Task & Team Management

Team management made simple & effective.

Stay on task.

Set tasks & manage your team all in one dashboard

Whether you're behind your desk or in the field, keeping your team on tasks and closing deals is a breeze with automated tasks triggers, regular “to do” item reminders and up to date information on the desktop CRM & in the mobile app.

Make sure every team member has everything they need & nothing they don't.

Permission Controls For Every Team Member

Using Team Permission Controls, you set who see's what and what each person can do inside your CRM. From locking down or opening up access to tools, lists, campaigns, workspaces and specific properties, you have 100% control.

Keep your campaigns, teams, team members organized.

Create Custom Workspaces for team's & Team Members

Workspaces are private work areas for each member of your team. Each space allows specific leads to be distributed to that Workspace making it extremely easy for you to share only the records you want them to have access to while keeping them focused on their personal pipeline of opportunities.

Task Management overview:

Discover More Features

Lead Generation
& Lists

Lead Management & Reporting

Phone System

iPhone &
Android App

Workflow Automation
& Follow-Up

Task & Team Management

Website & Online Leads

Schedule Your Full FreedomSoft Demo: