Project Management in Tall Emu CRM
Managing Projects in Tall Emu CRM is both simple and powerful. You can create projects and the tasks involved which then can be assigned and allotted time frames.
- Tasks On Projects
- Tasks Independently assigned
- ability to auto create projects based on items sold
- visualise and manage projects in Kanban and on a Map
These can then be shared with selected users of the CRM and a visual representation of a project in a project Grid.
Project Management and Visualisation with Kanban
and visualise Projects on a Map which provides the ability to plan visits to projects by drag and drop to calendar from map
For Projects that have a standard set of steps and/or tasks to complete the project, then a template can be created for repeated use. This save time when running repeatable projects.