calendar & tasking

Become more effective

Forming part of the GoMax Solutions CRM package these simple yet powerful modules were designed to help brokers organize not only personal appointment and tasks but the appointments and tasks of their clients.

  • Calendar & Tasking module ::
          • Calendar :
            • Select day, week and month views
            • Set-up reoccurring appointment events
            • View and setup an unlimited number of appointments
            • Setup multiple appointments at the same time
            • Colour code important appointments
            • Appointment time and day manipulation
            • Setup email and/or text reminders of appointments
            • Overview of daily tasks

     

          • Tasking :
            • Create, edit and schedule tasks
            • Prioritize and track task progress
            • Integrated with the calendar system
            • Automatically create important tasks on important dates
            • Setup email and/or text reminders of up and coming tasks