Tasks

Assign tasks to yourself and the team, link them to deals and control the outcome. Counter tasks: for measurable activities like “30 calls a day”.

For yourself & the team

The owner and head of sales assign tasks to employees, everyone: to themselves. Transparent workload distribution.

Counter tasks

“Make 50 calls”, “send 20 proposals”: tasks with a completion count and a unit of measure. Progress visible online.

Manager verification

The employee marks completion, the assigner reviews and confirms. No “but I did it” without results.

Linked to deals

A task is tied to a specific order. Context is always at hand: no need to search what it is about.

Task statuses

Active, done, cancelled, failed. An honest picture of execution discipline.

Dates & deadlines

Start and due dates on every task. Overdue tasks are immediately visible to the manager.

Other capabilities

All features

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