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Task Management for Sales Teams

Assign and track tasks to your marketing and sales teams.
Manage your marketing and sales projects on next4biz CRM.

Task management integrated with customer management

Task management that can be linked with potential and actual customers.

Customer- and opportunity-specific tasks

  • Create a customer-oriented task management process in ongoing sales projects.
  • Define and track opportunity-based tasks.
  • Manage tasks using tags.

Coordinate Your Marketing and Sales Teams!

  • Set task deadlines,
  • Insert documents,
  • Add comments,
  • Create tags,
  • Monitor,
  • View history,
  • Set reminders.

Create task lists

Set subject-based task lists and assign your team accordingly.

Assign tasks for potential and actual customers, and track the relevant tasks on customer cards

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