What is TaskPutty?
TaskPutty provides a comprehensive customer relationship management solution designed for businesses seeking efficiency and affordability. The platform enables real-time tracking of clients through sales pipelines while maintaining full activity histories for complete visibility.
Users can start with simple, intuitive features and gradually incorporate advanced capabilities like custom form design, process editing, and business logic building. The system includes powerful reporting tools with pre-built options for sales analysis and allows creation of custom reports to meet specific business needs.
Features
- Form Designer: Create custom forms for data collection and client management
- Process and Sales Funnel Editor: Design and modify sales processes and funnels
- Business Logic and Rules Builder: Implement custom business rules and automation
- Reporting System: Access pre-built reports or design custom reports for sales analysis
- Undelete Functionality: Instantly restore any deleted records without permanent data loss
- Real-time Pipeline Tracking: Monitor client progress through sales pipelines with live updates
- Drag and Drop Interface: User-friendly interface with drag-and-drop functionality for easy customization
Use Cases
- Managing sales pipelines and tracking client progress
- Systemizing selling processes across organizations
- Generating sales reports by stage or representative
- Designing custom business forms and processes
- Implementing business rules and automation logic
- Restoring accidentally deleted client records
- Analyzing sales performance and pipeline value
