NEVER MISS A FOLLOW UP APPOINTMENT

... With the Zero BS CRM Built in Task Scheduler & Calendar

Tasks

Never miss a follow up opportunity again.

Introducing the simple, contact-connected CRM Task Calendar:

CREATE

Create a task. Set the start date and end date.
Choose which contact it relates to, and who owns the task.

REMIND

Set when to be reminded about the task.
Email notifications can be sent to the task owner to remind them that the task is due.

MARK COMPLETE

When done, mark the task complete to simply and easily manage your workflow.

Simple Task Management.

See what's coming up on your calendar, convert more leads. No unprofitable clutter or useless features.

Task List in View (Calendar/Scheduler)

Scheduling tasks is a breeze.

Simply add a new task against a contact, set the dates, notification schedule, and you're done!

Set Dates

Tasks can be scheduled for one time, a time-range or over multiple days.

One-time tasks
Multi-day tasks
Easy-to-use Date-range picker
Set the time of your ZBS CRM Task
Choose which CRM Team Member to assign the task to

Choose Team Member

Choose who is responsible for the task. This makes it easy to filter the task calendar by task owner.

Owners can also be notified that the task date is approaching (by email), prompting them to take action.

CRM Team Members can Own Task
Admin can assign to team
Automatic Email Reminders

Reminders and Task Status

You can control when your CRM team member is notifed. This happens 24 hours before the due date, or an hour before.

If a task is completed early, marking it as complete will stop the email notification being sent.

Manage To-do's
Notifications (optionally)
Task Completion Options

Freelancer

Invoicing Pro, Gravity Forms, PayPal Sync, Woo Sync


$11

per month, billed yearly

Start with Freelancer
  • Access to 4 CRM extensions
  • Basic Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates

Entreprenuer

All CRM extensions, Priority Support


$17

per month, billed yearly

Start with Entrepreneur
  • Access to ALL CRM extensions
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates
  • *includes Mail Campaigns

Elite

Everything in Entrepreneur + Mail Campaigns


$30

per month, billed yearly

Coming Soon
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • Single Site License
  • Free 30 minute conceirge call
  • Access to Slack Community
  • 12 months support and updates

Reseller

Everything in Elite +10 licenses and white-label


$5.40

per site, per month, billed yearly

Start with Reseller
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • 10 Site Licenses
  • Free 30 minute conceirge call
  • White Label / Rebrander
  • Access to Slack Community
  • 12 months support and updates
Mail Campaigns will become part of the Elite Bundle from v3.0 onwards. Buy Entrepreneur now and get Mail Campaigns included in your plan.

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