Tasks & Agenda
Consulting CRM moduleLink tasks to customers and deals, set priority and assignee; track appointments and events in the agenda view. Overdue work stands out.
Product preview
Tasks
Today
Prepare proposal — Company AHigh
Call — Company BMedium
Send docs — Company CDone
Today
7
Overdue
2
This week
19
Example scenario
Example scenario
No more overdue work
With tasks linked to customers, no follow-up was forgotten; overdue items appeared at the top every morning.
- 0
- forgotten follow-ups
- 30%
- fewer overdue
- 1
- shared agenda
FAQ
Questions about this feature
Tasks & Agenda
Who can I assign a task to?
Any user in the organization; the assignee sees it in their own list.
How are overdue tasks flagged?
Past-due tasks stand out in red and move up in the ordering.
Are agenda and tasks separate?
The agenda is appointment/event-focused; tasks are to-do-focused, but both link to the customer.
Other features
Pipeline
Drag-and-drop stage management: first touch → outcome.
Customers
Company card, sector, consultant assignment, estimated grant/fee.
Activity & Notes
Visit, call, meeting logs; structured notes.
Reports
Conversion, pipeline distribution, consultant performance.
Cost quotes
Consulting fee proposal documents.
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