Integrated calendar
Another crucial feature within the CRM module is the integrated calendar, offering the ability to input and schedule all essential appointments while setting up helpful reminders to ensure no deadlines or commitments slip your mind. This calendar provides a clear and concise display of your scheduled meetings, including details such as the participating company, a description of the meeting, and any other pertinent information associated with it.
Modifications to scheduled appointments are easily executed using the drag-and-drop function. Furthermore, the system supports a group calendar, which provides insights into resource allocation, such as the availability of meeting rooms, for example.