Taskation is packed with features to help you manage your business better.
Customer Records
- Add and search customers and all contact people
- Log calls and follow up, see a history across individuals, companies and individual users
- Export lists for mailing platforms
- Register contacts for events and courses
Leads and Opportunities
- Follow an opportunity all the way from lead, though the quotation stage, all the way to delivery
- Embed a form on your website for customers to request a quote themselves
- Upload your own Word document templates to create quotes and other project documentation
- Integrate with Signable for automatic e-signing of contracts
- Sales pipeline overview with drag and drop between statuses
Project Management
- The sales opportunity record is the project record, so you don’t have to re-enter data
- Add tasks and milestones, manually or from a template
- Per-project task management view
- Schedule jobs and plan your workload
Invoicing
- Create, print and send PDF invoices direct from the system
- Set credit limits for customers
- View and manage invoices
- Send invoices directly to Xero, or export to Sage 50 (other accounts integrations coming soon)
Reporting
- Create powerful, flexible reports for export and analysis
- Add reports to your dashboard
Integrations
- Link to your Microsoft Outlook calendar on Office365
- Send your invoices directly to Xero
- Get proposals and contracts signed quickly with Signable