Fast creation
Add a task in a few clicks and link it to the relevant file or contact.
CRM module
Task creation
Steer your teams' work without ever leaving your CRM. Create tasks, assign them to the right people and track their progress at a glance, for an organisation that is clear and shared by all.
The module
Organise the work in the right place
Tasks are attached to the customer files in your CRM: everyone knows what to do, for whom and by when, without juggling multiple tools.
Assignment to teams
Assign each action to the right team member for a clear split of responsibilities.
Deadlines and priorities
Set dates and priority levels so the essentials get handled first.
Progress tracking
See the status of every task and keep an overview of your teams' workload.
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