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With the contracts’ module, you’ll be able to better manage: Tickets, Tasks and Times. Know exactly how many hours are included in the contracts, what their value is, how many tasks are pending for their completion, how many hours were entered, among others.
You can quickly find the invoice you are looking for by adding the filters: Account, Company, Rating No., Invoice No. and Origin. You can also create advanced custom filters to make your search easier.
Check whether the hours entered, whether by project, contract or assistance, are correct or if there are any irregularities. Easily classify time spent on each business, track its progress, know exactly what its start and end dates are, and where the classification came from.
Centralize all your contacts in one place and access them whenever you want. Organize them according to your needs and interests. Contacts are associated with customers, leads and partners.
Categorize all your customers, contacts and other entities as suppliers, partners and resellers. Organize all types of accounts with which the company works on a single platform.
Once your team has created time entries, you’ll know how much time has been applied to different projects, where more hours are being spent, the reasons that may cause inefficient time, and the hours exceeded per customer.
VAT identification number Validation
By entering a VAT identification number, the module automatically detects the name of the company to which it is assigned, its location and other relevant data. It allows you to save time and optimize your day-to-day work.
Import via Excel, quickly and easily, the data of your customers and contacts you want to associate to the platform. Select what you want to import and how you want to organize the information. This way you avoid duplicate data.
Control any kind of deal and track its progress. Know exactly what the state of the business is, how many deals were made in each month, how much business value was raised by the seller, and much more.
With this module you can easily control digital and non-digital subscriptions such as registrations and renewals of brands, domains, hosting, programs/software, licenses, and warranties.
Digital Marketing Management
You can schedule and share posts on social networks: Facebook, LinkedIn and Twitter and create a list of ideal publishing schedules, with unlimited number of links. This ensures that you never publish posts at times of low adherence.
Access detailed reports in real time to track processes and get a 360 view of your business. Types of reports: time logs, calls, tasks, tickets, projects, contracts, deals, and ratings.
Report calls to your team. Make sure that each call is answered on time. As soon as the contact/client hangs, the problem is already being solved.
Convert call reports to tickets. Create tickets and assign them to your team. Every time some problem must be solved, create a new ticket and assign it in real time to one fo your team members.
Manage all your projects in one platform, organize them by client, department, and schedule. This way you’ll know exactly how much time you spend by client and who is it assigned to.
If someone in your team has completed a task, you’ll know right away, and a new one can be assigned to them. You can do this even if you’re not in the office.
Manage all your clients and the contracts you have with them. Organize everything by client and keep track of the progress.
Manage services from your team on the clients. Assign each service to your team members and check how many hours are spent. Associate clients, team members, and documents to the process.