Imagine your job done quickly and efficiently, your sales processes streamlined and your appointment schedule finally aligned. Taskeo makes it possible. It’s the comprehensive business management tool you’ve been looking for. Designed to improve the way your team works, Taskeo is a fully equipped toolkit packed with everything you need to skyrocket your productivity and increase your revenue. This comprehensive solution suite comes with Client Management (CRM), Project Management, Time Tracking & Billing, Appointment Scheduler and Email Marketing tools. Now ou can get more work done faster and run your business from just one platform.
CRM
- Increase revenue & maximize every sales opportunity
- Prevent missing follow-ups
- Prioritize the biggest revenue sources and nurture the right clients at the right time
Project Management
- Optimize & visualize workflows with multiple project views
- Distribute work evenly with Workload feature
- Assign tasks & monitor progress wherever you are
- Stay up to date with detailed activity log
- Make the most of project automation: set reminders, create recurring tasks and templates
Marketing
- Easily create, send & analyze your email marketing campaigns
- Contact your customers with a few clicks
- Send customized broadcasts & newsletters
- Optimize your messages to send them to the right people at the best times
Time Tracking & Billing
- Turn time tracking & billing from chore into a breeze
- Clock hours easily & edit the logs anytime and anywhere
- Create invoices with multiple rates & currencies,
- Sset up and monitor project budgeting
- Clock your hours as billable or non-billable
Appointment Scheduler
- Simplify meeting planning & management
- Put an end to sending countless emails in an attempt to arrange one meeting date
- Use branded, customized meeting forms to get more sign ups
- Import your contacts into Taskeo CRM to maximize your lead nurturing efforts
Reviews
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Summer 2019 Rising Star - Awarded by Software Suggest
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Best Value 2020 - Software Suggest
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5.0/5 stars on Capterra:
★ ★ ★ ★ ★
5.0/5 stars on GetApp:
★ ★ ★ ★ ★
