Activity & Customer Management

Chances are, if you don’t keep in touch with your members, your competitors certainly will. Fortunately, with powerful and tightly integrated activity management features, EZFacility and SDA can help you to stay on top and stay in touch.

Easily schedule calls, appointments and to-dos for Leads, Prospects and Members and keep track of contact results with full auditing, notes and reports. Improve staff efficiency with daily task lists and reminders, plus the ability to make and view activities for others.

Whether you’re using our activities features for sales prospecting, member service, retention or collections, you can be sure nothing will slip through the cracks.

Key Functionality Includes:

• Manage your day effectively with the easy-to-use activity list and calendar
• Schedule unlimited calls, meetings, letter, email and to-dos, plus create your own activity types e.g. credit control, retention, service etc
• Keep track of completed and pending activities per contact so nothing slips through the tracks
• Comprehensive activity reports to show staff productivity by time, type and activity result
• View and schedule activities for other staff members
• Full history per contact showing notes and results for each activity

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