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Description
The most effective approach to collaborating with individuals beyond your organization involves utilizing shared workspaces designed for prospects, clients, investors, and collaborators. Elevate the customer journey from initial demonstrations to onboarding and further stages. Oversee the entire customer lifecycle while gathering engagement data throughout the process. Clients will always have a reliable go-to resource for their needs. It serves as a centralized hub that consolidates all your links, PDFs, meeting notes, project timelines, proposals, and much more. Integrate your preferred tools, from Figma to Google Slides and Vimeo, to streamline operations. Navigate intricate deals and facilitate smooth customer onboarding. Transition away from spreadsheets; instead, develop a collaborative mutual action plan with clients, track progress, synchronize deadlines, delegate tasks, and provide a platform for comments and file uploads. Achieve personalization on a large scale by crafting branded environments filled with tailored content. Encourage customers to share their insights and propel projects forward, allowing them to comment on ongoing work and upload essential resources. This fosters a more engaged and productive relationship between you and your customers.
Description
Stay engaged with your team while on the move using SmartTask's mobile application! You can assign tasks, leave comments, and receive notifications for tasks you are monitoring. Enhance your tasks by incorporating additional details through customizable fields such as Dropdowns, Text, Numbers, or Dates. For tracking spontaneous tasks alongside custom fields and timelines, the Tasklist view is highly favored. The Activity view provides a comprehensive log of changes made to tasks, detailing who made alterations and when. Users can only comment on a task if the Comment Only feature is activated. Feel free to pose questions or provide additional information within task comments. You can also set time estimates for individual tasks, which will be aggregated to help gauge the project's overall budget. Easily filter data across various projects and save your preferred filters for future use. The calendar view offers clear insight into upcoming deadlines and significant events. You can also invite external collaborators, such as clients, vendors, and third-party individuals, to collaborate effectively. The tasklist can be filtered using multiple options, allowing for a tailored view of your project management. By using these features, you can streamline communication and enhance productivity within your team.
API Access
Has API
API Access
Has API
Integrations
Caliza
Easyflow
Figma
Google Slides
HubSpot CRM
HubSpot Customer Platform
Integrately
KonnectzIT
Make
Pabbly Connect
Integrations
Caliza
Easyflow
Figma
Google Slides
HubSpot CRM
HubSpot Customer Platform
Integrately
KonnectzIT
Make
Pabbly Connect
Pricing Details
$29 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Dock
Country
United States
Website
www.dock.us
Vendor Details
Company Name
Softronics
Founded
2016
Country
India
Website
www.smarttask.io
Product Features
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing