Task & Team Productivity
Feature Overview
Assign tasks linked to customer inquiries or compliance renewals.
Create, assign, and track tasks linked directly to ingredients, supplier accreditations, compliance checks, or customer reviews, keeping teams aligned.
Module Capabilities
This feature is part of the CRM & Business Growth module. Track white-label quoting pipelines and assign team tasks to support scaling sales.
All logs maintain full revision history compliance tracking compliant with FSANZ and HACCP guidelines.
Related Platform Features
Sales Pipeline Tracking
Track customer lead stages and custom white-label product quotes.
Google Contacts Integration
Import and sync supplier and client contacts effortlessly.
Central Spec Sheet Hub
Single source of truth for all finished goods, bulk products, and raw materials.
Retailer Dossier PDF Exports
Export formatted single-file compliance dossiers for Coles, Woolworths, and Metcash onboarding.