The Most Popular Module for Capsule CRM
A Task Management System (TMS) serves as a comprehensive solution for organizing, tracking, and optimizing the completion of tasks within projects or daily workflows. It operates by providing users with a centralized platform where tasks can be systematically created, assigned, and monitored.
Users start by defining tasks, specifying details such as in descriptions, due dates, and priorities. Tasks are then assigned to individuals or teams, clarifying responsibilities and fostering collaboration. With are the features like prioritization, deadline management, and real-time progress tracking. TMS contributes to streamlined workflows, improved communication, and overall efficiency in achieving goals.
Let’s See The Key Features
TMS is not only about managing tasks; it's a tool that enhances teamwork, productivity, and project success by providing a structured and efficient framework for task execution. Whether used by individuals or separate, TMS contributes to streamlined workflows, improved communication overall efficiency in achieving goals.
- Select a Task Management Tool
- Define Projects and Tasks
- Assign Responsibilities
- Encourage Collaboration
- Monitor Progress
- Final Handoff
Individuals or teams, clarifying responsibilities and fostering collaboration. With are the features like for the best prioritization, deadline management real-time progress tracking. TMS contributes to stream lined to workflows, improved communication, and overall efficiency in achieving goals. An establish central location where all that tasks can be documented and accessed by team members. Within the chosen task management tool.
TMS contributes to stream lined to workflows, improved the communication, and overall efficiency the achieving goals to a Task Management System.
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TMS is not only about managing tasks; it's a tool that enhances teamwork, productivity, and project success by providing a structured and efficient framework for task execution. Whether used by individuals or separate, TMS contributes to streamlined workflows, improved communication overall efficiency in achieving goals.
An establish central location where all that tasks can be documented and accessed by team members. Within the chosen task management tool.
Common Questions About Our Packages
A.
What does the Outreach Platform Kit Include?
Starter package Outreach Platform Email Kit includes:
- Email Outreach
- Contextualized follow-ups and replies via email
- AI Autopilot & Hybrid modes
- Email personalization & AI writer
- Configurable email sequences and workflow
- Objections and questions handling
- Advanced analytics
- Self-learning models
- Unified Inbox
- Email infrastructure & email Warmup
Full Outreach Platform Kit (available in Pro, Expert and Scale SDR packages) includes everything in Starter package and:
- Multichannel outreach (Email, LinkedIn, SMS)
- Multichannel contextualized follow-ups and replies (Email, LinkedIn, SMS)
- Email, LinkedIn and SMS personalization & AI writer
- Personalization with user’s ICP data
- LinkedIn connection requests
- LinkedIn direct messages
- Prospecting tool & B2B Leads Data
B.
What does the Prospecting & B2B Leads data include?
Our Prospecting tool and B2B Leads Data (available in Pro, Expert and Scale SDR packages) includes:
- over 700M profiles and 60M companies, with 98% accuracy rate on verified contact data
- Prospecting tool
- Ideal Customer Profile builder
- Discover unlimited amount of new leads
- Lead qualification
- Find and verify emails & phone numbers
- Web Scraping
- Technographic Data
- Data enrichment for existing leads
C.
What are the common CRM Integrations features?
Most common integration features are:
- Logging all contact & outreach activity in CRM and moving the leads in your CRM pipeline
- Creating contacts for new leads in CRM
- Sync with active and static lists
- Inbound outreach
- 2-way CRM data transfer
- Automating tasks based on Clever activity
- Enriching CRM lead data
Q.
What does the human SDR work include?
Our dedicated Sales Development Representative (SDR) works as an extension of your sales team. They handle cold outreach across phone, email, LinkedIn, and SMS—booking qualified meetings with your ideal prospects. Each SDR is trained on your offering, aligned with your monthly goals, and fully supported by our AI-powered outreach platform to maximize results. They don’t just dial—they drive pipeline.
Typically with our Scale SDR package customers get 20 - 60 new meetings per month, depending on the offering, industry, and ICP.
Q.
What does the Customer Success include?
Your Customer Success Manager is your dedicated partner—an advocate who listens to your needs and provides expert guidance. Depending on your package, they’ll handle optimizations and ongoing adjustments. From onboarding and training to scaling Cleverille within your sales operations, your CSM will help you optimize workflows and drive long-term momentum through annual customer plans aligned with your goals.
Compliance, Privacy & Security Are In Our DNA
Robust Cybersecurity | Email Content Protection | Data Access Protection | Private LLMs | Contact Data Protection | Deletion Upon Request
