Manage activities
Abacus Activity Management enables you to efficiently coordinate all activities relating to your customer relationships. Activities are logged directly in the customer overview. You can use activities to create simple tasks, periodic processes and internal checklists. Letters, e-mails and appointments can also be sent directly from the CRM. All events are documented for a customer or an address.
Abacus Activity Management enables you to efficiently coordinate all activities relating to your customer relationships. Activities are logged directly in the customer overview. You can use activities to create simple tasks, periodic processes and internal checklists. Letters, e-mails and appointments can also be sent directly from the CRM. All events are documented for a customer or an address.
Group activities can be used to summarise several activities. This makes it easy to map complex processes with different tasks and responsibilities.
Evaluations
Dashboards and evaluations enable a comprehensive analysis of all activities across various Abacus programs. The activities in Activity Management can be analysed using simple selections.
Integration into the various Abacus applications
Abacus Activity Management is integrated into various Abacus applications. Activities can also be linked to projects, orders, products, tenants, properties, etc. and displayed there.
Your benefits with Abacus Activity Management
Abacus Activity Management is an important process for companies and offers you many advantages:
Activity Management
Transparent overview of all customer activities
Integration
Cross-application integration into Abacus Business Software
MyAbacus
Accessible anywhere via web browser with MyAbacus
Abacus Activity Management process overview
Enter activity
The activity is created based on a template and assigned to an user for completion.
Execute activity
When an activity is executed, the status changes to "in progress". Work can be protocolled.
Complete activity
Activities remain visible in the customer overview after they have been completed.
Manage your customer relationship activities with Abacus Activity Management
Other documents
Factsheet
Activity Management
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