Tasks that live
where the work happens.
Linked to contacts, deals, companies and tickets. Due dates, priorities, assignees, recurrence. The to-do list your sales team will actually tick off because it sits inside the CRM.
The task module a CRM should have shipped with.
Linked to anything
Attach a task to a contact, deal, company or ticket. Open the record, see what is outstanding, tick it off.
Due dates + reminders
Pick a date, get a reminder the morning of - email or WhatsApp. Overdue tasks pulse red on the dashboard.
Priorities + tags
Low / medium / high / critical. Free-text tags for context. Filter the list any way you slice your day.
Assignees + watchers
Assign to a teammate, add watchers who get notified. Mentions in comments ping the right person.
Recurring tasks
Every Monday, every quarter, every 1st of the month. Set once, run forever. Great for renewals and check-ins.
Auto-create from workflows
Deal advances to Negotiation? Create a task. SLA goes red? Create a task. Tasks become how work routes itself.
Nothing falls through the cracks.
The CRM tells you who to call back, when, and why. Tasks roll up to a personal queue, a team queue and the dashboard. Complete one, the system asks for the next action.
- Smart remindersEmail + WhatsApp + dashboard. Per-user notification preferences.
- Saved viewsMy overdue, team this week, by tag, by deal - save and pin filters.
- Completion historyEvery closed task logged. Reporting on throughput, by user and by team.
Stop juggling Asana, Todoist and your CRM.
Tasks on every plan. Recurring + workflow-created on Pro.