We had an opportunity to get familiar with Vantaca software and what we found was game-changing for automating back-office workflows.
Email Inbox integration:
- Your emails are received IN the system
- Follow up tasks and responses can be automated
- No need for a separate Inbox, CRM, or Helpdesk to manage this correspondence!
- Emails are visible, trackable, and reportable for company management
Calendar integration for your communities and your personal work schedule:
- Schedule meetings in the system and set who can see them
- Link meetings to Action Items for easy task automation and notifications
- Add events and tasks for ALL communities in bulk!
- Events are visible, trackable, and reportable for company management
Project Management and Task Tracking:
- Many common activities are pre-built as Action Items for easy implementation
- Set up your procedures as Action Items and schedule them to be recurring
- The workflow and rules can be customized to match your business processes
- Tasks and Projects are visible, trackable, and reportable for company management
Are you a Vantaca user who is still doing things the old MANUAL WAY?
Do you want to move work to another team member, but want to streamline and document it first?
If so, then it is time to build more custom Action Item automation in your system.
Setting up custom Action Items and schedules can be time-consuming. Luckily, you have an experienced business partner who can jump right in and complete all the Vantaca configurations, systems testing, user training, user documentation, and more!
Set up a Discovery Call at calendly.com/doxentrics/30minconsult with Doxentrics to chat about how Vantaca Action Items can automate your manual work AND create more visibility into your team’s work.