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

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!

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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