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.

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.

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.

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.