To-Do List
Efficient To-Do List Management to Keep You Organized & Productive
Running a business means wearing many hats—and remembering a hundred things at once. CRM9’s To-Do List helps you capture, organize, and prioritize daily tasks so you can focus on what matters most without letting important actions slip through the cracks.
Why CRM9 for Your To-Do List?
- Capture, organize, and prioritize tasks effortlessly
- Keep tasks linked to clients, projects, and deals
- Structure your workflow for productivity
- Integrated with your calendar, reminders, and tasks
- Helps you and your team stay aligned and focused
Capture Tasks Instantly
No task is too small to track, and no idea needs to get lost. As you go about your busy day, new tasks pop up constantly—a quick client follow-up, an idea for a campaign, a reminder to review a proposal, or a note to send an invoice. With CRM9, you can capture these to-dos instantly, from your desktop or mobile, so you never lose momentum or forget important actions. Whether you’re in a client meeting, on a call, or reviewing projects, you can add tasks on the fly, ensuring your day stays organized and actionable without the chaos of scattered notes.
Prioritize and Organize with Ease
Structure your day with clarity and intention. Not all tasks are created equal, and CRM9 helps you recognize what deserves your immediate focus. Assign due dates, set task priorities, and categorize your to-dos by client, project, or workflow to build a clear, actionable plan for your day and week. Filter your to-dos by due date or priority to identify urgent actions, plan ahead, and prevent last-minute rushes. With everything neatly organized, you can tackle your day confidently, knowing you’re always working on the right tasks at the right time.
Link To-Dos with Clients and Projects
Bring context and purpose to every action. A checklist is only useful if it’s connected to your workflow. With CRM9, your to-do items aren’t just random tasks—they’re tied to client profiles, active projects, proposals, or deals, giving your team clear context for every action. Need to follow up with a client about a proposal? Tie the to-do directly to the client’s profile so you can see all related conversations and documents in one place. This keeps your tasks actionable, relevant, and aligned with your business goals, ensuring your team always knows why each task matters and how it moves your business forward.