Classoft CRM Scheduling Manager Lite Edition

Classoft CRM Scheduling Manager Lite Edition is a reliable application that enables you to easily manage reservations or appointments for customers. The program displays the agenda of appointments as a calendar, with the widow divided into several areas, corresponding to each employee.

Classoft CRM Scheduling Manager Lite Edition allows you to manage the tasks assigned to each of your employees, the main dashboard offering you an overview of their weekly schedule. Moreover, if your employees’ work implies displacement to other locations, you can mark down the destination, then calculate the total distance and costs with the help of Route planner tool.

The application is easy to use, features a straightforward interface, with accessible functions. Each calendar sheet displays the days of an office week, Monday through Saturday, with hourly markings. Each day is assigned two pages for reservations and you may easily switch between the most convenient view: weekly table or daily table.

The program allows you to browse through the weekly appointments using the Next and Back arrows. Also, the current date and time are displayed on the ribbon at the top of the window.

The application is versatile and allows you to set appointments with general data, which makes it suitable for a large variety of activity fields. Thus, each event must be assigned to a particular employee, requires the name of the client, the date/time it starts and its duration. You can insert a description, notes, observations or type of work.

The employee and customer fields can be filled by selecting the desired name from a database, which is why the software allows you to manage this aspect as well. Each customer profile includes their names, identification code, VAT, address, bank account, phone, email and delegation details.

Classoft CRM Scheduling Manager Lite Edition can easily generate reports of periodical activity for each employee, or a global statistic sheet. You may preview the report, print it and export it as an Excel or XML sheet. The application is suitable for many businesses, including hotel room booking, doctor’s office, manufacturers, logistics, tourism, even sales.