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Eisenhower Matrix for Zoho CRM, by Digismiths, is an intuitive task prioritization tool that brings the proven Eisenhower method directly into your CRM. With drag-and-drop functionality and real-time syncing, it helps users categorize tasks effectively, ensuring better focus, improved team collaboration, and faster goal achievement in Zoho CRM.
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Business needs
CRM users often find themselves juggling a flood of follow-ups, calls, tasks, and internal activities. Without a clear structure to prioritize daily work, they risk losing track of high-impact opportunities while reacting to low-value tasks. Businesses need a simple, visual solution to manage this overwhelm—one that enhances clarity and boosts time efficiency without requiring additional tools or switching between systems.
Solution
The Eisenhower Matrix for Zoho CRM, by Digismiths, helps users turn disorganized task lists into clear, actionable priorities—right within the CRM interface. It transforms your Zoho task list into a four-quadrant productivity matrix, enabling better time and task management through visual clarity.
Key functionalities
∙ Customizable matrix view: Automatically sort tasks into “Do It,” “Schedule It,” “Delegate It,” and “Defer It” quadrants.
∙ Drag-and-drop prioritization: Move tasks between quadrants as urgency and importance change—no form edits needed.
∙ Built for CRM workflow: Integrate directly with CRM modules like Tasks and Activities, ensuring continuity without context-switching.
∙ Role-based access: Team members can view or manage tasks relevant to their roles, keeping workflows clean and focused.
∙ Color-coded task cards: Quickly identify and assess priority levels at a glance.
Benefits
∙ It helps you clearly identify and separate tasks that are urgent and important from those that can be delayed or ignored, allowing you to focus on what truly matters.
∙ It reduces task list clutter, so you can avoid being overwhelmed and work more efficiently with a cleaner, more focused view of your priorities.
∙ Makes delegation easier by allowing you to reassign tasks directly in the matrix, ensuring teamwork is smooth and responsibilities are clearly distributed.
∙ Encourages proactive scheduling of important but non-urgent tasks, helping you stay ahead on long-term goals and strategic work.
∙ Offers flexibility to adjust your priorities in real time using drag-and-drop, keeping your workflow dynamic and aligned with any sudden changes or deadlines.
Turn your Zoho CRM into a high-efficiency workspace by prioritizing smarter—not harder.
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