Activity ManagementOrganize customer relationships with Abacus Activity Management

Overview

To the product Abacus CRM

Activity management in Abacus CRM

Activity Management allows you to monitor your customer relationships. Enter all activities directly in the customer overview and send letters, e-mails and appointments conveniently from Abacus CRM.

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

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