” in Perfex. Also, tasks can be linked to specific leads or projects. If it’s about a lead, link it so all info stays connected.
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Calendar integration: our CRM has a calendar view that can show you tasks, events, contract expirations, etc. It’s handy to see your month or week at a glance. If you schedule a meeting with a client, you could either just use Outlook/Google Calendar or also log it in as an event (like a task or calendar note) – up to you. Key events like “Proposal expiration” are automatically in the calendar if you set those dates on proposals.
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Collaborate via notes & comments: Within a lead or project, you can also ping team members by leaving notes or tagging if needed. For example, if you convert a lead to a customer and then ops takes over for installation, you might start a Project for that implementation and add tasks for ops. While that’s more project management than sales, it’s good to know how it flows – a smooth handoff keeps clients happy and you get credit for a well-managed sale.
Daily Routine with our CRM:
Start your day by logging and checking a few key things:
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Notifications (bell icon): See if any leads commented on proposals overnight, any reminders popped up (e.g. “Call John Doe today”), or any tasks are due.
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My Open Leads: Look at your Kanban or list of leads. Which ones need attention today? Perhaps one is waiting on a follow-up call, another needs that proposal you haven’t finished. Prioritize them.
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My Tasks: Check tasks due today or pending. Maybe today is the day to follow up with all leads in “Contacted” stage that haven’t responded in 7+ days.
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Calendar: Quick peek at the week – do you have a demo or meeting scheduled? Any proposal expiring that you should nudge the client about?
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Pipeline review: Identify any bottlenecks – e.g., if you have many leads stuck at Proposal Sent, maybe spend time calling those folks or see what’s needed to push them forward. Our CRM can run a report on Leads conversion or status, which might be overkill daily, but worth checking periodically to see your conversion rates, etc.
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Add new info: If you had calls or emails yesterday that you didn’t log, update those now while fresh. Keeping things updated daily prevents things from piling up.
Throughout the day, after each significant action (sent an email, had a call, got a client reply), make it second nature to pop into our CRM and update the lead or task. It only takes a minute and saves future-you a lot of confusion.