Business activities

(not available in Basic/Premium edition)

If there are sales managers among the agency's staff, it is necessary to keep track of their meetings, emails, phone calls, etc. For this purpose, there is the business activity module. It allows you to plan activities following realised activities, and as activities approach, the system sends automatic notifications.

The business activity list can be viewed in a separate window or directly in a client's detail.

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FAQ

How does the system notify of the date of an approaching business activity?

Every user can define in his/her details how far in advance a notification on an approaching business activity will be displayed. The notification is very similar to Outlook notification of a new incoming email.

If a sales manager is away, can another sales manager set up notification of the other sales manager's scheduled activities?

Yes. Every user can set business activity notifications so that notifications for other users are displayed as well.

Concerning email business activities, do I have to write an email to a client in my email client and copy and paste it in QuaHill afterwards?

No. If you use MS Outlook, Mozilla Thunderbird or a similar email client, you can write an email directly in QuaHill and subsequently open it in your email client.

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Andrey Andreyev, CEO,

PONIMATEL Translation Company, Russia

For a translation company with a large turnover choosing a right CRM/ERP system for registering jobs, accounting, reporting and so on is a life-and-death issue. That is why we analyzed many industry specific tools and finally decided to use QuaHill: a reasonable price, easy-to-use, wide functionality, lots of settings many of which may be customized to the specific requirements of the admin and/or user, handy statistics, all data (incl. files) of our clients, vendors, payments, etc. can be stored in one single program(!). Using this tool within a year we also enjoyed excellent communication and very responsive support, flexible approach of developers who fulfilled our wishes adding special functions and adjusting things for comfortable work of our staff. After one year passed we are still happy and will continue using QuaHill.

NEWS

30.11.2017 - New edition of QuaHill Enterprise launched! Details can be found here here..

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