Task Management
Organize Work Without the Chaos
WHSuites is a powerful task management CRM which is built specifically for businesses of all sizes and industries. It helps your teams stay focused, your leads stay warm and your sales pipeline stays full, from assigning tasks to tracking deadlines in real time — all at a single platform.
- Assign Tasks Instantly
- Smart Deadlines
- Real-Time Progress
Teams Using WHSuites
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K+
Task Completion Rate
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Average Rating
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From Idea to Done — In 5 Steps
The process for managing tasks through WHSuites' CRM has an ordered workflow that allows every individual on the team to perform their work in an organized manner that will help meet deadlines without friction.
Create Task
This enables the creation of a task definition in an immediate manner. Within seconds of setting up your task, you will have defined the task scope, task type, description of the task, attachments, category, and create a direct relationship with the lead/deal in the CRM pipeline.
Assign to Team Member
Utilizing the WHSuites task tracking CRM will enable you to assign the task based on team member roles, workload, or skillset. One click will allow you to assign the task with no back and forth e-mails required. This helps you automatically assign task to the team menbers
Set Priority & Deadline
WHSuites allow you to designate the priority of the task using a 4-level priority system that consists of Critical, High, Medium, or Low, along with a due date for each task. There will also be automatic reminder scheduling through the system so that nothing gets missed.
Track Progress in Real Time
WHSuites provides the ability to view task status as Pending, In Progress, On Hold, or Completed. All team members will have the ability to visually see their tasks and their team members tasks through the WHSuites task management dashboard.
Close & Analyse
When tasks have been completed, WHSuites provides the ability to close tasks, log notes and evaluate performance analytics. This will assist in determining where time is spent, and to continue improving the productivity of your team and individual team members.
Ready to Streamline Your Workflow?
Join 12,000+ teams already using WHSuites CRM.
Everything You Need to Manage Tasks Like a Pro
WHSuites is more than a to-do list, it’s a full-featured CRM system for managing all of your tasks and linking them to your leads, contacts, and deals.
Create an unlimited number of tasks linked to a specific lead, contact or pipeline stage. Organize your tasks by project, department, or client. WHSuites’ task management tool enables you to set up your work to match the way you really run your business — not the other way around! To ensure complete context around each task, you can also add notes, attach files and establish a task type.
Assign tasks directly to individuals or to an entire department. You can add collaborators to any task, leave comments and receive instant notifications whenever there is an update on a task you’ve assigned. WHSuites’ collaborative task management tool helps keep your sales representatives, managers and support staff in sync with one another — even while working from different locations!
Gain deeper insight into the performance of your team with the use of WHSuites’ built-in reporting capabilities related to tasks. WHSuites lets you track completion rates, overdue tasks, the workload of individual employees, and the existence of bottlenecks in workflow. WHSuites gives you the data you need to make better, more proactive management decisions — not just status reports.
Smart Task Assignment — Get the Right Work to the Right Person, Instantly
Get the right work to the right person instantly
In most instances of unsuccessful businesses, this issue can be traced back to one very simplistic problem - someone was assigned to do a task that shouldn't have been. WHSuites' Task Management CRM includes an intelligent task assignment logic that considers multiple variables, including the role of the person assigned, their availability and their skill set.
- Auto suggestion of team members based on task history and skills
- Assign from any device — desktop, tablet or mobile
- Assign multiple tasks across different leads/deals at one time
- Instantly reassign tasks with full audit trail
- Automatically send task notification to the assigned team member
Priority & Deadline Management — Never Miss a Deadline Again
Never miss a deadline again
Not meeting deadlines has direct implications on meeting a customer's expectations. WHSuites' Task Management CRM Software provides the capabilities your team will require to maintain their commitments on time with the use of automated reminders and task visibility.
- 4-level priority rating system: critical, high, medium & low
- Due date options, including one-time and recurring
- Automated reminder escalations for daily, hourly or custom period
- Colour-coded task cards indicating the level of urgency
- Calendar syncing with either Google Calendar or Microsoft Outlook
Data That Proves the Difference
Real Results From Real Teams Using WHSuites Every Day
40%
Faster Task Completion
Teams using WHSuites' task management CRM report completing tasks 40% faster than with manual methods or disconnected tools.
3x
Better Team Accountability
Every task has an owner, a deadline, and a status. No more guessing who is doing what. Full visibility for managers, complete clarity for teams.
60%
Reduction in Missed Follow-Ups
Automated reminders in task tracking system have helped businesses cut missed customer follow-ups by up to 60%, improving conversion rates.
12,000+
Teams Trust WHSuites
From small businesses to mid-size enterprises, WHSuites is the preferred task management CRM software across pharma, real estate & more.
Manage Tasks Anywhere, On Any Device
Your team doesn't sit at a desk and neither does ours. WHSuites' task management CRM is mobile-friendly, allowing your team to access the same functionality regardless of whether you are working from your office on a desktop, attending a client meeting on a tablet, or working in the field with a smartphone.
Desktop
Enjoy the whole Kanban board view, including detailed analytics dashboards; project management for up to 5 projects at once & more.
Tablet
View your tasks with a simple drag-and-drop function for rescheduling. Ideal for managers reviewing employee workload at meetings or job site visits.
Mobile
Quickly create new tasks on a mobile device; instantly update your task's status with a single tap and receive instant push notifications when certain conditions are met.
- iOS
- Android
- Web App
- Chrome Extension
FAQs About WHSuites Task Management
Everything you need to know about WHSuites Task Management.
Task management CRM is a customer relationship management system that combines customer relationship management functions with built-in task tracking and work functions. WHSuites provides connectivity between all tasks and the appropriate leads, deals, and contacts associated with each task. This means your company will always know what activity has occurred with respect to each customer relationship and thus have a more comprehensive view of each customer relationship. By combining these two technologies into one application, WHSuites eliminates the need for a company to maintain another task management application that is not integrated with their CRM.
Many software applications require users to choose between using a CRM system or using a task management system. WHSuites is a true task management CRM software application, meaning the ability to create a task, assign a task, set a deadline for a task, or report on completed tasks are done in the same way for both assigned tasks and leads within the sales pipeline. Third-party software applications are not required to complete the task creation, assignment, deadline, and reporting functions.
Absolutely! WHSuites allows multiple tasks to be assigned to multiple users using bulk task assignment as well as allows multiple assignees to be assigned to a single task and that task can have multiple assignees. Each assignee is notified immediately about their task assignment and may update their progress independently from any other assignee.
Of course! WHSuites includes automated reminder escalation for overdue tasks located in the CRM for task management. Users may configure reminder escalations to occur at the custom defined intervals chosen by them (i.e., 24 hours prior, 1 hour prior, at due date), and escalation rules configured so that task managers are notified if any particular task is still overdue.
Yes! WHSuites is available as a mobile app, so you can work from anywhere and access your WHSuites task management system at any time and from all iOS and Android devices. The WHSuites app was created specifically for field teams and sales representatives to quickly and easily access their task tracking within their CRM without having to open up a laptop.
Yes! WHSuites has a number of CRM project task management capabilities, which include the ability to group your tasks into projects, divide your company into departments with assigned tasks, set project-specific milestones, and view the progress of your entire company from one dashboard within WHSuites. It is an excellent tool for businesses that have multiple clients or multiple sales campaigns in progress concurrently.
