I propose integrating a calendar feature to enable end users to manage their schedules, appointments, and tasks efficiently. The calendar should provide a comprehensive view of upcoming events, including meetings, deadlines, and follow-ups, allowing users to prioritize their activities and plan their workflow effectively.
Users should be able to create, edit, and delete events directly from the calendar interface, with options to set reminders and assign tasks to team members. Additionally, the calendar should sync seamlessly with other modules of the CRM, such as contacts, leads, to provide contextual information and streamline the user experience.
Describe alternatives you've considered
Third-party Calendar Integration: Integrating with existing calendar applications such as Google Calendar or Microsoft Outlook could provide similar functionality without the need for custom development.
Task Management Tools: Utilizing standalone task management tools like Trello or Asana could offer scheduling capabilities alongside task tracking. However, integrating these tools might lead to fragmented workflows and data duplication, as users would need to switch between different platforms to manage their activities.
Additional context
The calendar feature will enhance user productivity by centralizing scheduling and task management within the software.
Describe the solution you'd like
I propose integrating a calendar feature to enable end users to manage their schedules, appointments, and tasks efficiently. The calendar should provide a comprehensive view of upcoming events, including meetings, deadlines, and follow-ups, allowing users to prioritize their activities and plan their workflow effectively. Users should be able to create, edit, and delete events directly from the calendar interface, with options to set reminders and assign tasks to team members. Additionally, the calendar should sync seamlessly with other modules of the CRM, such as contacts, leads, to provide contextual information and streamline the user experience.
Describe alternatives you've considered
Additional context The calendar feature will enhance user productivity by centralizing scheduling and task management within the software.