Track CRM Calendar & Schedule Appointments

Track meetings, tasks & birthdays effortlessly

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Customize your calendar view
Track tasks, birthdays, to-dos & more
Schedule meetings & reminders
Ensure data security & privacy
Sync with Google Calendar & Outlook
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How to Manage Your CRM Calendar

Increase productivity with calendar management

Enhance your organizational skills by mastering your CRM calendar. Add tasks, set automated reminders for crucial meetings, and drag and drop tasks and events within your calendar effortlessly. Incorporate additional details such as location, attendees, and subject information to streamline everything. Save and review your updated calendar to ensure you stay on track and boost your productivity.

Click to add tasks
Set automated reminders for meetings
Drag & drop tasks & events in the calendar
Add location, attendees, & subject details
Save & review your updated calendar

How to Customize CRM Calendar View

Improve scheduling with custom calendar views

Tailor your CRM calendar to fit your unique scheduling needs and preferences. Easily toggle between day, week, and month views to get the right level of detail for your tasks. Switch between individual and team views to stay on top of your own schedule and your team's activities. Use custom colors to highlight important dates, making them easy to spot at a glance. Adjust the level of detail in broader views to get the information you need. Keep track of your schedule by highlighting the current day for easy reference.

Choose between day, week, & month views
Switch between individual & team views
Adjust detail level for broader views
Highlight the current day for easy reference

Why Use CRM With Calendar Tracking

Drive Efficiency & Team Collaboration

Boost your efficiency with a CRM that integrates effective calendar tracking. By using CRM with a calendar, you can easily schedule and track tasks, manage birthdays, and automate greetings. Access task lists on your mobile devices to ensure you stay organized on the go. Delegate tasks to team members to streamline your workflow and enhance team collaboration.

Schedule & track tasks easily
Manage birthdays & automate greetings
Access task lists on mobile devices
Delegate tasks to team members

Use CRM for Appointment Scheduling

Stay on track with automated reminders

Work more efficiently by using your CRM with calendar features to handle all your appointment scheduling needs. Schedule meetings directly within the CRM and manage recurring meetings effortlessly. Automated reminders ensure you never miss an appointment. Coordinate schedules with your team members seamlessly. Additionally, track meeting history and notes to keep everything organized and accessible.

Manage recurring meetings effortlessly
Set automated reminders for appointments
Coordinate schedules with team members
Track meeting history & notes

Connect Multiple Calendars

Simplify Scheduling & Stay Organized

Sync your CRM calendar with Google Calendar and Outlook to keep all your schedules in one place. Coordinate with team members effortlessly and manage all your appointments from a central location. This integration ensures you never miss a meeting or task, keeping you organized and productive.

Sync your CRM calendar with Google Calendar
Integrate CRM calendar with Outlook
Coordinate schedules with team members
Manage all appointments from one location

How to Create CRM Task Reports

Manage Tasks Efficiently with Detailed Reports

Create detailed task reports with just a few clicks. Whether you prefer custom reports or pre-built templates, our CRM with calendar integration makes it easy to stay organized. Schedule automatic report generation to save time and ensure you're always up-to-date. Export your reports effortlessly and share them with your team to keep everyone updated. Boost productivity and streamline your workflow with our comprehensive reporting features.

Create custom task reports with a few clicks
Choose from pre-built templates
Schedule automatic report generation
Export reports in various formats

Looking for a Way to Manage Your Tasks Seamlessly?

BIGContacts is the #1 calendar management software & CRM to book more meetings.

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Everything You Need to Manage Tasks & Meetings Using CRM

Contact Management

Centralize customer data for easy access and updates

Team Collaboration

Share calendars with team members and easily schedule meetings, enhancing team coordination and productivity.

Time Zone Support

Easily schedule meetings across different time zones, accommodating team members and clients globally.

Task Management

Assign and track tasks directly within the calendar, keeping your workflow organized and streamlined.

Visual Alerts

Receive visual alerts for upcoming events and deadlines, ensuring you stay on top of your schedule.

Mobile Access

Access your calendar on the go from any device, ensuring you can manage your schedule anytime, anywhere.

Event Reminders

Set automatic reminders for meetings, tasks, and birthdays to ensure you never miss an important date.

Recurring Events

Schedule recurring meetings or tasks with ease, reducing the need to manually enter repetitive events.

Integration

Sync your calendar with popular communication tools like Zoom or Microsoft Teams, allowing you to create and join meetings directly from your CRM platform.

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FAQs

Can I access & manage my meetings using CRM calendars on the go?

Yes, powerful mobile CRM facilitates remote access to your tasks and meetings, so you can get things done anywhere, anytime.

What is calendar CRM?

A calendar CRM is a Customer Relationship Management system that integrates calendar features. It allows users to schedule, manage, and track appointments, tasks, and meetings within the CRM platform.

Can I set reminders for upcoming meetings within BIGContacts CRM?

Yes, you can set reminders for upcoming meetings within BIGContacts CRM. It allows you to automate notifications, ensuring you never miss an important appointment or task.

Can I access and manage meeting calendars on the go with BIGContacts CRM?

Yes, you can easily access and manage your meeting calendars on the go with BIGContacts CRM. Its mobile-friendly design ensures you stay organized and efficient anywhere.

How does BIGContacts CRM ensure data security and privacy for my meeting-related information?

BIGContacts CRM ensures data security and privacy with robust encryption, secure servers, and GDPR compliance, safeguarding your meeting-related information at all times.

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Transformed management of 136+ condominiums

Implementing BIGContacts significantly improved our property management processes. It provided a centralized location for all property-related data. We can quickly access historical information of any condo unit, no matter how many times the owner has changed.

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General Manager
Seamless data entry that turns chaos into clarity

We chose to use ProProfs BIGContacts as our CRM because it allows us to import contacts on our own, eliminating the need to rely on a third party for this task. This has dramatically reduced the delay in contacting individuals who attended our presentations.

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BIGContacts' impact has been transformative. My work is now efficient, organized, and collaborative. Information is readily accessible, collaboration is seamless, and remote work feels empowered. We're even better equipped to support our growth plans thanks to the platform's scalability.

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Strategic Accounts