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Companies & Customer Relationship Management » Take Control of Tasks

A task can be any body of work. In SQLWorks tasks can be setup automatically from a variety of sources, and held against companies, accounts, stock items or projects. You can allocate resources to tasks and set them up to be accountable by user or user group. You can keep track of progress by using actions, providing an at-a-glance list of what has happened and when, then view and print actions lists by company or user to track progress. Task modifications can be emailed back to the task owner automatically, so managers can keep track of outstanding task progress and stay in touch with their teams regardless of where the team members are geographically. You can integrate tasks with any area of the system, including the contact list, giving you the power to stay on top of your day-to-day work lists.

  • Track and share progress in real time
  • Digitise and backup your daily work lists
  • Manage schedules and targets off-site and on the road
Take Control of Tasks

What Is SQLWorks?

  • Delivers fast & accurate information on Windows, Mac and Mobile systems
  • Proven 20-year track record based on client driven development
  • Cost effective, flexible and fully configurable for all types of business

Accounts & Finance

  • Complete transaction history, in depth statistics and advanced reports are available in an instant
  • Intuitive design and layout can be configured per company, per team, or even per user
  • Fully integrated with all other systems including warehousing, CRM, diary and more

Sales Order Processing & Stock Management

  • Full sales order progression and automated/manual stock allocation
  • Component based stock ledger for bill of materials and kitting allowing for alternate construction models
  • Transaction history provides batch level recorded traceability from incoming purchase order through to outgoing delivery note

Companies & Customer Relationship Management

  • Setup and control companies with as much detail as you like sharing single contact and address records between them
  • Fully functional calendar and word processing features allow for even more integration with multiple areas of the system
  • Project/campaign management, pdf writer, built in e-mail client, spell checker and more

In Depth Features

  • Take advantage of our focused development programmes, driven by client demand
  • Become a development partner and help develop new features for future versions
  • Explore some of the key features of SQLWorks and see how they can work for you