CRM with task management
A deal without a next step is a forgotten deal. axoCRM gives every contact, company and deal a tasks tab — and a single team task list — so nothing falls off the radar.
- N Note added
- D Deal moved
- T Task completed
- E Email logged
Where teams get stuck
Tasks live in a separate app
Tasks attached to records keep them in context.
Follow-ups slip
Owner and due date on every task makes accountability obvious.
Daily focus is fragmented
A single task list per user gives a clean daily view.
How axoCRM helps
axoCRM treats tasks as a first-class object tied to contacts, companies and deals.
- 1Add tasks to contacts, companies or deals.
- 2Set owner and due date.
- 3Use the personal task list as your daily plan.
- 4Mark complete to update the team.
- 5Set future-dated tasks for recalls and renewals.
Key features
Tasks on every record
Tied to contacts, companies and deals.
Owner and due date
Clear accountability.
Personal task list
One place to plan your day.
Future-dated tasks
Set a recall and forget it until then.
Mobile-friendly
Update tasks anywhere.
See the full features overview for more.
Simple, annual pricing
If your CRM doesn't manage tasks, your follow-ups slip. axoCRM keeps them in one place. Free plan available. Paid plan is $39 / £29 / €35 per user per year — billed annually, no monthly upsell.
- Free plan: 1 user, 250 contacts.
- Paid: $39 / £29 / €35 per user per year.
Related reading
FAQ
- Can I see all my tasks in one place?
- Yes — a single personal task list.
- Can I assign tasks to others?
- Yes — to anyone in the workspace.
- Are there reminders?
- Due dates surface tasks; richer reminders are on the roadmap.
- Does it integrate with my calendar?
- Calendar integrations are planned.
Ready to try axoCRM?
Start on the free plan. No credit card required.