The benefits of a shared calendar in your CRM
The Kavkom CRM shared calendar revolutionizes time and task management for your company and your employees.
Thanks to its advanced functionalities, it enables you to centralize information, coordinate teams and plan your company’s activities in real time.
This collaborative tool is the solution for optimizing productivity and improving customer relations. Discover how Kavkom’s collaborative calendar can transform your internal appointment management organization.
Your teams stay organized
Kavkom’s Hybrid CRM is more than just a customer relationship management tool. Thanks to its intuitive and efficient agenda, your teams can organize their time optimally.
The professional calendar centralizes all important events, facilitating collaboration and project management. Tasks and appointments are accessible in real time, ensuring perfect coordination between team members. Save time and boost your department’s productivity with this powerful management tool.
Centralize your information
Centralized information is essential for optimum exchange. With Kavkom’s shared calendar, all customer and project data are grouped together in one place.
Our diary solution simplifies schedule management and enables you to make informed decisions quickly. Whether you need to follow up a lead or plan a meeting between colleagues, all information is at your fingertips, making it easier to manage customer relations and day-to-day work.
Take advantage of the smart calendar's features
Kavkom CRM offers an intelligent and flexible diary, perfect for planning phone calls, scheduling appointments with loyal customers, organizing a meeting between agents or managing the various missions associated with projects and services. This management tool lets you organize your schedule seamlessly and save precious time. Discover how its advanced features can transform your internal organization and improve your efficiency.
Centralized information, enhanced collaboration
One of the outstanding features of the Kavkom CRM agenda is the ability to assign leads or user agents to specific events. Our scheduling software helps to better distribute responsibilities between colleagues and optimize customer interactions. Thanks to this centralization of information, customer relationship management is simplified and collaboration between team members is strengthened.
Route planning for your field sales force
Optimize the travel of your field sales representatives with calendar-integrated route planning. In just one click, you can share the itinerary and travel time between appointments, as soon as the address fields are filled in on the prospect file. This time management feature boosts sales efficiency and simplifies travel management , which is 100% synchronized with your VoIP telephony software.
Receive notifications so you don't miss a thing
Kavkom CRM will enable you to receive online reminders and notifications as scheduled events approach. No more missed appointments or late arrivals!
You’ll be alerted in plenty of time to make sure you don’t miss any opportunities and offer your customers an impeccable experience. These real-time notifications are essential for maintaining impeccable organization and improving customer relations.
Try smart calendaring with Kavkom CRM
Optimize your productivity with the Kavkom CRM shared calendar. Organize your time efficiently, centralize your customer data for a global view, and make informed decisions. Discover our advanced features for optimal business management and an exceptional customer experience!
How do I manage my calendar in Kavkom CRM?
The Kavkom CRM calendar offers a host of features to optimize your time management and improve your team’s efficiency. Here’s what you can do with this tool:
- Calendar access: Click on the CRM icon, then on “calendar” to access your calendar.
- Create events: Add events such as calls, tasks or appointments by clicking on “Create event”. Enter details such as title, date, time, event type, assigned prospect, assigned user and description.
- Custom filters: Use the side panel to filter events by user group, individual user or event type.
- Flexible navigation: change your calendar view according to your needs (day, week, month) to better manage your schedule.
- Event interactivity: Click on an event to display a summary, view details, modify the event or call the prospect in one click.
- Creating events from a prospect record: Create an event directly from a prospect record by clicking on “Create event”. The prospect is automatically assigned to the event.
- Notifications and reminders: set up email notifications before each event to avoid oversights and ensure punctuality.
- Route planning: Generate routes and calculate travel times between appointments to optimize field operatives’ journeys.
- Synchronization with other calendars: Synchronize your Kavkom calendar with Google Calendar, Microsoft Outlook and other platforms for seamless time management.
These features enable efficient time management, better task organization and improved operational efficiency within your company.
Frequently asked questions
How do I create an event in the Kavkom calendar?
Click on “Create event” in the calendar or from a prospect file. Fill in the necessary details such as title, event type (Call, Task, Meeting), date, time, assigned prospect, assigned user and description. You can also set up automatic notifications to receive e-mail alerts prior to the event.
What notification options are available?
You can set up email notifications to receive reminders before each event. These automatic notifications help you stay on top of meetings and appointments, avoiding oversights and delays.
Is Kavkom's shared calendar available on mobile?
Yes, the calendar is accessible via the Kavkom mobile app, available on App Store and Google Play. This enables real-time management from your smartphone, whether you’re in the office or on the move, and makes it easier to coordinate with your colleagues.
Can all customer data be centralized in the calendar?
Absolutely, all customer information, such as contacts, appointments, tasks and sales opportunities, is centralized in the Kavkom calendar. This simplifies the management of sales actions and makes it easy to visualize commitments and resource availability.
Is there a free version of the Kavkom calendar?
Kavkom offers a free trial to discover all the features of its shared calendar and optimize your time management. After the trial, various subscription options are available to suit your company’s needs, including collaborative solutions for mission planning and online bookings.
What are the advantages of using Kavkom's shared calendar to manage business activities?
Kavkom’s shared calendar offers numerous advantages for managing professional activities. It allows you to schedule meetings and tasks centrally, display colleagues’ availability, and send e-mail invitations directly from the calendar. Using this CRM system, you can create a shared calendar, manage appointments and bookings online, and organize your assignments efficiently. The Kavkom calendar is a major asset for companies looking to improve their collaborative working, project management and customer relations, while saving time and optimizing the use of resources.
