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MarketingPilot CRM - Scheduling

MarketingPilot Scheduling enables users to quickly and easily view the workload of staff so that schedules can be managed appropriately.

Effortless, Flexible
Unlike other scheduling programs that require considerable effort and keying to setup and maintain, MarketingPilot is designed to make scheduling easy; there is no setup and no keying. MarketingPilot Scheduling is designed to be extremely flexible to accommodate many different operating environments.

 

 

 

Features

  • View estimated time of all activities including tasks, estimates, meetings, vacations and other activities.
  • View estimated time for a single staff member, a role, a workgroup/team or the entire organization.
  • View total estimated time.
  • View total available time and % busy.
  • Include estimated time of assigned tasks and in project estimates.
  • Drill-down into each Contact's activities.
  • Display schedule by hour, day, week, month, quarter or year.
  • Display schedule in a pop-up window so that users can assign work and view staff availability at the same time.
  • Powerful filtering, sorting and grouping options.
  • Set default work periods.
  • Set default work day.
  • Set work period and work day for each staff member.
  • Restrict access to specific users.
  • Handles multiple time zones for multi-location operations.
CRM Features
MarketingPilot CRM features are included in all editions of MarketingPilot AMS and MarketingPilot.
- Alerts
- Analytics

- Approvals
- Calendars
- Case Management

- Client Management
- Client Portal
- Contract Management
- Document Management
- Editions

- E-mail
- Estimates
- Events & Registration
- Financial Management
- Lead Management

- Marketing
- Opportunity Management
- Reports
- Scheduling
- Social CRM
- Territory Management
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