BUSINESS ACTIVITY MANAGEMENT:
• Add business activities such as projects, deals, partnerships, exhibitions and more…
• Select stage such as initial, mid or done, or create your own stage, the stage will be shown next to your business activity (Limited).
• Create an event (Limited)
• Select event type such as meeting, call, SMS or create your own event type (Limited)
• Link the event to a specific contact.
• Set reminder.
• Add your note.
• Log your events, and add a result for them.
• Record past and future events, and save the history for each activity.
• Take direct actions such as calls, emails and SMSs.
• Generate reports, and send them via Email.
COMPANIES /CONTACTS MANAGEMENT:
• Add Companies.
• Choose their types, whether they are a customer or a partner, or create your own company type (Limited).
• Create Contact.
• Import your contacts and get them organized by company.
• Search in your business activities based on subject, company, contact and stage.
• Day View.
• Week View.
• Month View.
• Agenda View.
• Create Day, Week, Month, Agenda and Search Report.
• Create Text Report.
• Create Excel Report (Limited).
• Send the Text / Excel Report via Email (Limited).
Optimized Calendar is a simple CRM in a shape of calendar that designed especially for the business environment.
Optimized Business Calendar is easier, more flexible, more organized, more success.