Sales Task Management

Are you tired of scattered to-do lists, missed follow-ups, and a constant feeling that something is slipping through the cracks? In sales, every action, every call, and every meeting is a step toward closing a deal. But when those steps aren’t managed, the entire pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. is at risk.

Pipeliner CRM’s Sales Task Management isn’t just a to-do list—it’s a powerful, visual command center designed to keep your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology. on track. We turn the chaos of daily tasks into a clear, actionable roadmap so you can focus on what you do best: selling.

A Visual Way to Win More Deals

No one wants to hunt through a spreadsheet to find their next move. Pipeliner CRM’s visual approach gives you instant clarity and control.

• The Drag-and-Drop Activities Task Board: See your entire day at a glance. Our intuitive Task Board displays all your tasks, organized by status. Need to move a task from “in progress” to “completed”? Just drag and drop it. It’s that simple. This is about working smarter, not harder.
• Your Built-in “What’s Next” GPS: Pipeliner CRM is built to guide you. Every activity is tied directly to an opportunity, so you always know what to do next to move a deal forward. We can even make specific tasks mandatory, ensuring a crucial step is never skipped before you can advance to the next stage of the pipeline.

Intelligent and Automated to Save You Time

Manual tasks kill momentum. We help you automate the busywork so you can focus on building relationships.

• Automated Task Creation: When an opportunity moves to a new stage in your pipeline, Pipeliner CRM can automatically suggest a pre-defined list of tasks. This ensures consistency across your team and guarantees that no critical step is missed. It’s like having an automated sales playbook built right into your CRM.
• Voyager AI and Opportunity Health: Our built-in AI assistant, Voyager, helps you prioritize by calculating the “Fitness” of an opportunity. It analyzes whether tasks are completed on time and if the next steps are planned. This instant, intelligent insight helps you identify at-risk deals before it’s too late.

Unify and Conquer with Total Visibility

Collaboration and visibility are the keys to a high-performing sales team.

• Seamless Team Collaboration: From a single screen, you can update task statuses, add comments, and collaborate with your entire team. All tasks and activities are shareable, making progress transparent and delegation effortless.
• Connect Everything, Everywhere: Pipeliner CRM’s Activity 1:ANY feature enables you to link a single activity—such as a meeting or a phone call—to multiple accounts or opportunities. This means you only have to log information once, saving time and keeping your dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. clean.
• Customization that Fits Your Business: Your process isn’t generic, so your CRM shouldn’t be either. Pipeliner CRM’s sales activities and forms are fully customizable, allowing you to create custom fields and activity types that perfectly match your sales workflow. Want to track the number of “Discovery Calls” or “On-site Meetings” your team held? No problem. Our robust reporting will provide you with a clear view of what’s happening.