Contact your Solution Partner for more information on these solutions.
TaskWise (for SouthWare)
Customer Relationship, Opportunity, Task and Exception Management
TaskWise™ is a business software innovation that combines the vital functions of task management, relationship management, exception management, and information sharing into a single company-wide system that integrates with your financial data. Its purpose is to enable you and your coworkers to work smarter and more efficiently with access to the information you need to do your job in an excellent way.
Much more than just a basic CRM, TaskWise™ offers integration to all aspects of your SouthWare business system, allowing you to setup and manage all relationship data, both internal and external. TaskWise™ CRM puts everything in one place, eliminating the need to run multiple systems. TaskWise™ also includes integrated instant messaging and discussions, allowing you to communicate with other employees in real-time, across the office or around the globe.
TaskWise CRM Portal
Benefits of TaskWise
- Customers and partners get better service and follow-up
Management and staff can focus on:
- What tasks need to be done and why
- Who needs to be involved
- When tasks need to be completed
- Business exceptions and follow-ups are identified, tracked, and resolved on-line
- Manage daily work through one convenient portal that provides access to all programs in the SouthWare system
- Task and exception management are automated to make your system smarter and simplifies oversight
- Communication with employees or groups of employees is facilitated by using (TWIC) TaskWise™ Integrated Communications instant messaging and discussion forums
- and much more…