TASKFLOW Application Overview Start Use provided Navigation

Overview Of Applications Back Next 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

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

Overview Of Applications Back Next 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.

Summary of Applications Back Next Summary of Applications Discuss Used for emailing, 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 Email or Issue tracking linked with your mail server

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. Email collaboration can be done through this application instead of using Gmail, MS Outlook or any other Email software. Normal messages and emails alike are able to receive a wide range of file formats. *Note that the application does not replace your current email software Functionality: All new email related content will arrive in the inbox whereby each message can be replied to, starred or marked as read. Emails and messages that are deemed important can be prioritized by using the STAR function. When an email 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 email 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

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

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. Email 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

TaskFlow Sales Process Back Next TaskFlow Sales Process

Sales Dashboard Interface Back Next Sales Dashboard Interface

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 email templates Track emails 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

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

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

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 email 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 email 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