CRM.meSell Everyone.
Projects · Task management

Plan, assign, and complete tasks with confidence

CRM.me project tasks give every team a glassmorphism workspace that keeps work organized, visible, and actionable.

Tasks built for scale

Interactive Preview: Tasks built for scale

Subtasks, dependencies, checklists, and effort estimates give teams clarity on what needs to happen next.

Context-rich views

Interactive Preview: Context-rich views

Link tasks to deals, accounts, docs, and conversations so every contributor has the information they need.

Time tracking & logs

Interactive Preview: Time tracking & logs

Track time directly on tasks, compare estimates vs. actuals, and roll up to project burndown reports.

Templates & automation

Interactive Preview: Templates & automation

Save task templates, auto-create tasks from workflows, and enforce SLAs with reminders and escalations.

Collaboration first

Interactive Preview: Collaboration first

Comment threads, @mentions, and file attachments keep everyone aligned without leaving the workspace.

My day dashboard

Interactive Preview: My day dashboard

Personal views summarize priorities, due dates, and blockers so every teammate knows where to focus.

Launch a projects pilot

We will help you import tasks, configure templates, and connect automation so your projects stay on track from day one.

Guided onboarding • No credit card • Cancel anytime