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CRM Software with Task Management

Last updated: February 2025

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Why is task management important for CRM software users?

Based on GetApp's analysis of 1195 verified reviews collected between July, 2021 and August, 2024

Task management in CRM software organizes and tracks tasks, facilitates reminders, and assigns responsibilities. It enhances productivity, ensures timely follow-ups, and supports collaboration across teams by centralizing task-related activities. Of the 1195 reviewers who rated task management, 85% rated this feature as important or highly important.

Key features of CRM software based on insights from 10831 verified reviews

  • Contact Management: Reviewers appreciate gathering all contact information in one place, enabling detailed reporting, analysis, and easy customization for strategic planning and follow-ups. 93% of reviewers rated this feature as important or highly important.
  • Sales Pipeline Management: Users highlight the visual representation, customizable stages, and detailed tracking of deals, which aid in forecasting, prioritizing efforts, and improving sales efficiency. 89% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers value the ability to prioritize, score, and track leads, enhancing personalized communication and improving conversion rates through automated follow-ups and comprehensive interaction tracking. 89% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users find the customizable reports and dashboards essential for tracking KPIs, analyzing trends, and making data-driven decisions to optimize sales and marketing strategies. 86% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers note the importance of capturing leads from various sources, ensuring no opportunities are missed, and automating follow-up activities to streamline the sales process. 85% of reviewers rated this feature as important or highly important.
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733 software options

Pipedrive logo

CRM built by salespeople, for salespeople

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Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

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Bitrix24 logo

100% free CRM, collaboration, and communication tool suite

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Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

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NetSuite logo

Cloud-based business management suite

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NetSuite is a cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

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Zoho CRM logo

Customer relationship management solution

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Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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Bigin by Zoho CRM logo
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Pipeline-centric CRM system for small businesses

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Bigin is a pipeline-centric customer relationship management solution designed to help small businesses manage sales pipelines, schedule follow-ups, and update customer records. It enables employees to capture and store prospect and customer details including deals, emails, activities, tweets, and more in a centralized repository.

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monday CRM logo

Customer relationship management solution

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Built on top of monday.com Work OS, monday CRM is a no-code, customizable solution that empowers managers and sales teams to take control of the entire sales cycle, from lead capturing and sales pipeline management to post-sales management such as client projects and client onboarding, all on one centralized platform. monday CRM is an ideal solution for small to medium-sized businesses, it is also a perfect match for small business owners, sales managers and teams.

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Less Annoying CRM logo
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A simple CRM built just for small businesses

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The #1 easiest-to-use CRM for small businesses — expert support, fair pricing, and all the features you need in one place. $15/user/month, for everyone.

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kintone logo

Agile, No-code Business Application Platform

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Build business applications and database apps quickly and easily. No-coding required.

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Barawave logo
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Cloud-based solution for enterprise resource planning.

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Barawave is a cloud-based enterprise resource planning system that helps businesses streamline daily operations via artificial intelligence (AI) technology. Through the integration of advanced artificial intelligence, Barawave provides businesses with a robust suite of tools that automate workflows, optimize resource management, and offer real-time analytics for better decision-making.

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Apptivo logo

CRM for managing customer accounts

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Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities.

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TaskSuite logo

Lending Simplified, Success Amplified.

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TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.

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Copper logo

The CRM designed for Google Workspace

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Copper is the easy-to-use CRM that’s designed for and recommended by Google. Get started in minutes.

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VipeCloud logo
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Sales CRM With Marketing Suite That Builds Rapport With You

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98% of customers rate VipeCloud's Value For Money at 4 stars and above!

VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. CRM, Email Marketing, Social, Texting, Video Email, and More.

VipeCloud is your all-in-one, easy to use, and powerful growth solution.

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Capsule logo

Take care of your customers and sales opportunities

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Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be more organized and collaborate.

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Rolldog logo

Rolldog CRM - manage your business AND increase revenue.

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Rolldog is a CRM and Opportunity Management software—all rolled into one. Rolldog helps businesses better manage their customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.

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The Magazine Manager logo

Magazine management solution for digital & print publishers

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The Magazine Manager is a digital magazine software. This web-based CRM is designed to manage sales, production, and marketing in a centralized platform that includes email marketing, customer relationship management, invoice processing, live notifications, and custom statements and proposals.

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InfoFlo logo

All-in-One CRM Software Solution

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InfoFlo software is the most intuitive CRM software on the market. It's perfect for managing customer relationships. With InfoFlo you can now manage all emails, documents, tasks, invoices, sales/opportunities, tasks, calendar events in one simple to use interface

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HoneyBook logo

Client management for freelancers & SMBs

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HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication. Start a 7 day free trial today.

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Claritysoft CRM logo

User-friendly customer relationship management software

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Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

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HubSpot CRM logo

Everything you need to sell in one integrated suite

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Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data

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Clio logo

Cloud-based legal practice management software

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Ranked #1, Clio is the leading law practice management software used by over 150,000 lawyers and with the most 5-star reviews. The only legal software with 1,500+ reviews on Capterra.

Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere

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LiveAgent logo

Web-based help desk so customer service agents

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LiveAgent is a web-based help desk solution with AI features, managing support tickets from channels like email, VoIP, live chat, and social media.

Start with a 30-day free trial, no credit card or contracts needed.

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AccelGrid logo
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Business management suite with POS, CRM, and accounting

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AccelGrid is a cloud-based solution that helps manufacturing, retail, and distribution businesses automate processes for customer relationship management, procurement, inventory management, point of sale, accounting, process automation, and more.

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GreenRope logo

Complete CRM for sales, marketing, and operations

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GreenRope is a scalable CRM & marketing automation tool, enabling businesses to consolidate sales, marketing and operations data, in order to streamline & grow their business. The cloud-based platform contains modules for sales, marketing, and operations to close deals, gain leads, and collaborate.

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SutiCRM logo

CRM for sales, marketing & support teams

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SutiCRM is a SaaS CRM for businesses of all sizes, designed to automate sales, marketing & support processes, with a 360 degree view of customer data

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