Tasks
Tasks tied to deals and customers
Not a separate tracker, but part of your sales system: every task is linked to a deal, a customer or a property. You always see who owes what on each sale.
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Sound familiar?
Tasks live away from sales
The tracker in one tool, customers in another. Understanding the context of a task means opening three windows.
Promises disappear
"I'll call on Thursday" exists only in a manager's head, and Thursday brings a different emergency.
The manager finds out last
A missed promise becomes visible only when the customer complains about it.
What's inside
Linked to anything
A task opens from a deal, a customer, a property or a conversation, and keeps that context with it.
Boards and lists
Work is visible the way your team prefers: columns by status or a flat list with filters.
Deadlines and reminders
Due date, owner and watchers. The reminder arrives before the deadline, not after it.
Recurring tasks
Regular work — a weekly report, a call round — is created on schedule by itself.
Overdue control
A manager sees what is burning in a single list: by employee, by team or by direction.
Tasks from workflows
Automation creates tasks itself: the deal moves a stage and the owner already knows what to do.
Works together with the other modules
The data stays connected: a chat becomes a deal, and a deal becomes tasks and money.
Messenger
Customer conversations from every channel and internal team chat in a single window. The whole thread stays with the deal instead of on someone's personal phone.
CRM
Leads, customers and deals in a clear pipeline. Requests from every source land in the system automatically, so nothing goes unanswered.
Workflows
A visual automation builder — from simple reminders to AI agents that handle customer chats on their own.
Frequently asked questions
Can I use tasks without the CRM?
Yes, the module works on its own. It is simply more useful when tasks are connected to deals and customers.
Are there mobile notifications?
Notifications arrive in the system and through connected channels — an employee's Telegram, for example.
What about tasks with no owner?
They have their own filter: those are exactly the tasks that tend to be forgotten.
Get your CRM running in minutes
Create an account and see how it works with your own data. We will help you import customers and set up your processes.