Seamlessly Manage Your Tasks Inside Zoho CRM
Assign, track, and manage tasks effortlessly—without switching between platforms.
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Why You'll Love It
01
Asana Built into Zoho CRM
Manage tasks without leaving your CRM.
02
Seamless Task Management
Assign and track tasks for Contacts, Leads, Opportunities, Accounts, and Vendors.
03
Notes & Collaboration
Add detailed notes to tasks for better team coordination.
04
Easy Task Assignment
Quickly delegate tasks to team members with clear accountability.
05
Status & Deadline Tracking
Stay on top of progress and ensure timely completion.
06
Fully Integrated
Works within your existing Zoho CRM Account for a seamless experience.
Smarter Task Management, Real Results
Sales Execution
Assign follow-ups, reminders, and outreach plans for leads and deals. Sales reps can track daily to-dos linked directly to CRM records.
Customer Success Management
Track onboarding steps, manage renewal reminders, and ensure timely follow-up for existing customers.
Marketing Campaign Management
Plan and manage marketing tasks like content creation, email scheduling, and campaign launches from within CRM.
Creative & Production Workflow
Manage design requests, content revisions, and approval tasks with deadlines and task owners clearly defined.
Client Onboarding
Standardize implementation checklists and delegate responsibilities for onboarding new clients or accounts.
Operational Task Tracking
Coordinate cross-department activities like payroll, internal audits, or vendor management.
Project Intake & Task Routing
Capture and assign project or service requests from forms or intake processes directly into tasks.
Product Launch Coordination
Organize timelines and responsibilities around new product or feature rollouts.
Organizational Planning
Track company-wide initiatives and interdepartmental workstreams on a task level.
Resource Planning
Manage task assignments to ensure team members are not overbooked and bandwidth is distributed fairly.
Compliance Tracking
Assign checklist tasks related to audits, certifications, or internal quality processes.
Event Coordination
Plan logistics, assign roles, and track deadlines for events, meetings, or webinars.
Employee Onboarding
Create consistent onboarding plans and assign tasks to HR, IT, and department leads.
Support and Issue Follow-up
Assign internal action items related to support tickets, customer escalations, or service cases.