AXSAR Solo CRM supports Tasks Management for small businesses.
- Create / update tasks
- Search tasks & filter them by project, type, status, account or priority.
- Attach files to a task
- Add comments
- Forward any task related emails to a task’s specific email inbox. Email contents will be attached to the task, so that you have full traceability regarding task related email exchanges with different team members.
You can also visually track tasks on a visual board.
For each task, you add track all comments, emails, activities, and files. Each task will have a unique ‘inbound’ email address.
You can forward any emails to this address, and all email contents and files will be attached to the task.