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.
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Designed for simplicity, CRM makes it easy to manage contacts, tasks and projects with minimal effort. A solution that everyone can master
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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.
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.
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.
Get full control over the system on your own server. This is a solution for companies that want to have the program on their own, without depending on cloud services.
Confidence CRM+ERP with AI Lead Finder module is the only system that combines business management and intelligent customer prospecting
Find out how our system has helped other companies improve their business performance. Real success stories and experiences of our users.
"This CRM has truly transformed our workflow. We now manage leads and customer relationships much more effectively!"
"We've seen a major improvement in our customer engagement since using this CRM. It’s simple, yet powerful!"
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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