Are there certain tasks that should be completed regularly that sometimes fall through the cracks? For example, welcoming a new client, sending a birthday message or following up on a recent quote? Perhaps contacting clients who have not placed an order within “x” amount of time, or reminding someone that their contract is up for renewal.

ACT! Smart Tasks can ensure that these important day-to-day tasks are not forgotten! Just let ACT! know what to do when a certain criteria is met and you can get on with your day while ACT! does the rest! Elements such as time delay, drip marketing, field updates, act! activities and emails can all be scheduled to take place automatically.

Watch this short video to get an idea of how you can use Smart Tasks to put your business on auto-pilot!