Managing tasks shouldn’t be a scattered, manual process. CRM9’s Task Management feature helps you organize, assign, and track tasks with ease so your team can stay aligned, deliver on deadlines, and move your business forward confidently—without the chaos of sticky notes and scattered chats.
Know who’s doing what, by when, without confusion.CRM9 lets you create tasks in seconds and assign them to yourself or your team members with clear deadlines and priorities. You can link tasks directly to clients, leads, projects, or deals, ensuring your work is organized and context-specific. Everyone knows what needs to be done, by when, and for which client, keeping your workflows efficient while reducing back-and-forth clarifications.
Plan your day and week with complete clarity. View tasks in a clean list for prioritization or switch to calendar view to see upcoming deadlines and workload at a glance. Easily drag and adjust due dates, set recurring tasks, and filter tasks by assignee, priority, or status, so you can manage your team’s capacity while ensuring nothing falls through the cracks.
Stay ahead of deadlines without last-minute stress. Add reminders and due dates to every task, so you and your team receive timely alerts to complete important actions on schedule. Whether it’s a follow-up call, a proposal to send, or a project milestone, CRM9 keeps your workflow proactive so you can avoid rushed last-minute work and confidently meet client expectations.
Keep all task details organized and actionable. Attach notes, reference documents, and links directly to tasks so your team has the context they need to execute efficiently. Break large tasks into manageable subtasks, ensuring progress without overwhelm. CRM9’s structured, detailed task management makes collaboration clear and execution smooth.
