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Task Management Made Simple

Between keeping track of multiple team members, departments, projects, and clients – many tasks are simply forgotten! This can cause lethal delays for your organisation and major issues for your clients- fancy forgetting to write blogs in the month or knowing when your social posts were about to run out, but using  JJungles CRM, you can handle your task management flawlessly.

Delegate, allocate, and share tasks between multiple members in different teams, working on different projects without losing a single detail. JJungle’s CRM software takes Task Management tools to the next level. Every individual, with their unique working preferences, can optimise their own workflow while simultaneously working together with their colleagues using our customisable planning aids. Assign tasks to individuals or multiple users, so that your team can effortlessly gain an overview of the necessary information and get straight to work.

Take Your Plans to the Next Level

Let’s consider a scenario: one that many project managers and team members alike have faced. You’re working on a new project with three phases: Planning, Design and Launch. Each phase has its own deadline, so that you can allocate enough time and resources to complete each one. If there’s a delay in one phase, each one after it will also be affected, as they’re dependent on the previous phase’s completion.

In JJungles, these dependencies are visually represented, allowing project managers in the digital agency to monitor the progress of tasks and ensure that each step is completed before moving to the next. This ensures a cohesive and efficient workflow in executing digital projects.

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Flawless Task Execution

Live in a world where the intricacies of project timelines are effortlessly orchestrated. With our Task Dependencies feature, you can seamlessly sequence future tasks, ensuring that your projects unfold with precision and efficiency. Break free from the constraints of linear task management and embrace a dynamic approach that adapts to the evolving nature of your projects.

Your Schedule, Simplified

Go beyond typical calendar apps with dull scheduling options. JJungles Calendar feature uses an interface visually stimulating and cohesive, providing straightforward planning tools. The JJungles intuitive Calendar interface allows you to easily organise your and your team’s workdays, creating a cohesive environment that promotes efficiency and productivity!

Task management

Sync to Streamline

The Scheduling feature ensures you and your team can stay on top of their work and easily log times, discussions, and deadlines. You can sync your JJungles calendar with your Google Calenda, Calendly and other plugins, ensuring that your day is perfectly streamlined and your appointments are booked with ease.

Each scheduled task or meeting includes all the necessary information you need, so that you can easily share background information, meeting links, or team member contacts. Your Calendar will work with instead of against you, keeping your time slots flexible! Your Calendar even automatically adjusts to your set working hours and time zone, along with all your team members – so that you can effortlessly schedule events according to your team’s availability.

Keeping Customers Happy

Digital agencies want to impress their customers, but it can be difficult to reach out for honest testimonials and feedback. JJungles is the best CRM for businesses looking to review client feedback at every step needed, so that they can guarantee satisfaction. Customer feedback can be given at any time, or scheduled at regular intervals, such as weekly or monthly. With customer feedback, you can make better decisions – perfecting your digital marketing system.

Task Management

Collecting Feedback Effectively

JJungles uses a modern and intuitive interface to collect customised feedback. Using our CRM’s Calendar Module, users can craft personalised surveys for any occasion – whether it be to gauge the success of an event, ask your team members about a project, collecting market opinions, or to gain insight from a client on their experience.

JJungles CRM’s surveys can be used for a diverse range of purposes, and its incredibly user-friendly design can guide anyone through a streamlined information collection process.

Strengthen your team’s every process by guiding them with the invaluable knowledge collected through these surveys, whether they’re working on a new product, onboarding a new client, or working on a complex project.

The survey feature is also incredibly useful for promoting and maintaining morale within a unified team, as you can use the feature to gather feedback from your internal team. Discover exactly what areas of improvement you can target during your next project, and gauge how well your team is meeting performance metrics!

Enjoy a Colourful View

Make your projects stand out from the background with the JJungles Colour features. Not only will your work look amazing, it’ll be much more organised, searchable, and personalised. You’ll instantly know where your tasks are, and what’s next in your workday. Assign your projects, tasks and even colleagues specific colours for easy recognition and filtering.

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Task Management

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Save On Time and Money

Project Management

Have you ever scrambled to count the number of hours worked when creating invoices? Have you been annoyed and frustrated by manually filling in invoices or payslips?

Time is money, and with JJungles, every minute is accounted for with precision. Our Timesheets feature is one-of-a-kind among CRM software, and it empowers you to accurately, automatically record the time spent on tasks and activities, ensuring that your billing processes are always up-to-date, down to the second.

What’s more, you’ll enjoy the convenience of automatic time tracking and managing time even between multiple different projects, clients, and team members. Accurate, detailed invoices created with almost no effort are waiting at your fingertips!

Even if your digital agency is charging based on packages, the Invoicing feature is crucial! With accurate and precise time tracking, your agency can ensure that your team is spending an effective number of hours worked in comparison to the package pricing being charged. By gaining a strong understanding of your internal costs and time spent on individual projects or clients, you can be sure that you’re turning a profit.

Create Perfect, Precise Invoices for Your Clients and Team

Let’s take a look at how exactly JJungles CRM sets itself apart with the incredible Invoicing feature. JJungles Invoices include every single detail, and are set up through a convenient, user-friendly interface. We go so far as to incorporate various payment methods directly into the CRM system, so that your digital agency can seamlessly create and send out invoices, and receive payment through the exact same platform. To set up Invoices, you can go through a simple four step process – just five clicks, and you’re done!

Choose the Customer

To create an invoice, first select the Customer. By creating a record for your customer or client, you can be sure to stay up-to-date on all their information, including past and current active projects, reports, and invoices.

Create the Sales Order

Once you’ve chosen the Customer for whom the invoice is directed, you can add the Sales Order. This describes which projects or services require payment, and how many of each you’re charging for. Once the details are filled out, you can confirm that the Sales Order is correct.

Review and Send It Out

Click on Generate Invoice, andreview all the details included on the draft invoice. JJungles allows you to see and edit the invoice preview, ensuring your customer receives all the correct information. If the information is correct, you can immediately send the invoice out!

Register and Reconcile Payments

Add your customer’s chosen payment method into the Invoicing system, and reconcile their payment along with the corresponding invoice - no more complicated accounting methods, no more navigating to other platforms just to receive payments or record receipts!

With the Invoice feature, your digital agency can use JJungles CRM to instantly keep an accurate tracking of hours worked, services or projects delivered, client payments, and involved team members.

Celebrate Your Achievements

You deserve to celebrate your hard-earned victories with confidence, and no other CRM tools makes this possible like the JJungle’s Project Milestones feature. These milestones not only mark the vital points in your project’s lifecycle, they also serve as motivational symbols for your team.

You might mark milestones such as client onboarding, development phases, and campaign or product launches. With the JJungles Milestone feature, you gain the ability to showcase your team’s achievements, creating a visual roadmap leading to your project’s success and another job well done.

Frequently Asked Questions

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