1. TASKFLOW Application Overview
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2. Overview Of Applications
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Overview Of Applications
Applications
TaskFlow is a modular framework that has several applications that can be added as per customer’s requirements. New modules can also be developed should a specific requirement become available

3. Application Relationships
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Application Relationships
Application Relationships
All modules/applications are highly and seamlessly integrated to continuously process information and present it in a unified frontend.

4. Overview Of Applications
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Overview Of Applications
What is the main module of TaskFlow?
TaskFlow’s Customer Relationship Management (CRM) is the centre point for the system and has a strong customer oriented approach with all modules interacting to provide a holistic overview of customer engagement with an emphasis on omnichannel communications management.

5. Summary of Applications
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Summary of Applications
Discuss Used for ing, messaging and colleague collaboration
Call Centre Reporting system based on total inbound and outbound calls
Calendar Event Planning and organising
Campaign Manager Setup Call, SMS or Mass Mail Campaigns
Contacts Database for all users, contacts, clients, vendors etc.
Loans Loan Management System
Sales Sales management of products or services
Project or Issue tracking linked with your mail server

6. Discuss Essentials Functionality: Back Next
The Discussion application is integrated with other TaskFlow applications and allows collaboration with fellow colleagues, clients, or vendors on TaskFlow.
It's instantly available through dedicated shortcuts and by making use of the Application Switcher. collaboration can be done through this application instead of using Gmail, MS Outlook or any other software. Normal messages and s alike are able to receive a wide range of file formats.
*Note that the application does not
replace your current software
Functionality:
All new related content will arrive in the inbox whereby each message can be replied to, starred or marked as read.
s and messages that are deemed important can be prioritized by using the STAR function. When an arrived at the "Inbox" and you marked it with a star, the message will be stored at the "Starred" (Located below the Inbox)
The Channel function allows to create chat groups, whereby users can join or be invited to. TaskFlow has the ability to chat directly with any other user on TaskFlow privately. All Private person-to-person messages will be stacked beneath this section.
When setup is complete. Users will be able to create private channels for collaboration without followers. New members can only be invited to join these private discussion channels.
Discuss Interface

7. Calendar Essentials Functionality: Back Next
Calendar: Week View
Essentials
The Calendar is integrated with other TaskFlow applications. Setup Sales meetings, deadlines for targets or company events, all will be viewable in the calendar.
By using filters, organised events can be refined according to user. Set other user’s calendars as favourites or use the list view for a different perspective.
Functionality:
Sync Google Calendar with TaskFlow calendar
Create recurring events
Invite other TaskFlow users to join events, appointments etc.
Pinpoint deadlines and sales made
View all or filtered events in a list view
View calendar by day/week or month
View other users public events
Be able to edit an event at any time

8. Sales Essentials Functionality: Back Next
The main objective of the Sales application is to encourage, organize and plan your Sales Pipeline. Load your product list, create sales teams and draw reports about performance. Instantly view stats on your Sales Dashboard and be able to view in-depth information about the records. and send quotes or invoices directly to a customer or view the salesmen activities about each sale.
Follow each lead through the sales process and be aware of any relevant correspondence, change in sale negotiation or potential demonstration presentations.
The Sales Application can be linked to the TaskFlow’s internal Quoting/Invoice System to keep track and also to generate sales related documentation. Send Quotes and Invoices directly from TaskFlow to the customer and let TaskFlow keep all administration organised.
Sales Dashboard
Sales Pipeline (Kanban)
Functionality:
Dashboard performance indicators
Sales Pipeline (Manager and Salesman)
View All Sales Activities
Manage Quotations, Invoices and Sales Orders
Upload products and existing customers
Manage Sales Teams
Build comprehensive pivot based report of sales analysis
Create an analysis of the salesman performance
Archive and unarchive all records
Quotes and Invoicing
Pivot Table: Sales Analysis

9. TaskFlow Sales Process
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TaskFlow Sales Process

10. Sales Dashboard Interface
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Sales Dashboard Interface

11. Campaign Manager Essentials Functionality: Back Next
The Campaign Manager is a useful tool to manage incoming and outgoing calls, Mass mail and SMS’s from and to clients.
Call/SMS Campaign
Functionality:
Call Campaigns
Create call teams
Assign agents to call teams
Create Campaigns and assign call teams
Allow agents to disposition (call outcome) after every phone conversation
Be able to monitor agents activity status on the campaign
Draw and review statistical/performance reports
Mass Mailing
Create templates
Track s
View live mail campaign status and draw reports
SMS Campaign
SMS & Call Campaigns Share the same layout
Create SMS templates
Send receive incoming or outgoing SMS’s
View live SMS Campaign status and draw reports
*All three Campaigns can be integrated
Mass Mailing Campaign

12. Call Centre Essentials Functionality: Back Next
The Call Centre retains all inbound and outbound call data. Draw up reports by using pivot tables then download as a spreadsheet. Create and manage call teams, set up call dispositions and assign dedicated extensions to all agents.
Functionality:
Create pivot tables and download as a spreadsheet
Be able to view call data and download call recordings
Create call teams
Set up call outcomes by use of dispositions

13. Loans Essentials Functionality: Back Next
Loan Application: Existing Loans
Loan Application: Pivot Table Analysis
Essentials
The Loan Application is a Full Loan Management system based on the conditions of the National Credit Regulator. Manage micro loans and loan applications of customers and create new loans and follow the process. Open Cash Boxes and perform teller management.
New Application and process
Functionality:
See which payments are due
See disbursements
Create new loan applications
Follow up on pending applications
Manage loan instalments
Teller Management (Cashbox)
Full accounting integration
Cashbox

14. Project Essentials Functionality: Back Next
The Project Application has a variation of functions to execute purposed driven operations. Adopt it as an issue tracker by use of integration or assign users to relevant tasks that must be completed. The Project Dashboard consists of project cards, each reflecting its current status. Each project consists of its own pipeline or stages which can be customised to correlate with a manager’s objectives.
Each project has its own reporting element that can be downloaded to a spreadsheet.
Project Cards
Project Pipeline/Stages
Functionality:
Dashboard with instant statistical overview of all existing project cards
Manage a project as an issue tracker with integration
Create projects with which tasks are allocated to users
Set up and make use of stages/pipelines to correlate tasks/issues respectively
Pivot Table based reporting that can be downloaded to a spreadsheet
Project: Pivot Table Analysis
Project: List View