Plan, assign, and complete tasks with confidence
CRM.me project tasks give every team a glassmorphism workspace that keeps work organized, visible, and actionable.
Tasks built for scale
Interactive Preview: Tasks built for scale
Subtasks, dependencies, checklists, and effort estimates give teams clarity on what needs to happen next.
Context-rich views
Interactive Preview: Context-rich views
Link tasks to deals, accounts, docs, and conversations so every contributor has the information they need.
Time tracking & logs
Interactive Preview: Time tracking & logs
Track time directly on tasks, compare estimates vs. actuals, and roll up to project burndown reports.
Templates & automation
Interactive Preview: Templates & automation
Save task templates, auto-create tasks from workflows, and enforce SLAs with reminders and escalations.
Collaboration first
Interactive Preview: Collaboration first
Comment threads, @mentions, and file attachments keep everyone aligned without leaving the workspace.
My day dashboard
Interactive Preview: My day dashboard
Personal views summarize priorities, due dates, and blockers so every teammate knows where to focus.
Launch a projects pilot
We will help you import tasks, configure templates, and connect automation so your projects stay on track from day one.
Guided onboarding • No credit card • Cancel anytime