Manage daily work, follow-ups, and internal workflows from your Zoho CRM
Task Manager helps teams plan, assign, and track work across sales, operations, marketing, and internal teams, all directly inside the CRM.
Used by teams to manage tasks and internal workflows from one system
What you can manage with Task Manager
Sales execution
Assign follow-ups, reminders, and outreach tasks for leads and deals. Reps can manage daily to-dos directly from CRM records.
Learn more →Customer success management
Track onboarding steps, renewal reminders, and ongoing follow-ups for existing customers or accounts.
Learn more →Marketing campaign management
Plan and manage marketing tasks like content creation, email scheduling, and campaign launches from within the CRM.
Learn more →Creative and production workflows
Manage design requests, content revisions, and approvals with clear owners and deadlines.
Learn more →Client onboarding
Standardize onboarding checklists and assign responsibilities across teams for new clients or accounts.
Learn more →Operational task tracking
Coordinate cross-department work such as vendor management, internal audits, or finance-related tasks.
Learn more →Project intake and task routing
Capture requests from forms or intake processes and convert them directly into tasks.
Learn more →Product launch coordination
Organize timelines, responsibilities, and dependencies for launches or rollouts.
Learn more →Organizational planning
Track company-wide initiatives and inter-department workstreams at a task level.
Learn more →Compliance tracking
Assign and monitor checklist tasks related to audits, certifications, or internal compliance.
Learn more →Event coordination
Plan events, meetings, or webinars by assigning roles and tracking deadlines.
Learn more →Use Cases
CRM-Linked Follow-Ups
Keep sales activities and follow-ups directly tied to CRM records for better context and accountability.
Cross-Team Workflow Management
Manage internal tasks and handoffs across teams without losing visibility.
Standardized Onboarding Processes
Create repeatable onboarding and recurring workflows with clear steps and ownership.
Team-Wide Visibility
See who is working on what, across tasks, records, and teams.
Fewer Missed Tasks
Reduce manual tracking and prevent follow-ups from slipping through the cracks.
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