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Task Management That Drives Sales Execution

Corefactors transforms task management from a simple reminder system into a structured sales
execution engine, ensuring your team consistently acts on opportunities at the right time

Trusted by enterprises all over the world
Turn Every Lead Interaction Into Action

Sales momentum is built on consistent follow-ups. Corefactors allows sales teams to create tasks and meetings directly within leads, ensuring conversations naturally translate into structured next steps.

Done

Call follow-ups

Done

Email follow-ups

Done

SMS & WhatsApp engagements

Done

Meeting scheduling

Your Daily Sales Command Center

The Corefactors homepage functions as a real-time execution dashboard. Sales reps instantly view tasks and meetings across flexible time windows with smart filtering.

TIME WINDOWS
Calendar 14
Today
Google Calendar
This Week
Schedule
This Month
To Do List
Custom Range
Smart FILTERING
List
All Tasks
Delivery Time
Pending
Verified Account
Closed
Goal

What needs attention? What's completed? What's next? No searching. No guesswork.

Your Daily Sales Command Center

The Corefactors homepage functions as a real-time execution dashboard. Sales reps instantly view tasks and meetings across flexible time windows with smart filtering.

TIME WINDOWS
Calendar 14
Today
Google Calendar
This Week
Schedule
This Month
To Do List
Custom Range
Smart FILTERING
List
All Tasks
Delivery Time
Pending
Verified Account
Closed
Goal

What needs attention? What's completed? What's next? No searching. No guesswork.

Intelligent Reminder & Notification System

Because follow-ups should never depend on memory.
Corefactors reinforces task execution through multi-channel
reminders to ensure reps stay proactive.

Stopwatch

CRM Notifications

Positive Dynamic

Email Alerts

Positive Dynamic

SMS Reminders

Eye

Call Alerts

Engineered for Momentum

Tasks become operational triggers not passive reminders. High performing sales
teams don't rely on manual follow-ups they rely on intelligent systems.

Cursor
Built for Action, Not Tracking

Every task is designed to support fast decision-making directly from the interface

Done

Task type visibility

Done

Scheduled date & time

Done

Associated lead & Assigned user

Done

One-click completion & Instant detail access

Checklist
Workflow-Driven Automation

Corefactors intelligently automates task creation and execution workflows ensuring consistency.

Based on

Lead Actions

Based on

Stage Transitions

Based on

Journey Conditions

Based on

Behavioral Triggers

Designed for Every Sales Role

For Sales Representatives

Corefactors acts as a personal execution assistant.

  • Never miss a follow-up
  • Maintain conversation context
  • Prioritize daily actions
  • Reduce manual traffic effort
Spend less time managing CRM. Spend more time advancing deals

For Sales Managers

Gain comprenhensive visibility into execution patterns.

  • Track pending vs closed tasks
  • Monitor follow-up discipline
  • Analyze activity consistency
  • Balance workload distribution
Ensure process adherence without micromanagement

For Sales Leaders

Drive operational sales efficiency at scale.

  • Enable faster response cycles
  • Reduce revenue leakage
  • Ensure predictable pipeline movement
  • Improve overall sales velocity
Consistency in execution → consistency in revenue.

Hear From Our Happy Customers

Hear From Our Happy Customers Quotes Logo

Since using Corefactors, we have seen a big improvement in both recovery and revenue. The tool has streamlined our process and helped us make better decisions, which has directly boosted our results. I highly recomm ... end Corefactors to others. It simplifies communication and gives valuable insights that make a real difference.

-Anil Bose

Marketing Head, Greater Bank

Hear From Our Happy Customers Quotes Logo

We scouted for the best CRM solutions, including the ones that top-class banks use. Corefactors stood out when compared to more mature players in the market. It was not only cost-effective but was a good product fit ... for our use. The features and functionalities of Corefactors CRM matched our collection and recovery needs.

-Dhanajay Tambekar,

MD & CEO, Godavari Urban Multistate Credit Cooperative Society

Hear From Our Happy Customers Quotes Logo

Thanks to Corefactors, reps from our loan documents scrutiny team, payment collection team, and customer support team are now effortlessly reaching 7500 prospects per month, ensuring seamless customer intearac ... tions and contributing to our milestone of Rs.555 Crore in disbursed loans.

-Ankit

Telecalling Head, Hindusthan Microfinance Pvt. Ltd.

Hear From Our Customers Left Arrow
Hear From Our Customers Right Arrow

Sales Success Runs on Structured Execution

Corefactors transforms task management from a basic productivity tool into a sales performance system
where leads, workflows, tasks and reminders operate as one continuous engine.

Book a Demo Now