Task management and interaction tracking ensure clients are properly cultivated and that follow through is performed.
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Managing staff is not an easy responsibility. That's why ReactionCRM allows you to easily assign tasks to your employees. The system sends reminders for incomplete tasks, and allows you to optimize your workflow through the use of task templates.
Create emails with your business branding with ease. With email templates, preparing an email to be sent takes just a few seconds. The scheduling function ensures that your email reaches its recipient on time.
You can also create templates for letters, contracts and other paper documents. This ensures that your documents look professional and ready to print. Further, they can be sent as PDF attachments via email.
For greater insights and better relationships with your clients, ReactionCRM provides the ability to store interaction history. Seeing previous interactions you've had with a client will help you be better prepared for the next one.
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