Never miss a follow up opportunity again.
Assign tasks to your contacts. Block out your Calendar to get stuff done.
Create
Create a task. Set the start date and end date. Choose which contact it relates to, and who owns the task.
Remind
Set when to be reminded about the task.
Email notifications can be sent to the task owner to remind them that the task is due.
Complete
When done, mark the task complete to simply and easily manage your workflow.
Screenshots
Help yourself to all our extensions
Add tasks for free. When you’re ready – upgrade for all the features.
Free
All the core modules to get started with your CRM.
Free
Includes 4 of our 30+ CRM extensions:
- Invoicing Pro
- Gravity Forms Sync
- PayPal Connect
- WooCommerce Connect
- Contacts
- Quotes
- Invoices
- Transactions
- Tasks
- Forms
Freelancer
All the essential tools to drive your business forward.
$11
- per month
- billed yearly
Includes all our 30+ CRM extensions:
Analytics
- CRM Funnels
- Awesome Support
- Sales Dashboard
Forms
- Gravity Forms Sync
- Contact Form 7 Sync
Payments
- PayPal Sync
- Stripe Sync
- Invoicing Pro
Sync
- Google Contacts Sync
- WooCommerce Sync
Email marketing
- MailChimp
- ConvertKit
- aWeber
- Mail campaigns
- And 2 more
- Everything in free plus
- Invoicing Pro
- Gravity Forms
- PayPal Connect
- Stripe Connect
Entrepreneur
Elevate your business with automation, lead nurturing, sales funnels, and much more!
$17
- per month
- billed yearly
Includes all our 30+ CRM extensions:
Analytics
- CRM Funnels
- Awesome Support
- Sales Dashboard
Forms
- Gravity Forms Sync
- Contact Form 7 Sync
Payments
- PayPal Sync
- Stripe Sync
- Invoicing Pro
Sync
- Google Contacts Sync
- WooCommerce Sync
Email marketing
- MailChimp
- ConvertKit
- aWeber
- Mail campaigns
- And 2 more
- All 30+ CRM extensions
- Single site license
- Access to Slack community
- 12 months support and updates
- Priority support
airline