Task and Activity Management
Make Every Contact a Conversion Opportunity
Perhaps the most revolutionary element within the WHSuites software is the tasks and activity management tools, which are created with businesses in mind that would like to get work assigned, tracked, and completed without anything being missed, from the simplest to the most advanced tasks, all the way up to team task and activity tracking in real-time. Create tasks all the way to team progress monitoring:
- Assign and Track Tasks Centrally
- Automate Follow-Ups and Reminders
- Real-Time Team Activity Tracking
Teams That Utilize WHSuites
0
K+
Task Completion Rate
0
X
Average rating
0
Assignment All the Way Through to Completion
WHSuites task and activity management software has a neat, structured workflow for you so each task can be assigned accurately, followed up at the correct time, and completed by the person that the task is supposed to be completed by without confusion.
Assign your Tasks
You can assign any kind of tasks that need to be completed, such as calls, meetings, follow-ups, or approvals within WHSuites immediately. All you have to do is insert the due date, level of importance, and any details that need to be included on the task, then link it to the right leads, deals, or contacts in your CRM sales pipeline.
Assign tasks by Team or Project
With WHSuites task management software, it will be easy to categorize tasks by department, project, or specific team member, so every task and activity has the appropriate place to exist, and there will be no wasted time from miscommunication and doing two similar things twice.
Assign Ownership
&
Accountability for Every Task
Define who is responsible for each task and who should be notified upon completion. WHSuites role-based task assignment ensures every activity has a clear owner — whether it's a sales follow-up, HR action item, or compliance deadline.
Set Automated Reminders
Set automated reminders prior to each task's deadline. WHSuites built-in automated reminders let your team know that a task is about to be past due, which means you'll never miss another deadline. The reminders are customizable in terms of time, day, and the level of urgency, and can be delivered on all of your devices.
Access a Full History
Access a full history of all completed and modified tasks. WHSuitess task and activity manager provides a complete log of everything that you have done, everyone who completed it, and when it happened, to help your team in performance reviews and to be ready for compliance reporting.
Ready to Manage Your Tasks and Activity Effortlessly?
Try WHSuites CRM, used by over 12,000 other businesses already growing with WHSuites.
Manage Tasks and Activities Expertly
WHSuites full-service task and activity management system connects each action item to specific leads, clients and opportunities in your CRM.
WHSuites software is able to build an infinite number of tasks that will tie directly into leads, clients, or stages in the pipeline. Tasks are then made easy to organize via department, project, or person utilizing smart filters and personalized tags. WHSuitess task management system is built to reflect your business rather than constrain it to a specific workflow. Notes and attachments may be added along with the task type to fully understand each action item.
Get a clear overview of the activity of your sales team by using WHSuites’ built-in reporting functions. Monitor progress of tasks to task completion rates, delayed tasks, and workloads, and even the performance trend of the team. WHSuites presents you with all the necessary information about business operations, not simply a to-do list, but an all-encompassing activity management system with audit trails.
Develop tasks and attach them to any lead, contact or stage in your pipeline, any number of times you wish. Categorize your activities based on department, project or even by user with smart filters and custom tags.WHSuites task management was designed to facilitate the way your team works, not to force an operational flow on it. You can even attach relevant documents and notes, and specify the type of task to provide additional details to any task.
Delegate any task to any team member or collaborators right on the spot. Reminders for tasks to follow up, control the tasks’ visibility to users based on roles, and real-time alerts as tasks are completed, modified, or reassigned. WHSuites cooperative activity management keeps your sales representatives, sales managers, and customer service employees on the same page from any location, either at the office or remote working, or from home.
With WHSuites built-in reporting features, you have an overall vision on all activities performed within the team: task completion status, task backlog (overdue activities), workload by individuals and groups, and individual performance. WHSuites gives full reporting of operational data to your organization. It is not just a task list, it is a full activity management system with an activity audit trail.
Never Let Another Lead Go Cold with Smart Lead Capture
Assign tasks to the right people instantly with smart task assignment. Most missed deadlines are not due to laziness, but due to a wrong assignment or absence of follow-up. WHSuites' task and activity management software has intelligent logic for user role-based assignment that takes into account the roles of users, the department, and the work capacity of employees, so the system is already designed for team productivity by default.
