CRM Task Management

Manage your sales process with task-based workflows directly within your CRM contacts, ensuring follow-ups happen on time and action items don't get forgotten. Create tasks linked to specific contacts for follow-up calls, proposal preparation, meeting scheduling, or any sales activity that requires action. Tasks appear in both your CRM contact view and your project boards, keeping your sales process organized and visible.

Tasks can be assigned to team members, given due dates and priorities, and tracked through completion—just like project tasks, but integrated into your CRM workflow. When you're working with a contact, see all related tasks at a glance, mark them complete as you finish actions, and ensure nothing falls through the cracks in your sales process. Tasks maintain complete history and can include comments, file attachments, and time tracking.

Ideal for sales teams that need to manage multiple prospects simultaneously, track follow-up activities across the sales cycle, and ensure consistent execution of sales processes. Whether you're managing a complex B2B sales cycle with multiple touchpoints or running a simpler sales process, CRM task management keeps your sales activities organized and on track.