Karl Tatler customises client management using taskplans in Agency Cloud

Reapit AgencyCloud’s task plan functionality provided Karl Tatler with the tools to manage tasks and customise the client management process.

“As strong client relationships are built over time, having the ability to manage tasks throughout a long-term process has been invaluable. The task plan functionality within Reapit AgencyCloud has offered us complete customisation of client management, without the issue of human error that comes with setting tasks or reminders manually. Whether it be appointment follow-ups, or more complex projects, task plans have allowed us to spend more time doing the activities that help generate business.”

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