Task Management Software to Plan, Track & Complete Tasks Faster
Stay organized, meet deadlines, and keep your team on track with LeadHeed’s task management software. Simplify your workflow and boost productivity—get started today!
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How to Set Up Task Management Feature in LeadHeed CRM Software?
Getting started with LeadHeed’s task management feature is quick and easy. Sign up, create tasks, and organize them into categories. Customize fields to track key details, automate reminders, and assign tasks to team members. Also, integrate your tools and customize your dashboard for better task management.
How Does LeadHeed CRM
Task Management Software Work?
LeadHeed CRM task management software simplifies how you plan, follow up, and get tasks done so you can stay productive and efficient.
Task Creation & Organization
LeadHeed CRM helps in the creation of tasks in the system, either for a personal team member or a team-based project. These tasks can be sorted by type (i.e., pending, in progress, completed) and prioritized to enable the most important tasks to be addressed first.
Automated Reminders & Deadlines
To stay on track, LeadHeed CRM reminds and notifies you of upcoming deadlines. You can create recurring tasks and reminders so no tasks are forgotten and your team is always aware of what's next on their list.
Task Assignment & Real-Time Tracking
Assign tasks to specific team members and monitor their progress in real-time. LeadHeed CRM enables you to see what tasks are completed, what work is in progress, and if any delays have occurred.
What is CRM Task Management?
CRM task management is a feature within CRM software that helps organizations manage and track tasks against their customers and projects. It can be utilized to create tasks, set deadlines, and assign them to team members so that important work is completed within time.
CRM task management allows you to quickly prioritize tasks, send reminders, and track the progress all at the same time. It keeps you organized, increases efficiency, and ensures that your team is always working on the right work.
Benefits of Task Management When Using a CRM
Task management in CRM can transform how your team works, making it all easier and more productive.
Improved Organization
CRM task management allows you to stay on top of all your tasks, organized by priority and deadline. This system prevents things from slipping through the cracks and gets everything done on schedule.
Enhanced Productivity
Due to automated reminders and task monitoring, team members can focus on the task at hand. No more worrying about missed deadlines, so time and energy can be utilized more effectively.
Streamlined Workflow
Task management within a CRM brings everything together in one place, making tracking tasks, setting reminders, and checking progress easy. This reduces chaos and helps tasks transition smoothly from start to finish.
Effective contact management is at the heart of any successful business strategy.
Improved Team Collaboration
By assigning tasks and recording them in the CRM, team members can coordinate with each other better. Everyone stays informed regarding who’s doing what, and there’s smooth coordination with less confusion.
Better Time Management
CRM task management helps you set deadlines and balance your workload, ensuring that your team is on schedule. It helps you prioritize tasks and manage time well, reducing the chances of delays.
Enhanced Accountability
By assigning tasks and tracking their progress, CRMs allow team members to be more accountable. It’s simple to check who is doing what, so follow-ups are easy and painless.
Comparison of Top CRM Task Management Software
Explore the best CRM Task Management tools to boost efficiency and streamline your workflow.
This quick comparison highlights top software based on features, ease of use, and
compatibility, helping you choose the right fit for your business.
Features  Companies  |  |  |  |  |
|---|---|---|---|---|
| Task Automation |  |  | | |
| Task Assignment | | | | |
| Task Tracking & Reporting | | | | |
| Time Tracking & Reporting | | | | |
| Mobile App Usability | | | | |
| Customization Options | | | | |
| Easy User Interface | | | | |
| Support & Training | | | | |
Best for
Who is LeadHeed’s CRM
Task Management Software Best For?
LeadHeed’s task management tool is designed to help businesses and teams enhance productivity and keep track of progress in an easy way.
Businesses of Different Sizes
LeadHeed’s task management tool is appropriate for businesses of different sizes, ranging from small-scale startups to large enterprises. It adapts to our business, keeping you organized and productive as you grow.
Different Types of Industries
No matter if you are working in the hotel, ecommerce, insurance, construction, or any other industries, LeadHeed’s task management feature is flexible enough to suit the needs of all sectors, making workflows better in each industry.
Different Teams of an Organization
From project teams to sales or customer service teams, LeadHeed gets all departments on the same page. It makes the task assignment easier and ensures everyone knows their tasks for smooth collaboration.
PRICING
Select a plan that suits you
Pay Monthly
$0
Per user, per month.
Billed Monthly.
Free trial
Get started with full access for a limited time, no credit card required.
Free 14-day trial. No card required
Our Free trial plan gives you:
- 5 users
- 10,000 contact management
- Limited contacts & companies
- Lead Source Tracking
$15
Per user, per month.
Billed Monthly.
Basic
Essential tools to help you grow, perfect for individuals and small teams.
Free 14-day trial. No card required
Everything in Free trial, plus:
- Bulk Contact Import/Export
- 2 Sales Pipeline Management
- Lead Scoring
- Sales Automation
- Workflow Tracking
- Task Reminders
Most Popular
$35
Per user, per month.
Billed Monthly.
Pro
Unlock advanced features and priority support, built for scaling businesses.
Free 14-day trial. No card required
Everything in Team, plus:
- Unlimited Sales Pipeline Management
- Email Automation
- Social Media Integration
- Form Builder
- Messaging and live chat
$0
Per user, per month.
Billed Annually.
Free trial
Get started with full access for a limited time, no credit card required.
Free 14-day trial. No card required
Our Free trial plan gives you:
- 5 users
- 10,000 contact management
- Limited contacts & companies
- Lead Source Tracking
$12
Per user, per month.
Billed Annually.
Basic
Essential tools to help you grow, perfect for individuals and small teams.
Free 14-day trial. No card required
Everything in Free trial, plus:
- Bulk Contact Import/Export
- 2 Sales Pipeline Management
- Lead Scoring
- Sales Automation
- Workflow Tracking
- Task Reminders
Most Popular
$28
Per user, per month.
Billed Annually.
Pro
Unlock advanced features and priority support, built for scaling businesses.
Free 14-day trial. No card required
Everything in Team, plus:
- Unlimited Sales Pipeline Management
- Email Automation
- Social Media Integration
- Form Builder
- Messaging and live chat
FAQ
Frequently Asked question
Everything you need to know about the product and billing.
What is CRM task management software?
CRM task management software helps businesses manage and track tasks so that teams know what has to be done and when. It keeps everyone on track and ensures nothing gets left behind.
How does task management software enhance team productivity?
It keeps things easy, assigns them to the right people, and reminds them. Everyone then knows what to do, and things are achieved easily and without hassle.
Can task management tools be integrated with other business software?
Yes, most task management tools can be connected to other software you might be using, e.g., email, calendars, or project management software, so that it all operates smoothly together.
What type of features is LeadHeed's CRM task management software providing?
LeadHeed helps you create tasks, set reminders, assign them to team members, prioritize them, send real-time notifications, track progress, and many more.
How does the task management system of LeadHeed facilitate team collaboration?
LeadHeed makes it possible for everyone to see what needs to be done and by whom. Team members can then help each other and stay informed.
Is LeadHeed accessible on mobile when using task management tools?
Yes, you can access LeadHeed’s task management tools on your phone to remain organized and monitor tasks in a simple, mobile way.
What kind of customer support does LeadHeed give to task management users?
LeadHeed offers 24/7 customer support by email, chat, and phone to help you with any question or problem related to the usage of the task management software.
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.
