Task management software

Managing your to-do list with Copper CRM software is simple: leave your task management and busy work to us and focus on your relationships, team collaboration, and project management instead.

Prioritize, manage, and assign tasks with ease
Create and assign time-based tasks without lifting a finger
Improve team collaboration when working deals
Remove manual data entry from task management

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Task management has never been simpler with team task management tools.

Copper makes it easy to log completed tasks and assign next steps to your team to keep relationships moving forward. Set one-off reminders to follow up after an initial meeting or recurring reminders to pull a report. The best part? Our seamless integration with Google Calendar syncs all your tasks, such as recurring tasks, to your calendar so nothing slips through the cracks.

Your to-do list, simplified—automatically.

Copper automatically creates and assigns time-based tasks when changes are made to a record or if too much time has gone by without activity. It's like having your own personal assistant for you and for team management: Copper reminds you to send a welcome email when a person is converted to a current customer, make a phone call each time an opportunity moves stages, or create an RFP each time a new lead is created. Whatever the critical next steps in your workflow may be, whether it’s to assign tasks or work on recurring tasks, Copper sets the tasks that need to happen.

Let's streamline the way you log tasks.

When you mark a task complete, you have the option to immediately log the activity with one click in Copper. All tasks, and every team task, that you complete and log as activities will show up in the activity log for the task-related record and on the "activity by user" report. It's so easy to make sure your activities are being recorded, you'll look like a super-productive machine with a strong handling of team management.

Set yourself, and your big and small team, up for task success with relative reminders.

Relative reminders for the task manager allow you to set alerts about tasks that are coming up so you're prompted to take action when you need to. Set a notification 30 minutes, 1 hour, 1 day, 1 week, or any amount of time before the task, which may include a team task, is due to be reminded of it. With automated reminders like these, you can easily stay on top of your to-do list and never miss a follow-up or action item. After all, consistency is the key to establishing trust and credibility with your customers.

Managing sales tasks has never been easier.

Test-drive our task management tools for free!

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Success story

Account owners are reminded to complete a specific set of tasks for each stage of the opportunity as soon as they advance a deal. Before, as a task manager, it was just too chaotic and easy to forget about things and multiple projects, including team task management tools and software, because we weren't consistently tracking each stage of the process.

Sales Coordinator, Jeni’s Ice Cream

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The task management crm that every relationship team needs.

Task notifications

Get actionable reminders delivered right to your inbox when tasks are upcoming or due with this tool courtesy of the task management software.

Mobile apps

With all your tasks front and center on your phone, you can complete your to-do list, and task list, even while you're away from your desk, thanks to the task management tool.

Projects

Track project tasks and details from end to end to collaborate seamlessly and deliver work on time. The task management tool can be applicable to project management.

Gmail Chrome extension

Track and manage calls, emails, meetings, and follow-up tasks for a project from a panel right in Gmail or your inbox, with the tool.

Google Calendar integration

Connect your Google Calendar with Copper and sync all your tasks to your calendar. When they're front and center, nothing slips through the cracks, even multiple projects.

Task reporting

Quickly filter through tasks on a task list by owner, due date, opportunity, status, and more for a consolidated view of your team's tasks, regardless if you have a big team or small team.

Stay on top of your tasks

Task management minus the manual work.

Try Copper's task management CRM with a 14-day free trial today.

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