Activities- Calls, Tasks, Meetings

Capture, Track, and Analyze All Interactions Seamlessly

Detailed view of activity tracking showcasing various interactions and actions within the CRM.
(4.8) Review Score 4.8
(4.8) Review Score 4.8
(4.8) Review Score 4.8
Efficiently scheduling client calls, meetings, and tasks within the CRM for optimal time management.

Plan Activities for Clients

Schedule calls, meetings, and tasks at the lead or ticket level for efficient client management.

Reminder notifications for tasks and activities to enhance productivity and ensure timely completion.

Get Reminders

Receive notifications for upcoming tasks and activities to ensure timely completion.

Automatically logged calls for precise tracking and effective management of client interactions.

Autolog calls

Automatically log phone calls directly from the mobile app and IVR calls.

Team members use comprehensive activity tracking to manage and analyze client interactions efficiently.

With Pronnel's Activities feature, your Sales and Customer Service teams can wave goodbye to pen and paper.

How It Works

Comprehensive logs of emails, calls, meetings, and custom activities for efficient tracking and analysis.

Client Interaction Logs

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Emails and Conversations

Track all email communications and conversations with clients.
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Phone Calls

Log phone calls automatically with details such as duration and call recordings.
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Meetings

Capture meeting details, including attendees, notes, and outcomes.
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Custom Activities

Define custom activities like approvals, site visits, and more.

Real-Time Notifications and Reminders

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Task Reminders

Receive notifications for upcoming tasks and activities.
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Meeting Alerts

Get alerted about scheduled meetings and appointments.
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Call Reminders

Never miss an important call with timely reminders.
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Action Item Alerts

Stay on top of pending action items with proactive notifications.
Real-time notifications and reminders for tasks, meetings, and calls to enhance productivity and efficiency.
Customizable activity attributes for tailored tracking and better management of interactions and tasks.

Custom Activities

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Custom Fields

Add custom fields to capture specific information for each activity type.
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Flexible Configuration

Configure activities to match your workflow needs.
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Custom Activity

Create new types of Activities for your unique use cases.
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Attribute Management

Easily manage and update custom attributes as needed.

Multi-Item Activity Association

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Linked Activities

Associate one activity with multiple items like contacts, organizations, and opportunities.
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Unified View

View linked activities across different items for comprehensive insights.
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Cross-Item Tracking

Track the impact of an activity across various related items.
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Efficiency

Reduce duplication by linking relevant activities to all associated items.
Unified view of linked activities across multiple items for comprehensive and effective management.
Real-time synchronization of linked activities for seamless and efficient tracking and updates.

Comprehensive Audit Logs

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Change Tracking

Monitor changes to items with detailed audit logs.
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Accountability

Identify who made changes and when they occurred.
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Historical Data

Access a complete history of item modifications for transparency.
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Security

Ensure data integrity and security with robust audit logging.

Leverage Activities to run a tighter Sales and Customer Service Process

Coupled with other features, Activites can be a real game changer.

See All Features

Social Ads Integration

Connect and Optimize Your Ad Campaigns Seamlessly

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Universal Inbox

Get all your Customer Communication in One Place.

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Contact Management

Centralize and Enhance Your Customer Interactions

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Customizable Workflows

Configure Your Pipeline to Match Your Team’s Unique Workflow

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Appointment Bookings

Effortlessly manage client appointments with Pronnel's integrated calendar system.

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Configurable Items

Customize tasks, contacts, leads, and more with Pronnel's versatile item configuration.

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With Pronnel, empower your team to use the CRM and enhance operational control.

Explore solutions that integrate seamlessly with activity tracking to improve productivity and client management.

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Sales Pipleines

Contact and Organizations connected to the Sales Pipeline provide all the information needed.

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Customer Service Desk

Connections between the Customer Service Pipeline and Contact Board allow the Customer Service Team to retrieve complete Customer History

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Lead Nurturing

Lost leads can be identified by Marketing and nurtured based on analysis of the Contact Boards

FAQs: We have answers to your Questions

Absolutely! In Pronnel, there are multiple places where you can easily access activities:

Ticket View: Here, you'll find all planned, logged, and executed activities associated with a lead or customer service ticket, providing a comprehensive overview of your interactions.
Activity View for the Board: Within this view, accessible based on your access level (Admin/Edit or Read Only), you'll see a list of all activities across the board, past, present, and future. If your access is restricted, you'll only view activities you're directly involved with.
Calendar View: In this view, you can track activities like meetings. Plus, if you've synced your Outlook or Google Calendar, you'll seamlessly access activities within those interfaces too.

Additionally, activities can be associated manually with other items across different boards, enhancing visibility and workflow efficiency. For instance, it's recommended to associate every activity on a lead in the Sales Pipeline with the corresponding contact in the Contact Pipeline. While this might require some manual effort, our team is here to help streamline the process. Simply reach out to our Sales Team during installation, and we'll gladly discuss automation options tailored to your needs.

