Built-in tasks for employees

Built-in tasks for employees in Confidence CRM allow you to clearly organize workflows and coordinate teamwork. You can create tasks, assign them to specific employees, set deadlines, and track progress. This helps to ensure work efficiency and increase team productivity.

Establish an application


Ease of use

Designed for simplicity, CRM makes it easy to manage contacts, tasks and projects with minimal effort. A solution that everyone can master

Speed of work

Get the data you need instantly. The speed of CRM allows you to receive customer information, reports, and analytics without delay

Des analyses puissantes

Get powerful analytical insights that help you track customer behavior, performance metrics, and trends to make smart business decisions

Trusted by professionals

Our CRM system is chosen by businesses around the world. High user ratings are a tool you can rely on to succeed

Kanban

A visual task management tool where each proposal or task is displayed as a card. Tasks can be easily moved between statuses: “Scheduled”, '“In progress”, “Awaiting approval”, “Completed”. Kanban allows you to monitor the progress of work and respond quickly to changes.

Overview of tasks

A dashboard with general information about all active, completed, and overdue tasks. Allows you to quickly access the details of each task, track responsible employees, and deadlines. The overview helps you focus on priority tasks.

View in the table

A convenient tabular interface for managing tasks. The table displays key parameters: task name, responsible, status, deadline, and priority. The tool supports sorting, filtering, and searching for quick access to the information you need.

Create a task for employees

Functionality for creating tasks with clear instructions, deadlines, and responsible parties. Attachments, comments, and prioritization can be added to the task, providing transparency and clarity for the executors.

Task overview

A detailed page of each task with all the key data: description, status, comments, attachments, and progress. Allows you to update information, add new details, or change the status of a task.

Time tracking

A tool for tracking the time spent on each task. It allows you to record the start and end of work, analyze employee efficiency, and optimize processes. Time tracking helps to identify tasks that require additional resources.

Personal tasks

An individual section for employees where they can view tasks assigned to them. The personal list helps you plan your workday, track progress, and add your own notes to organize your work.

Corporate versions of Confidence CRM+ERP

For successful running of modern business it is very important to have a tool for maximum automation of all processes, it will always “keep a hand on the pulse of the company”, raise the quality of the service provided and free up additional time.


Start

$ 19 / Month
Features :
  • One-Click Invoice Creation
  • Lead management
  • Payment records
  • Register of expenses
  • Create estimates and proposals
  • Knowledge base for customers and employees
  • Simple calendar of events
Learn more Try it for free!

Professional

$ 49 / Month
Features :
  • Everything from the Start package
  • Built-in tasks for employees
  • Sending surveys to leads and customers
  • Tracking goals
  • Company news
  • Excellent support system
  • Simple reports for quick analysis
Learn more Try it for free!
TOP🔥

Enterprise

$ 99 / Month
Features :
  • Everything in the Professional package
  • Create additional custom fields
  • Automation of business processes
  • Advanced lead management
  • Integration with popular services
  • Detailed survey and financial reports
  • 24/7 support
Learn more Try it for free!

Premium

$ 199 / Month
Features :
  • All the features of Enterprise
  • Full customization of CRM for your business
  • API for integration with corporate systems
  • Additional modules (HR, warehouse, finance)
  • Dedicated account manager
  • Advanced analytics and reporting
  • Separate server and increased security
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Feedback from our customers

Find out how our system has helped other companies improve their business performance. Real success stories and experiences of our users.

  • NexusVibe

    "This CRM has truly transformed our workflow. We now manage leads and customer relationships much more effectively!"

  • Novobudova

    "We've seen a major improvement in our customer engagement since using this CRM. It’s simple, yet powerful!"

70/30, 60/40, 50/50 per stage.

Business in One Click!

To run a successful modern business, it is very important to have a tool to automate all processes as much as possible, which will allow you to always “keep your finger on the pulse of the company,” improve the quality of the service provided, and free up additional time.

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24/7 Support

We are constantly improving the system

Regular updates

Content and functionality creation

The test period

Try all the features for free