Revenue Growth Engine Bundle 4-in-1 Pack

✔ Outreach Funnel Matrix: Analyze outreach effectiveness and conversion rates visually.

✔ Outreach Summary: Track outreach history and measure performance with aggregate summaries.

✔ Client Summary: Evaluate client interactions and gain insights into relationship status.

✔ Daily Task Tracker: Visualize daily achievements and workload balance with progress bars.

✔ Filtering Options: Filter through the weekly schedule of all employees on a click.

✔ Deadline Highlighting: Stay ahead with highlighted deadlines for key tasks.

✔ Calendar: Select dates easily with a pop-up calendar date picker.

✔ Client Information: Store essential client details such as name, contact, and company information.

✔ Interaction History: Keep a record of past interactions with each client for better relationship management.

✔ Customizable Fields: Adapt the database with custom fields and information as needed.

✔ Auto Calculate Columns: Automate calculations for metrics like reach count and lead status.

✔ Outreach Scheduling: Plan and schedule future client interactions for regular communication.

✔ Delegate Responsibility: Assign personnel for each outreach to streamline the process.

✔ Reach Out History: Record detailed history of outreach efforts.

✔ Schedule Leads Section: Efficiently manage and schedule follow-ups with leads for increased engagement.

✔ Personalize your tracker with your own type of clients, their source, associated priority, client interest status, reach-out method, and employees.

✔ Quick visual indicators of overall task status with total, open, and completed tasks counters.

✔ Detailed visual breakdown of task distribution among team members with open and completed tasks.

✔ Visual representation of tasks categorized by their current status, facilitating easy task monitoring and prioritization.

✔ Breakdown of tasks by custom-defined statuses from the settings tab, providing a detailed view of task statuses.

✔ Task Assignment: The facility to enter comprehensive task details including date, name, employee assignment, priority, status, progress, deadline, and description.

✔ Dropdowns: User-friendly dropdowns for selecting employees, setting task priority, and defining task status.

Color Coding: Conditional formatting by color in case deadlines not met.

Dynamic Features: Task cards instantly update to reflect changes made in the Tasks tab, ensuring real-time task management and visualization.

✔ Kanban Board Pro is a customizable task stages manager designed to streamline project management and enhance team productivity.

✔ With features like customizable statuses, priority level setting, and comprehensive progress tracking, it offers a comprehensive solution for efficient task management and workflow optimization.

✔ Dynamic Progress Visualization: Monitor and visually understand the progress on tasks with dynamic progress assignments in the cards, providing easy cues for understanding completion status.

✔ Accountability: Easily identify task assignees with names displayed alongside task cards, promoting collaboration, communication, and accountability within teams.

✔ Priority Visualization: Cards get dynamically colored based on the priority assigned to the task

✔ Option to define team members for task assignments, ensuring efficient resource allocation and management.

✔ Ability to create up to 10 unique stages for a comprehensive action planner and task checklist view, facilitating customized  workflow  management  and organization.