Task Management
Assign tasks to your team, set due dates, and track completion — all linked directly to your leads.
Book a Free DemoWhat is Task Management?
Task Management in RND TECHNOSOFT CRM ensures every follow-up, call, proposal, or meeting is tracked and owned. When a salesperson creates a task linked to a lead, the system tracks it from creation to completion. Managers can see pending tasks across the whole team and identify who is overloaded or slipping on deadlines.
How It Works
Create Tasks
Create tasks manually or let reminders auto-generate tasks when follow-up dates are due.
Assign to Team
Assign any task to any team member with a priority level and due date.
Track Progress
Tasks move through Todo → In Progress → Done. Managers see status in real time.
Get Reminded
Overdue tasks highlight in red. WhatsApp and SMS reminders can be triggered automatically.
Key Benefits
Linked to Leads
Every task is connected to a specific lead so context is always one click away.
Team Visibility
Managers see every task across every team member without asking for updates.
Priority Levels
Mark tasks as High, Medium, or Low priority so teams focus on what matters most.
Progress Tracking
See completion rates per person, per week — identify who needs help and who is excelling.
Who Uses This?
Assign follow-up tasks to salespeople, set deadlines, and verify completion without micromanaging.
Start each day knowing exactly what to do — your task list is prioritised and linked to leads.
Manage post-sale tasks like document collection, onboarding calls, and service requests.
Ready to Use Task Management?
See how Task Management works in a live demo. Book a free 30-minute session with our team.