At Pronnel, we're committed to providing a flexible and intuitive platform that meets your unique requirements and simplifies your workflow.

In addition to Calls, Meetings, Tasks, and Custom Activities, Pronnel ensures you have a comprehensive view of all interactions within the Activity section. Here's what you can expect:

Audit Log: Pronnel diligently tracks any changes made to the ticket, ensuring compliance and transparency. Whether it's updating a field, adding a comment, changing target dates, or even altering assignees, every action is permanently recorded for your peace of mind.
Comments: Need to mention someone or share an opinion? Pronnel's Comments feature allows seamless communication and collaboration within the platform, keeping everyone in the loop.
Messaging: From instant messages like WhatsApp and Telegram to social chats including Facebook Messenger and Instagram DMs, Pronnel captures all communication channels. Whether it's email threads or social media interactions, everything is neatly documented for easy reference.

With Pronnel, you'll always have a complete record of interactions, ensuring smooth continuity even if team members change or transition. It's all about keeping you informed and empowered every step of the way!

The Activities Feature is available in our BASIC, STANDARD, and PREMIUM plans, ensuring that sales teams of all sizes can leverage its power to efficiently close deals. For those starting with our FREE plan and realizing the immense value of the Activities Feature (which we're confident you will), upgrading is a breeze. For as little as USD 7 per user per month, you can unlock the full potential of Pronnel's activity management capabilities. Simply reach out to our Sales Team, and they'll guide you through a seamless transition. We're here to ensure you have all the tools you need to succeed! Be sure to check out our Pricing Plans to explore all available options.

Pronnel’s Activity Tracking helps streamline customer interactions by consolidating all activities in one place. You can view emails, calls, meetings, and notes associated with a contact or ticket, providing a clear timeline of interactions. This comprehensive view helps you understand the customer journey, track follow-ups, and ensure that all interactions are logged accurately. By having all this information readily available, you can improve customer service and engagement, making sure no interaction is missed.

Yes, Pronnel allows you to customize the types of activities tracked to fit your specific needs. You can create custom activity types such as approvals, site visits, or any other actions relevant to your workflow. Additionally, you can add custom fields to these activities to capture specific information, making your activity tracking more detailed and tailored to your business processes. This flexibility ensures that you can track all necessary activities and maintain a comprehensive log of interactions.

Pronnel automatically logs phone call activities, capturing details such as call duration and recordings. If you use the Pronnel mobile app, outbound calls made to contacts in your database are logged as activities, along with the recording of your side of the conversation. For IVR calls, both inbound and outbound, the system captures recordings of both parties. This automatic logging ensures that all phone interactions are documented, providing a complete record of customer communications.

Reminders in Pronnel’s Activity Tracking help you stay on top of important tasks and appointments. You can set reminders for upcoming meetings, calls, or action items, and receive notifications to ensure timely completion. These reminders are integrated into your activity timeline, so you can easily see what needs to be done and when. By setting reminders, you can enhance your productivity and ensure that no critical tasks are overlooked.

Yes, Pronnel allows activities to be linked to multiple items, such as contacts, organizations, leads, opportunities, or complaints. This feature ensures that a single activity, like a meeting or phone call, can be associated with all relevant items, providing a holistic view of its impact across different workflows. This multi-item association helps you track interactions more effectively and maintain a cohesive record of activities related to multiple aspects of your business.

The audit log feature in Pronnel’s Activity Tracking enhances transparency by recording all changes made to items, including who made the changes and when they occurred. This comprehensive log includes updates to fields, comments, target dates, and assignees. By maintaining a detailed record of all modifications, the audit log ensures accountability and provides a clear history of actions taken, helping you monitor and manage your workflows more effectively.

Custom activities in Pronnel’s Activity Tracking allow you to define and track specific actions that are unique to your business processes. Whether it's approvals, site visits, or other specialized tasks, you can create custom activities with tailored attributes to capture all necessary information. These custom activities enhance your ability to track and manage unique interactions, ensuring that all aspects of your workflow are documented and integrated into your activity timeline.

What Our Clients Say

Happy Client Review Ross
Ross

Sales & Marketing Manager in United Arab Emirates

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A positive experience. Very feature rich. Very adaptable and configurable. You won't feel "nickle-and-dimed" from the product as pretty much everything is included.

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Happy Client Review Faisal
Faisal

Business Development Head in United Arab Emirates

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Love the user interface and the straightforward navigation. Tailoring the CRM was effortless, thanks to the amazing customization options.

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Happy Client Review Serah
Serah

Executive Assistant in India

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Ease of use and efficiency with which I could see which all tasks have been done and what is yet to do

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