A powerful Task Management CRM designed for outbound calling teams to manage follow-ups, automate sales tasks, improve agent productivity and increase conversions.
Streamline workflows & boost team productivity with LinkArise Task Management CRM Software. Perfect for businesses of all sizes.
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A Task Management CRM is an intelligent software solution that combines customer relationship management with powerful task and project management capabilities. It's specifically designed to streamline sales processes, automate follow-ups, track team activities, and improve overall productivity for outbound-focused businesses.
Unlike traditional CRMs that focus only on contact management, a Task Management CRM integrates:
Our Task Management CRM is designed for outbound-focused businesses that need structured workflows, follow-up automation, and team productivity tracking.
Automate agent task assignment, track callbacks, monitor productivity, and manage high-volume outbound campaigns with real-time dashboards.
Learn MoreManage lead follow-ups, track sales activities, automate task reminders, and ensure no opportunity falls through the cracks in your sales pipeline.
Learn MoreTrack property follow-ups, manage agent tasks, schedule site visits, and automate client communication for brokers and real estate agencies.
Learn MoreManage policy renewals, track agent productivity, automate customer follow-ups, and handle claim processing tasks efficiently.
Learn MoreTrack student inquiry follow-ups, manage counselor tasks, automate admission process reminders, and monitor enrollment activities systematically.
Used by educational institutions nationwide. Learn MoreManage appointment follow-ups, track medical representative visits, handle patient prescription reminders, and coordinate care team activities.
Supports healthcare providers across India. Learn MoreTrack loan processing tasks, manage customer onboarding workflows, automate payment reminder sequences, and monitor relationship manager activities.
Trusted by financial institutions. Learn MoreManage order follow-up tasks, track customer service activities, automate cart abandonment recovery workflows, and monitor sales team productivity.
Supports growing e-commerce businesses. Learn MoreOutbound teams struggle with manual processes that lead to inefficiency and missed revenue. LinkArise Task Management CRM addresses these challenges with targeted solutions designed for high-volume environments.
Agents work from scattered notes, Excel sheets, or memory with no clear daily priorities or structured task management.
Centralized dashboard shows each agent's prioritized task list with due dates, status, and clear ownership assignments.
Manual reminder systems fail, causing critical callbacks and follow-ups to be missed regularly, leading to lost opportunities.
System automatically creates follow-up tasks after calls or lead updates with built-in reminders and escalation paths.
Managers cannot see task completion status or team workload distribution, leading to bottlenecks and unbalanced workloads.
Interactive dashboard shows pending, completed, and overdue tasks across the team with productivity metrics and insights.
Tasks exist separately from lead profiles and contact history, requiring constant context switching and reducing efficiency.
Tasks are directly linked to lead profiles, contact history, and previous interactions for complete context within each activity.
Our Task Management CRM operates on a simple yet powerful workflow that transforms how teams handle tasks and customer interactions:
Automatically create tasks from leads, calls, or manually assign them to team members with priorities and deadlines.
System generates follow-up tasks based on call outcomes and lead status changes.
Managers monitor task progress, agent productivity, and completion rates through live dashboards.
Generate reports on team performance, conversion rates, and identify bottlenecks for optimization.
LinkArise Task Management CRM combines essential task organization tools with specialized features for outbound sales environments. These capabilities work together to create a complete system for managing daily sales activities and follow-ups.
Assign tasks to agents with clear priority levels, due dates, and ownership. Drag-and-drop interface for easy task management.
System automatically generates follow-up tasks after calls, emails, or lead status changes based on predefined rules.
Tasks are directly connected to lead profiles, providing full context including contact history and previous interactions.
Monitor pending, completed, and overdue tasks across the team with instant status updates and visual indicators.
Measure individual and team performance with detailed metrics on tasks completed, time spent, and follow-up success rates.
Access and update tasks from anywhere with native iOS and Android applications designed for field sales teams.
Sync tasks with Google Calendar, Outlook, and other calendar applications for integrated schedule management.
Organize tasks into sales campaigns with milestones, targets, and progress tracking for coordinated team efforts.
Comment on tasks, share files, and collaborate within the platform to reduce email clutter and improve communication.
Teams complete tasks 40% faster with clear assignments and automated reminders.
Reduce email clutter by 60% with centralized communication and file sharing.
Managers get instant visibility into team workload and project progress.
Empower team members with clear responsibilities and automated progress tracking.
Clear task ownership and deadline tracking ensure nothing falls through the cracks.
Grow from 5 to 500 team members without changing your Task Management CRM system.
Lead received → Auto-task creation → Agent assignment → Call attempt → Status update → Follow-up task → Conversion tracking → Performance reporting
Daily task allocation → Priority setting → Progress monitoring → Bottleneck identification → Performance review → Optimization implementation
Lead scoring → Task prioritization → Multi-touch follow-up → Conversion tracking → Analytics review → Process refinement
Project creation → Task breakdown → Team assignment → Milestone tracking → Collaboration → Completion reporting
| Generic CRMs | Our Task Management CRM |
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Basic contact management only
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Advanced task automation
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Manual task tracking
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Built for outbound sales teams
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Limited workflow automation
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Automated follow-up workflows
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No specialized call center features
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Real-time team collaboration
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Minimal team collaboration tools
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Mobile-first design
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Poor mobile experience
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Specialized call center features
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Yes, it is built specifically for outbound calling and high-volume sales teams.
Absolutely. Each agent gets a clear task list with deadlines.
Yes, timely follow-ups and task automation significantly improve conversion rates.
Yes, the CRM works smoothly on mobile, tablet and desktop.
Most teams are up and running within 24-48 hours with our guided setup.
Yes, workflows can be customized to match your specific business processes.
Join 2000+ teams using LinkArise Task Management CRM to achieve more together
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