CRM App That Works The Way You Do
Taskeo’s CRM app allows you to build customized funnels and customer life cycles to increase your sales. It’s a fully flexible, well-equipped solution that you can use separately or together with the rest of Taskeo’s cloud business management suite.
In the encrypted cloud, your customer data is safe and secure. Use it to prioritize the best deals, take better care of your customers and understand where your revenue comes from. Never miss a game-changing opportunity again!
What Customers Are Saying About Us
Taskeo has really improved my life! It was definitely worth upgrading to PRO. Features such as recurring tasks, reminders and workload view helped me improve my project management skills and overall productivity.
Co-Founder & CEO, Mugma
Running a marketing agency is like juggling. You can't drop any of the balls. Taskeo helped us to make sure we aren't dropping any balls. Tagging and recurring tasks are lifesavers for us and time tracking is a great way to make sure things don't eat up more time than planned.
Kamil Kluziak, Google Ads Strategists, Texonica OU, texonica.com
Features to Improve The Way You Manage Your Clients
Company & Contact DatabaseStore your individual contacts and company info safely in the encrypted cloud
PipelinesCreate a customized pipelines for your deals and processes
DealsCreate separate deals within your pipelines for companies and contacts
TimelinePreview activity log for you companies, contacts and deals
Custom FieldsCreate custom information fields including dates, monetary entries and dates
Appointment Scheduling IntegrationConnect your appointments with Taskeo CRM module
Data ImportImport all your CSV data sheets into Taskeo CRM
Data ExportExport your contacts into a CSV file directly from Taskeo
Frequently Asked Questions
How to manage customers?
Use technology such as Taskeo’s smart CRM to manage your customer relationships and expectations. Learn how to make them happier and ready to buy from you again.
How to maintain loyal customers?
Taskeo’s CRM app helps you pay better attention to your customer base. Understand who they are and what they want so you can deliver the right thing at the right time and keep them coming for more.
How to close more deals?
Close more deals by lowering the risk you’ll miss out on an opportunity to sell. With Taskeo CRM app it’s easy to keep track of follow-ups and quickly get back to people who are likely to buy from you.