CRM Suite
The internet has ushered in a new age of outreach. Do you know how to communicate with your audience effectively? TaskSuite’s CRM system gives actionable insight so you can drive revenue through a satisfying customer experience.
Get Accurate Forecasts
By using a CRM to gather relevant data, you can generate real-time reports and flow charts for use between teams. You can use these insights to find opportunities for improvement and develop optimal strategies for sourcing leads and retaining customers.
Get More Done in Less Time
A CRM streamlines a host of intregal processes in order to increase productivity and profitability—you can track your leads and existing customer base in order to better manage your relationships and generate customized reports for increased connectivity beterrn teams.
Design Custom Dashboards
We know every business is unique, and there’s no such thing as a one-size-fits-all solution. Instead of packing as many features as possible into a rigid system, we’ve designed our CRM to be fully customizable. Only see the information you need to see for quick, effective insights
Document Mangement
Cybersecurity is on the forefront of everyone’s minds—you, your employees, and especially your customers. Our system allows users to securely upload documents to the CRM for quick and easy access, and you can rest easy that your sensistive material is safe with us.
From Opportunity to Quotation
TaskSuite’s CRM systems are designed to assist you every step of the way, from sourcing leads and identifying prospects to sealing the deal—you can quickly generate quotes that can be adjusted to fit your customer’s requirements.
Affordable and Accessible
Our goal has always been to offer small to mid-sized businesses the enterprise-level solutions they need to succeed in today’s competitive climate. TaskSuite CRM is feature rich but more affordable than our competitors—and easy to integrate into your current processes.
Features and Functions
TaskSuite offers a wide variety of powerful CRM features designed to help organize and clearly understand your customers, and track interactions with ease.

Reach

TaskSuite CRM utilizes the built-in microphone on your devices and makes calls directly from a browser.
Platform is accessible from a wide variety of devices.
Get alerts from anywhere for faster service.
Call contacts by simply clicking on their phone number.

Manage

Store contact information of any customer or supplier you’ve done business with in the past.
Chats, emails, and calls are automatically logged.
Track the activity of leads and existing customers.
Supports interaction via any channel.
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Maintain

With a 24/7, 365-day, 360-degree view of your business, you can identify tangible business goals.
Real-time sales and marketing tracking.
Actionable insight into every customer interaction.
Put all your digital interactions in one place.
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Connect

With a CRM that can be easily accessed by anyone, even across departments, you can drive productivity.
Find opportunities for improvement in individuals.
See which teams are performing at their best.
Automatically schedule the right person for the job.
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Ready to adopt, structure, and dive technology for profitability?
If you’re looking to save money and grow your business by streamlining and simplifying processes with TaskSuite—give us a call. We’re happy to answer any questions you may have about getting started with our platform.