- Auto-suggestions for task assignment based on the employee's role, department, work capacity, and availability
- Assign and reassign tasks from any device: desktops, tablets, or smartphones
- Notifications are sent to the relevant team member when a new task is assigned
- Assign multiple tasks to multiple teams, clients, or projects at once
- Assign or re-assign and escalate tasks with full activity trail logs instantly
DeadLine Management
A lot of missed deadlines are due to someone being given the wrong task or not being chased, rather than to insufficient effort. WHSuites Task & Activity Management Software, with intelligent role-based assignments, automatically recognizes the most appropriate person to give a task to based on their role, department, and current workload.
- Once a user role & department are established, WHSuites will provide the most appropriate member of the team to assign a task to.
- All tasks can be assigned, re-assigned, and escalated via a desktop, tablet and/or smartphone.
- All WHSuites users can mass assign tasks across several clients, projects and/or departments concurrently.
- Immediately reassign or escalate a WHSuites task, knowing that there will be a full audit trail of who assigned, when and to whom.
- WHSuites automatically notifies users when a task has been assigned.
Data That Proves the Difference
Real Results from Actual Teams Using WHSuites Daily
65%
Faster Task Completion
Users that have made the move from a spreadsheet or other manual system claim to be 65% more productive when using WHSuites.
3x
Better Team Accountability
All the tasks are assigned with a deadline and provided with an audit trail, giving managers and employees clarity over who needs to perform what and by when.
45%
Reduction in Missed Follow-Ups
The intelligent assignment and reminder system in WHSuites has helped to eliminate an average of up to 45% more missed follow-ups.
12,000+
Businesses Trust WHSuites
WHSuites is currently the task and activity management software solution of choice for Pharma, Real Estate, Education, etc .
Reminders & Escalation Management - Don't Miss Another Deadline
Lost deals and unhappy customers result from missed follow-ups and delayed tasks.WHSuites' task management system software is equipped with the reminder and escalation system your team needs to remain on top of any activity, through automatic notifications and complete activity history.
- Complete activity history; review any past task or completed task in a single click
- Task deadline alerts; establish follow-up reminder schedules for any task
- Automated task reminders and escalation notices at custom intervals (daily, weekly, etc.) on any pending or past due task
- Synchronization with Google Calendar or Microsoft Outlook for task deadlines and reminders
Access and Manage Tasks from Any Location/Device
WHSuites is responsive to mobile devices and because your WHSuites account is cloud-based, your tasks stay with you at the office, at a customer site, or at any other remote location.
Desktop
You can leverage the comprehensive activity history dashboards, reporting of task progress and team assignments, robust filtering features, and bulk task functionality. You can have this all in one place with WHSuites.
Tablet
The drag-and-drop interface that WHSuites offers allows a more user-friendly review and approval of tasks. It may be especially helpful for managers using their tablets for approving action items while at customer meetings or for field supervisors who want to track task progress with customers on-site.
Mobile
You can create a new task, edit the status of a task, or re-assign an action directly on your phone with the push of a button and alert team members in real time. You will receive alerts when a new task is assigned to you or when a deadline for any task is approaching.
- iOS
- Android
- Web App
- Chrome Extension
FAQs About WHSuites Task and Activity Management
Everything you need to know about WHSuites task and activity management software.
Task and activity management software assists businesses with creating, assigning, and overseeing individual pieces of work electronically. WHSuites uses task management in the same CRM environment and associates activities with customer contacts, deals, and leads.
In contrast to task programs separate from other customer-related info, WHSuites unifies your CRM as well as your tasks all in one location. Your staff can see tasks, add task deadlines, reassign tasks and your clients without the use of external integrations.
Absolutely. With role-based controls, WHSuites allow you to establish who can see, edit, make, and remove tasks, all of which apply to a group or individual.
Yes, WHSuites automatically sends reminders prior to the deadlines of all of your tasks and automatically escalates your outstanding work based on intervals of daily, weekly, or custom and tracks each of your escalation steps with a complete audit log.
Sure is, WHSuites offers native applications for iOS and Android, which empower all members of your team to create and manage their work, and send deadline alerts safely on the go from anywhere!
Yes, role-based access controls can be set in WHSuites so that you can decide who is responsible for viewing, editing, or canceling tasks. Users, teams, and/or departments can be granted/denied task access privileges.
Yes, WHSuites manages tasks based on department, including sales, HR, compliance, operations, and uses folders, permissions, and workflow unique for each one.
