Automatic Tasks and Reminders

Let InTouch set you important, automatic tasks and reminders so that no vital opportunity, meeting or follow-up call is missed.

Automate your to-do list.

Let the system set you tasks based on certain triggers, for example when a contact opens your email, the system can set you a task to call them a week later.

Increase your team’s productivity.

Assign important tasks and set regular reminders for your team to complete and increase their productivity. Track their productivity with task reports.

Save time by linking contact records to your tasks.

Manually set yourself tasks and link it to a particular contact to save time searching for their contact record in your system.

Automatic Tasks and Reminders

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