Tasks & Activities

How Tasks & Activities in CRM can save time and increase productivity?


Like to make the most of your time?

Sadly, Excel spreadsheets and over bloated complex CRMs aren’t designed to help you achieve this goal.

Of course, Excel may have done the job for you and even help you save some cash. But you might have heard “what got you here, won’t get you there.”

Excel is perfect—until you want to:

  • Collaborate with others in real-time.
  • Eliminate the need to remember all the tasks.
  • Organize, assign and prioritize tasks from a central location.
  • Make yourself more productive by sending timely reminders.
  • See your sales team’s planned or overdue activities.
  • Add new tasks once those already assigned are completed.

And let’s not forget the sheer amount of manual work that goes into your day-to-day efforts.

The expensive and complicated CRMs, on the other hand, worsens the situation.

In addition to costing the time of the sales team to learn how to use the program, the intricate functionalities and complex workflows of juggernaut CRMs only leave users confused and overwhelmed with unnecessary information.

This can be crippling for your company because it will pull your sales team’s focus away from selling and make it less likely for them to adopt the new sales tool.

Suddenly you end up increasing the exact problems you were trying to solve in the first place.

So what exactly growing companies need from a sales CRM?

Growing businesses need two critical things from a CRM software:

  • Ease of use
  • Focus on things that matter

The intelligent software ensures everything is organized and accounted for, so you can take actions that matter the most.

And the new feature—Tasks & Activities—only reinforces this vision.

It’s one of the most anticipated CRM features and we hope you will love it.

What are Tasks & Activities?  

Tasks and activities in Funnel CRM represent any action that aids you to move your deal toward closing.

It could be:

  • An email
  • A phone call
  • A meeting
  • A 20-minute coffee to catch up or stay connected.

Whatever it is, you can schedule it in your Funnel CRM account with an individual, organization or a deal.

This gives you a clear view of all the activities in CRM and makes you feel in control every day.

How Tasks & Activities Feature Can Improve Sales and Productivity?

Never Miss an Opportunity (Unless You Want to)


Using the Tasks & Activities in CRM, you can actively follow-up with every prospective client.

Funnel CRM has introduced an “inactive” mini-feature that’ll bring any neglected or inactive deal to your attention after a specified period.

It will enable sales reps to focus on leads that require extensive follow-ups than just ardently following “good deals”.

This is something your Excel spreadsheet and complex CRMs are missing.

Set Up Reminders for Anything


Imagine coming to work on a typical Monday morning.

You check your to-do list and find it overwhelming with upcoming tasks.

You then check your calendar and see a week full of scheduled meetings lined up.

Immediately, you receive a couple of notifications on your smartphone about pending tasks from Friday.

Then there is a ping from your sales head asking the status of the promising prospects from last week!

With so many tasks at hand, you’ll probably scratch your head in puzzlement and wonder where to start your week.

Sounds familiar?

Well, lucky for you, Funnel CRM now has Tasks & Activities feature that ensures you’ll never miss a task.

Set up reminders to go off at a specific time and never miss an important meeting, lunch, coffee, or sending a quote to a prospect or customer.

Want to get reminders sent to your inbox?

We got you covered. Funnel CRM will directly send email reminders to you.

Now, you come to work and directly go to your tasks. One glance at the activities and you’ll know where to begin your day.

Prioritization simplified. Thanks to Funnel CRM.

Keep Track of All the Activities


With a centralized location, you can immediately see which deals or leads have activities due, overdue or haven’t been assigned.

As a manager, you can see your sales team’s planned or overdue activities and instantly discern whether it’s time for the carrot or whip.

Moreover, you will be prompted to add the next task as soon as your team complete those already scheduled.

Create Fully Customized Tasks


Funnel CRM will suggest you a pre-set list of tasks, but we understand that every business works differently.

That’s why we allow you to create as many tasks as you need and customize them to best fit your sales needs.

Advanced Filters for Quick Search

Tasks Filters

Filters let you find the exact tasks or activities you need in seconds.

When used right, it will empower you to focus on the right thing at the right time. For instance, you can pull up all the tasks under Phone’ that are also due today by using the smart filters.

This will help you find the work-related tasks that are number one priority.

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