Gestat
Web Solution
1)Customer management: Through retrieval of master and contact information and activity history;
2)Task management: Assigning tasks to resources with associated sending of advance notice notifications.
3)Verification of assigned tasks: Checking the best distribution of workloads on team members.
4)Monitoring: Checking the progress of files.
5)Analysis: Control of paperwork processing time.
6)Sharing: Distribution of information and documents among all team members
7)Deadline management: Making use of the alerting system to manage the deadlines of individual activities.
Features and Functionality
Master data and contact management
It archives and consults the firm's client and contact information in a structured manner, providing quick and organized access to data.
Role and permission management
Assign specific roles and define custom access levels for each user, ensuring precise control over the information and operations allowed.
Practice and appointment management
It monitors the progress of practices and organizes appointments in a single platform, simplifying the management of daily practice activities.
Communications and notifications
Send automatic updates and reminders to clients and team members, improving collaboration and reducing the risk of errors or delays.
Workflow and reporting
Automate workflows and analyze operational data with advanced reporting tools to optimize firm performance and make informed decisions.
Confrontiamoci
Office
Via Emilia, 14
Pescara
IT
Pescara
IT