What is CRM task management?

Customer relationship management task management lets you track, assign and prioritize activities from within your CRM. While you can track business processes and activities in a spreadsheet, a CRM system enables workflow automations, dependencies and custom fields to help you save time and increase productivity. Team members can view the same customizable dashboards to collaborate effectively and complete relevant tasks (e.g., calls and follow-ups) on time.

What’s the best task management software?

The best task management software depends on your specific pricing and business needs. If you want task management that integrates with your CRM tool, you’ll find that and other capabilities in Pipedrive . If you’re a small business looking for a simple Kanban workspace and Gantt charts for managing tasks, consider Trello . Here’s a comparison of Pipedrive versus Trello to help you decide. Additional considerations like the onboarding process, extra features (e.g., invoicing, email marketing or marketing automation options) and the level of customer support may also factor into your decision.

Is task management the same as project management?

Task and project management are different (yet related) aspects of the same field. While a task is assigned work that often needs to be completed within a set time frame, a project is a series of tasks that lead to a more substantial end goal. Therefore, task management is the process of overseeing individual assignments. Project management supervises overall project task progress alongside budget, resources and more.

Best CRM task management software

Automate task management workflows in your CRM system

The right customer relationship management (CRM) can spotlight the tasks that lead to sales.

Let automation handle repetitive admin and free up your sales team to do what they do best – build relationships and close deals.

Learn how Pipedrive’s CRM task management keeps your reps organized and focused on closing deals.

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CRM task management features

Support your team

Create goals, leave notes, set notifications and track sales activities to measure team and individual performance

Schedule deal activities

Give team members a diary and task list to plan their days, weeks and months effectively

Track lead communication

Unify outreach to give each sales prospect the attention they need to convert into paying customers

Let AI assist you

Leverage artificial intelligence to analyze the most valuable, real-time insights that boost sales

Customizable dashboards

Tailor CRM and task management tool functionality to manage your contacts your way

Sell on the go

Let reps view each day’s tasks via the iOS and Android mobile app to maximize time in the field

What to look for in CRM task management software

When searching for a CRM with task management capabilities, prioritizing specific features can help streamline your day-to-day. The right tool will help you:

Save valuable time. Take advantage of automations and workflow templates so you can focus on high-priority tasks.
Pinpoint crucial data. Create reports and insights to track progress and spot bottlenecks.
Streamline scheduling. Sync calendars and book meetings with a scheduling tool.
Unite your favorite tools. Connect your favorite apps to your CRM through integrations and an open API.

Visualize your sales activities

Keep track of the tasks that guide prospects along your sales pipeline and avoid missing opportunities.

Help reps structure their days with to-do lists, notifications and email reminders (e.g., upcoming due dates) to focus on the actions that drive results.

Use Pipedrive to link sales activities and contacts, keeping everything in one place.

Learn more about Pipedrive’s CRM processes and activities.

Get deeper insights with user-friendly reports

Oversights can easily happen when sales activities are siloed in spreadsheets or across multiple tools.

CRM dashboards and custom reports help sales leaders measure team performance, pinpoint mentoring opportunities and experiment with new tactics.

Pipedrive lets you create visual reports to quickly see task statuses for each team member, identify bottlenecks and more.

Explore Pipedrive’s sales reporting software.

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

Projects by Pipedrive

Projects is Pipedrive’s all-in-one project management software solution.

Use the tool to organize all your project planning and timelines so team members can focus on their tasks.

Projects features include:

Built-in task manager. Set custom project phases to streamline your workflow.
Collaboration tools. Keep your team in sync to achieve sales goals faster.
Project scheduling. Automate your project activities to stay ahead of the game.
Quick file sharing. Help remote teams access essential project data for smoother collaboration.
Customization. Create custom CRM boards, data fields and filters to categorize projects according to your unique business needs.

Learn more about Projects by Pipedrive

How Pipedrive helped Belkins save 50 hours a week

Belkins’ sales team struggled to maintain accurate, clean pipelines for hundreds of deals.

Using Pipedrive’s CRM software, the team unified their email outreach quickly and affordably. The task management system aggregated and restructured Belkins’ data for a faster, automated sales process.

“We are able to support our sales growth in a meticulous and structured way by operating our pipelines in Pipedrive. That’s why we’re growing our sales every month and not losing money by missing out on existing opportunities.”

Read the case study

CRM task management FAQs

Customer relationship management task management lets you track, assign and prioritize activities from within your CRM.

While you can track business processes and activities in a spreadsheet, a CRM system enables workflow automations, dependencies and custom fields to help you save time and increase productivity.

Team members can view the same customizable dashboards to collaborate effectively and complete relevant tasks (e.g., calls and follow-ups) on time.
The best task management software depends on your specific pricing and business needs.

If you want task management that integrates with your CRM tool, you’ll find that and other capabilities in Pipedrive.

If you’re a small business looking for a simple Kanban workspace and Gantt charts for managing tasks, consider Trello. Here’s a comparison of Pipedrive versus Trello to help you decide.

Additional considerations like the onboarding process, extra features (e.g., invoicing, email marketing or marketing automation options) and the level of customer support may also factor into your decision.
Task and project management are different (yet related) aspects of the same field.

While a task is assigned work that often needs to be completed within a set time frame, a project is a series of tasks that lead to a more substantial end goal.

Therefore, task management is the process of overseeing individual assignments. Project management supervises overall project task progress alongside budget, resources and more.

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments