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Task Management Software

Store, track, manage, and report on the tasks and activities that make up your relationships with customers and streamline your sales process.

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Get started with HubSpot's task management software.

  • This feature is available for free, with additional functionality in premium editions of HubSpot. See the pricing page for more information. 

    • Stay inside your CRM instead of switching tools.
    • Prioritize your to-do list and take action directly within HubSpot.
    • Review upcoming meetings and build customer relationships with ease.
    • Connect seamlessly with marketing and sales automation workflows. 

     

  1. Streamline your tasks.

    How much time do you spend moving between inboxes, calendars, spreadsheets, and CRM when talking to prospects?

    Rather than juggling tabs, keep track of all your to-dos in one place. HubSpot’s tasks dashboard gives you a personalized command center with all your tasks, meetings, and contact details in one place. No more scrambling between different tools. Track your prospects, scale your outreach, and build relationships with ease.

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  1. Stay in sync without slowing down.

    Don’t sacrifice being helpful for being efficient. HubSpot’s task management software displays all prospect details in the same place, so you can easily review them.

    Sync your calendar and quickly connect to your meetings straight from HubSpot. See a live feed of when your prospects are opening up emails, viewing web pages, or viewing sales collateral.

  2. Optimize your process for faster selling.

    Flow from one task to the next with all the information you need right in your task queue. Add new tasks from HubSpot workflows, your email inbox, or your to-do list. Call and email prospects, or connect over social, all without leaving HubSpot.

  3. Focus on tasks that matter.

    Embedded reporting allows reps to easily track their activity and pipeline progress to stay focused throughout the day. View insights on past task performance such as deals created, calls made, and activities completed.

Have questions? Give us a call and we'll walk you through it.

+1 857-829-5060

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Frequently Asked Questions

  • Task management software allows for you to create an effective system for managing recurring and one-off actions at scale without having to keep track manually. You can create a task queue to set up reminders for due dates and action items that will email you to help keep track of your tasks.

  • Popular task management software features:

    • Task progress tracking
    • Deadline management
    • Task queues
    • Automated task creation

  • You can get started with HubSpot’s task management software for free. If you are looking for more advanced features to help automate and scale your support operations, HubSpot offers premium features with its Starter, Professional, and Enterprise options.

  • Yes. Tasks are available in HubSpot’s free mobile app so you can work through tasks on the go. Update deals, assign tasks to colleagues, and connect with customers all from within the HubSpot app.

  • Yes. HubSpot’s integration with Gmail and Outlook allows you to create tasks directly from your inbox. Get to inbox zero and prioritize tasks within HubSpot so that you can follow up later.

  • Yes, tasks are designed for collaboration. You can assign or reassign tasks to your teammates for collaboration. Instead of everyone working off of their own to-do lists, teams can work together, with everyone’s tasks stored within the CRM.