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Calendar & Task Schedule

Stay on top of important tasks using the built-in calendar. View the calendar and items required attention as soon as your login to the CRM. Schedule tasks or reminders for another day or other team members.


  • Streamline file follow-ups and stay organized with scheduling
  • Never miss a meeting with automated meeting reminders
  • Efficiently manage tasks within your payday lending store with reminders
  • Delegate tasks and set reminders for your team's completion
  • Stay on track and organized even when on vacation with task reminders
  • Enhanced task management for seamless payday lending operations
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