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CRMONA

Tasks

Work beside the deals — not mixed into them.

Tasks are the daily execution board: call, email, visit, or todo. Assign several people, set priority and due date, switch board or list, and archive when done.

What your team can do

  • 01 Board and paginated list views
  • 02 Types: call, email, visit, todo
  • 03 Multi-assignee and priority
  • 04 Filters by person, type, and date range

One connected workflow

Built to support the next action

CRMONA keeps this part of the workflow close to the records around it. Your team spends less time rebuilding context and more time moving work forward.