Activities App

Know what is happening with your clients in place.

Capture all client activities and tasks in one integrated platform.

 

 

Key features include :

  • Capture File Notes, Calls, Meetings, E-Mails & Tasks
  • Assign tasks to people and/or teams
  • Rolling file notes against Groups and Clients
  • Views to monitor and report on activity
  • Notifications for due, overdue and task assignment

Outlook e-mail and diary integration coming later in the year.