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Viewing Tasks

Keep your
Clients on
your Radar

To ensure that you’re always in control of your upcoming schedule, amoCRM has a tab for managing your calendar. With just one click, you can switch between the agenda, to-do list, and calendar views. There’s also search and filter for finding tasks quickly, and you can even bulk edit for maximum task management.

Task Types

Create & Save
Custom Tasks

amoCRM helps you manage relationships with a sleek, yet powerful task management system. Since every business has different activities, you can easily create your own task types. Simply specify the new type of task when adding a to-do, and it will be saved. You can also search and filter by custom task types, giving you complete control of custom to-dos.

Notifications

Always
Be Prepared
For What's ahead

When fostering relationships with potential clients, every second counts. amoCRM keeps you on top of things, reminding you about upcoming or overdue tasks. You can get notifications in the interface, by email or on your phone. Now you’ll always know what’s around the corner, so you can make a polished impression every time.

Mobile Notifications

Keep on task
while you’re out

Away from the computer? That used to mean missing new tasks, but not anymore. amoCRM has a free mobile app on iOS and Android, which you can use to monitor the status of your relationships with clients. Mobile alerts are easy configured, and you can also set up tasks to automatically sync with your Google Calendar.

Idle Lead Prevention

Keep leads
engaged

amoCRM safeguards your pipeline against getting polluted with idle leads. The task status of leads is color-coded and always visible, so you’re never left guessing which ones need attention. Smart filters also allow you to track and sort leads by their task status in bulk. These filters can be saved for use later, ensuring your pipeline always stays squeaky clean.

Task Analytics

Track Team Performance

How effective is your sales department? amoCRM puts performance metrics at your fingertips. At a glance, you can see stats about the types of tasks performed and frequency of completion, the amount of deals closed and revenue generated. You can use these measures to monitor individuals or teams. That way, it’s easy to track targets and identify areas for improvement.

Automate Task Creation

No Lead is Overlooked

Setting every task manually is a thing of the past. With automations in amoCRM’s Digital Pipeline, tasks are created automatically—increasing your efficiency and ensuring that all leads are active and moving forward. For example, you might set it up so that when a lead reaches a specific stage in the sales process, a certain type of task will be set for the responsible sales manager automatically. Outside of Digital Pipeline, you can also set up task automations in the business processes section.

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