There's a simple rule in business: time is money. If you spend a day by performingadministration instead of closing deals, your growth will slow down. That's why our customers are increasingly using process automation in CRM systems to eliminate routine tasks and focus on what really brings value.
You might be thinking, “But we’re used to doing things manually, we have a system for that.” However, the reality is that manual data processing leads to errors, delays, and inefficiency. Mango can now do most of the work for you, accurately, reliably, and most importantly, automatically.
Let's take a look together at the clever features our CRM Mango has to help you save time and, most importantly, run your business effectively.
Mango Directory
Like almost every CRM, ours also includes an address book. In it, you can clearly keep a directory of companies and people. When implementing CRM Mango, it is important to note that you can import as many contacts as you need in a few seconds via the export/import function. No, don't worry, with us you won't have to retype manually - we don't have the time or patience for that :). In the address book, you can record or add any individual data you need via the custom columns function. Then you just need to set filters and your company database will be automatically ready for use. In the address book, everything you need to have stored in one place for a specific company will be automatically recorded. A client card will be created for you with company data and all company activities, tasks, offers, orders. Everything is automatically saved in the client card. Check it out.
You can open and click on all the data, click through, copy, create an event in the calendar, schedule a meeting, view various clear reports... the possibilities are countless. Each area of our CRM is tailored to the client, just as they need. If you want to know more about our directory and what it can do, please click on the link below and learn more.
Activities in CRM Mango
Let's take a closer look. We have also introduced automation into the activities area. We want Mango to work as conveniently as possible for all types of businesses. Within activities, you can create all kinds of records in Mango. Whether it's meetings, administration, travel or any of your own activities that you choose. However, we have also created automatic activities in Mango. What does this mean? You can connect Mango to your email and phone, so every email and phone call can automatically be reflected directly in Mango to your activities. All records are of course subject to verification, so you simply don't confirm what you don't want to be seen. Do you want to know more about it? It's a really handy helper that can save you time when manually entering your daily records. Click on the link below and learn how it all works.
Calendar in Mango CRM
The Manga calendar of course has all the usual functionalities that a proper calendar should have. We can automatically create an activity directly from the calendar from a scheduled event. At the same time, in Manga we can very cleverly display the calendar of each user we need and only the specific type of records we require - for example, I want to see all of Jožek's meetings. It goes without saying that we can synchronize the Manga calendar with Outlook 365 or Google calendar. Your calendar can be synchronized whether on a mobile phone, tablet or other device.
Tasks in Mango CRM
Tasks in Mango are an extremely beneficial area that we also use every day for internal company matters. You can write down anything you want to be completed in tasks. You can assign a task to any of your colleagues. You can also create sub-tasks, upload various files, set a priority, and a completion date. But let's look at it from an automation perspective - Mango will automatically send you an email notification that a task has been assigned to you. You can get to the assigned task directly from this email notification. It will also send you a notification if a comment is added to the task or if the task is completed. Believe us, you will love and hate this reminder at the same time, because it will not let you forget anything. Take a closer look at how it all looks.
We have only very briefly introduced you to the automation that penetrates the address book, activities, calendar, tasks. But that is not the end. Automatic generation of orders from offers? Of course. And what about invoicing? Data synchronization Mango vs. SuperInvoice? Yes, it definitely does with us. What about leads? Automatic sending of notifications when a lead is assigned? Sure, that is what happens with us. We could point out to you from every area of our CRM system where automation penetrates us everywhere. But that might be too overwhelming for you. That is why we will give you a tip. If you are thinking about implementing or changing your CRM system, contact us and we will be happy to explain how our CRM works. Together we will look at what would be best for you. We will tailor a plan to suit your company. You will see for yourself how automation in our CRM can save you time and nerves. Or maybe you don't even know that you are looking for a CRM system. Maybe you're just looking for something to help you eliminate unnecessary administrative burdens, something to help you simplify your company's processes. And let us tell you something else. We know what we offer, so you can test the system for the first two months completely free of charge.
There comes a time in every business when paper notes get lost, spreadsheets turn into chaos, and customers wait too long for a response. We turn that moment into an opportunity. We help businesses grow, automate, simplify. Our CRM is not just about data – it’s about relationships, about insight, and about giving you time to do what you really do best.
