Keep all internal notes and customer interactions in one place.
Assign and track tasks or follow-ups related to specific customers, quotes, orders or purchases.
Multiple team members can stay in sync by adding notes and updates to the same entries.
Connect all your employees with one central communication system. Emails and written and verbal communication is easily misunderstood or forgotten. Diary tasks aren't.
Quickly locate and view all past communications on customer and supplier profiles and their relevant documents. Find and share important information for ultimate traceability.
Prevent late jobs and ensure quality customer service with diary entry due dates. Set by the user creating the task, due dates can only the completed by the assigned actioner/colleague.
Unlike other dashboard indicators, diary alerts are user-specific. To create urgency and ownership, every user knows how many tasks they have and when they are past the due date.