Task Management in CRM

to create and track tasks

Add tasks and assign them to the right team member. Set the task’s type, due date and category, and associate the tasks to appropriate leads, contacts.

Please enter a valid email address
No credit card required
Task Management in CRM

Create Tasks to Leads in Task Management

Add a task, organize the tasks by priority, and make sure deadlines are met

task management leave note
add tasks

Add Tasks

Create tasks assign them to appropriate leads, contacts and deals. The task will show up when looking at a particular lead, contact or deal.

task priority

Task Priority

Set priorities to the tasks according to their importance, and then keep track of which ones you've completed. This feature allows you to stay on top of what's essential.

status check

Status Check

Check on the status of your tasks, and finish them on time, then move them to the completed list. To prioritize better, you can also filter and view all overdue and high-priority tasks at one place.

What is Task Management in CRM?

Task management is the process of tracking, organizing, prioritizing and delegating a task. Task management in CRM software tracks ongoing tasks and assign them to specific individuals or groups. With this system, employees can collaborate with other team members to complete ongoing tasks contact a particular lead or contact.

Sign Up FREE for 10 users

Explore More Features

Here are the additional features to look at

Explore More Features

Go to the next level with 500apps logo

Get 37 other apps with CRM.io at $14.99 - Join the SaaS Revolution - 500apps, $14.99/user flat pricing, 24/5 Support (Phone/Chat/Email/Onboarding)

500apps banner
What our customers say

I chose 500apps because of their value and incredible superior customer service. They really care about small-to-medium sized organizations like ours, whether you're very CRM experienced or lightly so. Every business needs a CRM these days. Compared to HubSpot or Fusion Marketing, they really present a better value and are quite robust yet simple to use. Very pleased!

I love 500apps. It's a perfect solution for startups. The price is right and the system does all I need it to. I had a small issue and called the customer service line. I was really impressed being able to speak with the team all the way from Australia. They resolved my issue immediately and were very nice to deal with. I highly recommend this solution. 500apps is excellent for startups who can't afford the high prices of alternative solutions out there.

500apps is a pretty compressive system for a good price. Plenty of integrations. Sales, marketing and help desk automation. I love that it integrates with IMAP and the chrome widget is brilliant for pulling in LinkedIn data. I've found the customer service incredibly responsive. These guys really care about their reputation.

Get Started with 500apps Today

CRM.io is a part of 500apps Infinity Suite

Please enter a valid email address