activity management
Activity management with automated tracking
Organize, assign, and visualize tasks from a central panel linked to the CRM, with traceability, collaboration, and smart automation.
Never miss an important task again
What is activity management in Clientify?
It’s a feature that allows you to organize, assign, and visualize activities like calls, meetings, or tasks, all from a centralized panel.
Every action is recorded in the CRM, linked to contacts or opportunities, and can trigger automatic flows so nothing falls through the cracks.
Key benefits of having everything under control
Why use activity management in Clientify?
- More organization: create tasks with due dates, priority, and responsible persons from a single place.
- Total tracking: link each activity to contacts, companies, or opportunities.
- Team visibility: check the pending tasks by user, type, or status.
- Increased productivity: automated reports to measure performance.
- Unlimited activities: no limits, so you can grow without friction.
How can you apply it?
Use cases: activity management
Education
Information inquiries: after the first contact, a call is automatically assigned to the academic advisor.
Industry and manufacturing
Opportunity review: tasks are created post-sales visit to ensure no follow-ups are missed.
IT and software
Technical onboarding: each new client generates automatic configuration and support tasks.
Marketing agency
Project management: briefing, deliverables, and reviews are recorded as shared activities.
Travel agency
Customized proposals: an activity is created after each inquiry to prepare the itinerary.
Health, beauty, and wellness
Appointment Confirmation: a task is automated to confirm and remind you of your assigned sessions.
They are already using Clientify
BOOST YOUR RESULTS by managing activities
Try ALL features for 14 days free.
14 days free with unlimited access to ALL of Clientify, then choose the tools you want to use (and pay for).
Better to decide once you’ve tried it, don’t you think?
CLIENTIFY CONSULTING TEAM
Have a Clientify expert by your side for 4 months. We provide unlimited help to get your new platform up and running from start to finish.
And what next? Keep counting on all the help from Clientify to digitize and scale your business.
