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TaskWise

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.
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Taskwise.pdf
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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

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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…

TaskWise CRM Webinar

TaskWise Opportunity

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    For more information or to request a demo on TaskWise for SouthWare, complete the form below.

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Contact your Solution Partner for more information on these solutions.

The SouthWare Partner Alliance (SPA) is the premier association of SouthWare Solution Partners - providing SouthWare Solutions, Technology, Training and Support Services. For more information about the SouthWare Partner Alliance or the Southware User Conference, please contact your SouthWare partner.
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  • SouthWare
  • Events
    • 2025 Aptean Unite Conference
    • 2024 Aptean User Conference Review
    • 2023 Aptean User Conference Review
    • 2023 Aptean Cloud Expo
    • 2022 Conference Resources
    • 2021 Conference Resources
    • 2020 Conference Review
    • 2019 User Conference Review
    • 2018 User Conference Review
  • Resources
    • Today's Tip - Price Overrides
    • Genius Quick Tips
    • SouthWare Onboarding
    • StayCurrent
    • Solutions >
      • Aptean Cloud SaaS
      • AvaTax by Avalara
      • EazyStock
      • Aptean CRM
      • Aris Power BI
      • BTM MMS - Manufacturing
      • OpusScan
      • StarShip
      • Warehouse Tracking
      • TaskWise
    • Webcast Videos
    • Year End Processing
    • Service Status Pages
  • About & Contact