Tasks

Your tasks are completed in the twinkling of an eye.

Todays Tasks KundenMeister CRM

At KundenMeister tasks are not just tasks. For us, tasks mean an end to notes and unmanageable to-do lists. Because: we keep your head clear so that you can do everything you set out to do. KundenMeister is therefore not just a simple software for task management, it is a supporter, deadline keeper and above all a progress maker.

Create tasks

Make it your business. Or his, or hers.

Our task management is intended for everyone, so every department, team and individual can work with KundenMeister in their own unique way. But one thing is the same for everyone: With KundenMeister you can track tasks from start to finish, delegate subtasks to team colleagues, prioritize by importance and plan deadlines with just one click. It’s that easy to be productive and efficient.

Task Overview KundenMeister CRM
Plan & prioritize tasks

From the big picture, down to the smallest detail

No matter from which angle you look at it, with us you have everything in view. At the dashboard for a fresh start to the day, with the card overview of our boards or the classic list view. On top of that, there are customizable fields that can be moved to exactly where you need the information via drag & drop. Well, if that isn’t a smart tool!

Task Dashboard KundenMeister CRM

There’s no such thing as the perfect time. True – but with our task management tool you will at least be able to easily meet any deadline, no matter how tight. Why are we so sure about that? Because KundenMeister is the central place where all information, communication and files you need to complete your tasks are stored.

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Feedback & collaboration

A masterful team that can do more

Give feedback, inform your colleagues about new developments and share important documents at the touch of a button. From anywhere, from any device. And if it’s only by email, send your answers from the system with just one click. And because it’s twice as much fun: we automate repetitive tasks for you, so you don’t waste time creating them multiple times.

Task Comments KundenMeister Project Management
Managing task types

Because you can never have enough smart tools

There are many types of tasks – with our modules, you can do all of them. Our smart tools are all interlinked, so you can create tasks for contacts, projects, opportunities or orders, and easily track your work hours and progress with our time tracking. All done? Then forward everything to billing at the touch of a button.

Contact Tasks KundenMeister Project Management

Benefits

With KundenMeister a successful task planning and management is achieved. Discover all key features and advantages.
Structured processing of all tasks
Progress and deadlines always in view
Improved teamwork and communication
Holistic workflow
80%
increase of your productivity compared to traditional to-do lists
Benefits