Share, assign, or delegate even the most complex tasks — all within iSEEit
Closing large, complex deals these days is a team effort, and coordinating all the people and tasks involved can be a nightmare. That’s why tasks have been so tightly integrated into iSEEit, so you can keep track of everything that needs to get done. And every task contains a progress bar, so you can see the status of every task with a single glance.
View and track tasks by deal, goal, timeline, people or milestone
Filter tasks and see what’s relevant in an instant. Have a meeting with your client and want to review all open tasks? Or need to view all tasks that you’ve assigned to a specific rep? Just one click and you’ve got them.
Keep tasks linked to the relevant contact, leads and deals
Whenever you open a contact, lead or deal, you’ll see exactly what tasks and activities are connected to it, so you can stay focused on getting things done instead of managing to-do lists.
“It doesn’t take much time at all to accomplish my daily work… iSEEit really takes the complexity out of sales and presents things in a simple, intuitive way. It’s the first time I get the feeling that this is really a tool built for sales.”