sales CRMFeaturesIn 95sales CRM, tasks, chats and alerts live next to your leads, patients and money. Every task is tied to a specific record, and managers see what's overdue.
A task in 95sales CRM is an assignment with an owner, a deadline and a priority, tied to a specific record: a lead, patient, client or employee. From a task you can open the record and see its full history. From a record you can see all of its tasks.
Where tasks come from:
A counter in the menu shows my overdue tasks and tasks due today. Employees see their workload without opening the section.
The planner shows the week by department: Sales, Finance, Patients & Care, and Office & Documents. At the top sits the week strip and an "Overdue" block. Below that, the days are listed one by one. Besides tasks, the planner pulls in work signals on its own: overdue care procedures, patient debts, documents waiting for review or sent back with comments. Each employee sees only the tabs their role allows. Leadership sees the whole team's tasks. The Monday meeting turns into a look at one screen: what's overdue, what's due this week, and who owns it.
| Without a planner | With the planner in the CRM |
|---|---|
| Assignments sit in personal chats, half get forgotten | Every task has an owner and a deadline |
| "I didn't see the message" | Urgent alert with read confirmation |
| Unclear which patient a request is about | The task is linked to the record |
| A manager hears about a missed deadline from the client | Overdue tasks are visible in the planner |
Team chats in 95sales CRM come in three types: company-wide, per location and direct. Work conversations stay in the company's system, not on employees' personal phones. They don't leave when someone quits.
For the important stuff there are urgent alerts. A manager sends a message, and the CRM shows who read and confirmed it. That's handy for procedure changes, new prices or incidents during a shift. The right to send urgent alerts is granted separately. By default leadership has it, so important messages don't get lost among routine ones or turn into noise.
The notification feed collects events by rules, such as a new inquiry, an overdue payment or a task. If the CRM is installed on a phone as a PWA, notifications arrive as push messages even when the tab is closed.
Activity tracking isn't surveillance. It's a way to see where the team is short on time or where a process gets stuck.
Beyond tasks, managers need to know how much the team actually works in the CRM. 95sales CRM tracks activity:
Tracking is transparent. The CRM has a versioned monitoring policy, and every employee accepts it. That removes the "they're watching me without asking" concern and gives managers a fair basis for a conversation about workload.
For a step-by-step rollout plan, see the CRM implementation guide.
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We discuss a subscription only if you want one after the demo. The price is known before you start.
FAQ
Yes. A task goes to an owner with a deadline and priority and is linked to a lead, patient or employee. Open tasks show up in the planner and as a counter in the menu.
Yes: company-wide chats, per-location chats and direct messages. Conversations are stored in your company's CRM.
Send an urgent alert. The CRM shows who read and confirmed it.
Yes, if the CRM is installed on the phone as a PWA and push notifications are allowed.
No. Tasks and the planner work inside the CRM. There's no Google Calendar sync.
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