Action & Task Management


Stay on top of all your tasks with Evolumi CRM. Easily manage all your actions and efficiently work on them in the action workflow.

Evolumi: Action

You’ll never be more organized with Evolumi


Action Flow

Efficiently work on your tasks within the action flow. View all relevant information on one site and stop switching between different tabs. Need to write an email? No problem, you have the email address of the account right at hand. Your email will be sent within seconds and you can proceed straight to your next task.

Action Lists

Action lists are used to categorize actions. The purpose is to reach a certain type of action when it’s an optimal time to take care of it without sifting through all your tasks. You may label activities with locations, for example ‘in-office’ or ‘warehouse’ or you can label them according to how much time you need: ‘5 min’, ‘1 hour’. It’s up to you!

Evolumi: Action
  • Connector.

    Emails

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    Phone Calls

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    Meetings

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    Events

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    Reminders

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    Others

Make Sure Things Get Done


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Reminders


Set reminders for your activities, so you’ll never miss a deadline again!



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Filter & Sort Actions


Filter and sort your activities, so you can focus on the actions you want to work on.



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Export Actions


You can easily export your actions & they’ll be automatically saved in an Excel file.

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