CRM: activities, tasks and sales pipeline

The CRM in CulinaryCube now records what was discussed with a customer, what needs doing next, and where your sales stand.

Activities

Calls, emails, meetings and notes can be logged on customers and contacts.

• The new Activities tab on a customer shows them as a timeline, with Load older for earlier entries.
• Contacts have their own timeline too.
• The customer list's Last contact column shows when something last happened.
• On the CRM overview, the CRM activities card sums up the latest entries.
• An activity can be about an Event, and then shows About that Event.

Tasks

Tasks have a title, a due date and an assignee, and can optionally be linked to a customer, contact, Event or offer.

• In the cockpit, the Tasks card sits beside Needs attention.
• Overdue tasks appear as alerts and in the bell.
• The CRM overview has My tasks; a customer has a Tasks tab.
• Tick the checkbox to complete a task.
• Members create and close their own tasks. Managers assign tasks to active members with the For field, which defaults to Myself.

Sales pipeline and customer segments

• The Sales pipeline card shows the stages Inquiry, Offer and Won, from your Events and offers.
• The Customer segments card splits your customers into existing customers, prospects and inactive. Existing customers have an accepted offer or a completed Event; inactive customers have had nothing happen for 12 months. Archived customers are not counted.
• The customer list has new Events (with the number in planning) and Revenue (this year) columns.

Fixed

• Activity times are shown in your organisation's time zone, no longer in UTC.

Want to see the CRM in your business? Request a demo