> For the complete documentation index, see [llms.txt](https://guide.smarttask.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.smarttask.io/crm-and-sales-management.md).

# CRM & Sales Management

SmartTask isn’t just a project management tool — it also doubles up as a **powerful CRM** to manage your leads, clients, and entire sales pipeline.

## **Why use SmartTask for CRM?**

Many teams juggle between multiple tools for sales, communication, and task tracking. SmartTask eliminates this friction by combining **sales tracking, contact management, and follow-ups** — all within one platform.

### **Key CRM Features**

#### 1. **Contact Management**

* Maintain a centralized list of **leads, clients, and vendors**.
* Store details like company name, contact person, phone numbers, emails, and **custom fields**.
* Automatically link emails, phone calls, tasks, and deals to contacts for 360° context.

<figure><img src="/files/72wiKQlfsppEVvShGDYV" alt=""><figcaption></figcaption></figure>

#### 2. **Deal Pipeline**

* Visualize your sales pipeline with **customizable stages** like "Lead In", "Qualified", "Proposal Sent", and "Won/Lost".
* Drag and drop deals across stages for intuitive management.
* Track **deal value**, **expected close dates**, and **assigned reps**.

<figure><img src="/files/jIEIoTATWhPhoExmgfrx" alt=""><figcaption></figcaption></figure>

#### 3. **Activity Tracking**

* Log and track all interactions — calls, meetings, emails, notes — under each deal or contact.
* SmartTask auto-logs linked email conversations when integrated with your email client like Gmail.
* Add reminders to ensure consistent follow-ups.

<figure><img src="/files/0AME5i7qVR6h3G6WBYTd" alt=""><figcaption></figcaption></figure>

#### 4. **Sales Automation**

* Automate routine actions: auto-assign leads, set follow-up tasks on stage change, send thank-you emails after deal closure, and more.
* Reduce manual work and close deals faster.

#### 5. **Task & Email Integration**

* Convert emails into tasks directly or link them to deals/contacts.
* Plan follow-ups as SmartTask tasks with due dates and reminders — never miss an opportunity again.