Create meetings with existing leads, clients, contacts, and employees using the Tasks & Meetings feature in PegasusCRM. To make records as complete as possible, attach files, set permissions, and assign priority to each task or meeting. Send meeting invitations to relevant contacts within PegasusCRM by integrating your email application. These invitations can be directly imported to your email program’s calendar to keep your schedule all in one place. Use Tasks to delegate projects to team members or to manage your own responsibilities. This feature in PegasusCRM can help you track the most minute tasks up to the largest projects or meetings to keep your business running as you’d like.

Learn More!

If you want to learn more about what PegasusCRM can do, watch this demo video. If you’re ready to talk to one of our team members about your Merchant Services CRM needs, call toll free at 855-332-1608 or email us.