Real work is never one single task: it is a job that passes through different people, with different timings. Coyote CRM handles the overall activity and its phases, each with its own assignees and dates, and puts them in the calendar of whoever has to do them.
An overall activity gathers the phases: each has its own assignees, dates and status, and only the phases appear in calendars — the activity stays the container.
Your own calendar, plus a side-by-side view of several colleagues to find a free slot without chasing each other on the phone.
Bell notifications, personal reminders and a warning when two commitments overlap.
Start and stop the timer on a single phase, to know what a job really cost.
An activity is born from an e-mail, a missed call, a document or a job: it stays attached to the customer record.
A video from the Coyote CRM demo series, recorded on real data.
Teams that hand work between departments — support, administration, technicians — and need to see the same calendar.
Yes: the CRM sends the appointment as a real invitation to the assignee's calendar — Outlook, Google or iOS — and if the activity is cancelled, a cancellation follows. The flow runs from the CRM to the calendar: entries created by hand in Outlook do not come back into the CRM.
Yes: each phase has its own assignees, more than one if needed, and each of them sees it in their own calendar.
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Half an hour of demonstration, with your own company records and documents. No commitment.