Simplify Task Tracking for Maximum Efficiency

CRM task management features

Support your team

Create goals, leave notes, set notifications and track sales activities to measure team and individual performance

Schedule deal activities

Give team members a diary and task list to plan their days, weeks and months effectively

Track lead communication

Unify outreach to give each sales prospect the attention they need to convert into paying customers

Let AI assist you

Leverage artificial intelligence to analyze the most valuable, real-time insights that boost sales

Customizable dashboards

Tailor CRM and task management tool functionality to manage your contacts your way

Sell on the go

Let reps view each day’s tasks via the iOS and Android mobile app to maximize time in the field

What to look for in CRM task management software

When searching for a CRM with task management capabilities, prioritizing specific features can help streamline your day-to-day. The right tool will help you:

  • Save valuable time.Take advantage of automations and workflow templates so you can focus on high-priority tasks
  • Pinpoint crucial data.Create reports and insights to track progress and spot bottlenecks.
  • Streamline scheduling. Sync calendars and book meetings with a scheduling tool.
  • Unite your favorite tools.Connect your favorite apps to your CRM through integrations and an open API.

Visualize your sales activities

Keep track of the tasks that guide prospects along your sales pipeline and avoid missing opportunities. Help reps structure their days with to-do lists, notifications and email reminders (e.g., upcoming due dates) to focus on the actions that drive results. Use Pipedrive to link sales activities and contacts, keeping everything in one place. Learn more about Pipedrive's CRM processes and activities.

Get deeper insights with user-friendly reports

Oversights can easily happen when sales activities are siloed in spreadsheets or across multiple tools. CRM dashboards and custom reports help sales leaders measure team performance, pinpoint mentoring opportunities and experiment with new tactics. Pipedrive lets you create visual reports to quickly see task statuses for each team member, identify bottlenecks and more. Explore Pipedrive's sales reporting software.

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Franchising allows you to operate a business under an established brand with proven systems and ongoing support.

Franchising allows you to operate a business under an established brand with proven systems and ongoing support.

Franchising allows you to operate a business under an established brand with proven systems and ongoing support.

Franchising allows you to operate a business under an established brand with proven systems and ongoing support.

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