Tasks

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Brilliance CRM is a full-featured Customer Relationship Management (CRM) platform that offers a comprehensive range of features in a 'no code' environment. With Brilliance CRM, you can leverage all necessary functionality without coding. And if you require any customizations or additional features that are not included, we provide them at no extra cost.

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Task Information

Tasks within Brilliance CRM is one of the most powerful features. It directly integrates with Accounts, Portal Users, and Projects/Jobs. Here's a breakdown of tasks and activities in a CRM:

Tasks: Tasks are specific actions or to-do items that need to be completed by CRM users. They are typically associated with a particular customer, contact, or opportunity. Tasks can include activities such as making a phone call, sending an email, scheduling a meeting, conducting a product demonstration, following up with a prospect, or any other actionable item related to customer engagement or sales processes. Users can set due dates, assign tasks to themselves or others, and track their progress within the CRM system. Tasks help users stay organized and ensure that important actions are completed in a timely manner.
Activities: Activities encompass a broader range of actions and interactions that occur within the CRM system. They include various forms of engagement or communication with customers, such as phone calls, emails, meetings, notes, support tickets, social media interactions, and more. Activities can be logged and tracked in the CRM to maintain a comprehensive record of customer interactions and touchpoints. By capturing activities, CRM users can have a historical timeline of customer engagements and gain insights into customer preferences, needs, and communication history.

Activities often serve as a source of information for tracking and managing customer relationships, identifying opportunities, and providing a holistic view of customer interactions across the organization.

In summary, tasks are specific action items or to-do items associated with managing customer relationships and sales processes. Activities, on the other hand, encompass a broader range of customer interactions and communication that are logged and tracked within the CRM system. Both tasks and activities contribute to effective customer management, improved sales processes, and better collaboration within the CRM environment.

Note: You can also have tasks/task details automatically pulled from a specific email address. This is beneficial so that customers can email a centralized customer support email and have it process all of the task request information.

Grid

See all of the tasks (Active, Inactive, or All) with quick searching.

General

See when the task started, when it is expected to end, the current status, and more. The end date can be set based on a SLA (Service Level Agreement) assigned to a specific account.

Details

When a task is entered, you need to know what work will be done. This is where you add as much detail to assist in getting the world done.

Documents

A great way of tracking is the ability to securely store documents in a centralized location tied to each of your customers.

Miscellaneous

Add a non-CRM user to be notified of the task changes, track any billable items (e.g., mileage or expenses), relate to other tasks, and tag the task with certain internal keyword tracking.