Some business opportunities don't happen in a mere blink of an eye.  Sometimes you have to follow a long process that involves submitting quotes, providing complementary information, holding meetings, making presentations, etc.

Different clients request different things, and remembering all of them can become a complicated matter.  You can use the "Task" module to schedule these kinds of activities and set up reminders sent to your email.

This way, your Clients will receive what they need, when they need it, and will experience customized service.  You can also assign these activities to different members of our Work Team.  This way, the people who are supervising have a tool to perform follow-up.