The Best 17 CRM for Task Management

CPAshka - CRM for dropshipping in Ukraine. Optimize task planning and automate dropshipper accounting. An effective solution for your business!

What You Get

• Automatic accounting. Accurate calculation of payments to dropshippers, minimizing errors.
• Time saving. Optimize routine tasks, focus on sales.
• Clear analytics. Track performance, make informed decisions.
• Simple management. Easy interface, quick training for your team.

Main Parameters

• Dropshipping automation
• Convenient order accounting
• Simple profit control
• Effective task planning
• Counting dropshippers

LP-CRM - Ukrainian CRM for product business, e-commerce and service sector. Effective task planning, sales automation and improved customer communication. Optimize your business with LP-CRM!

What You Get

• Understandable interface. Easy navigation, intuitive functionality for the team.
• Automation of routine. Forget about manual data entry, LP-CRM will do everything for you!
• Real-time reporting. Analyze business indicators and make informed decisions.
• 24/7 support. We are always here to help you with any questions.

Main Parameters

• Convenient planning
• Business automation
• Online inventory accounting
• CRM for e-commerce
• Support in Ukrainian

SugarCRM - a flexible open-source CRM, ideal for B2B. Plan tasks, manage sales, and build strong customer relationships. Optimize workflows and increase productivity with SugarCRM!

What You Get

• Open Source. Complete freedom to customize according to your business needs.
• B2B Focus. Designed for complex sales and long deal cycles.
• Flexibility. Easily adapts to changing business processes and scaling.
• Integration. Connect SugarCRM with other systems for efficiency.

Main Parameters

• Intuitive interface
• Fast support
• Favorable price
• Sales automation
• Convenient mobile app

Insightly is a CRM with project management and integrations designed for small and medium-sized businesses. Organize your customer base, manage tasks, and automate workflows in one place. The perfect solution for task planning and effective customer interaction.

What You Get

• Convenient project management. Organize team work, track progress, distribute tasks effectively.
• Simple integration. Connect Insightly to your favorite tools for seamless operation.
• Sales optimization. Increase profits through sales funnel automation and analytics.
• Improved collaboration. Share information and discuss in one place.

Main Parameters

• Intuitive interface
• Task automation
• Effective collaboration
• Real-time reporting
• Integrations with other services

Binotel SmartCRM - CRM for effective task planning! 360° client profile, analytics and integration with PBX. Optimize workflows and increase the productivity of your business.

What You Get

• 360° client card. The entire history of interaction with the client in one place - instant access to the necessary information.
• Effective planning. Organize your workday and control the execution of tasks by the team.
• Sales analytics. Track key indicators and make informed decisions to increase profits.
• Integration with PBX. Automatic call accounting and increased efficiency of processing requests.

Main Parameters

• Convenient task planning
• 360° client profile
• Integration with PBX
• Powerful analytics
• Sales automation

Microsoft Dynamics 365 Sales - CRM for effective sales and task planning. Deep integration with other Microsoft 365 products and Copilot helps automate routine processes, increase productivity, and focus on what matters most - customers.

What You Get

• Deep integration. Connection with Office 365 for productivity and collaboration.
• Copilot AI. Artificial intelligence for data analysis and recommendations.
• Sales automation. Optimize the sales funnel and increase profits.
• User-friendly interface. Intuitive design for easy navigation.

Main Parameters

• Sales automation
• Integration with Office 365
• Copilot AI
• Personalization of interaction
• Task optimization

Salesforce Sales Cloud - leading CRM for effective sales management. Build sales funnels, analyze data and plan tasks to achieve maximum results for your business. Optimize team performance and increase profits!

What You Get

• Зростання продажів. Optimize the sales funnel, increase conversion and profit.
• Improved communication. Team collaboration, the customer is always the focus.
• Real-time analytics. Make informed decisions based on data, not intuition.
• Scalability. Adapts to the needs of your business, regardless of size.

Main Parameters

• Convenient planning
• Effective analytics
• Clear funnel
• Task automation
• Sales Cloud reporting

Odoo CRM - a powerful CRM module in the integrated Odoo ERP system. Plan tasks, manage deals, and automate sales in a single solution. Ideal for comprehensive business management.

What You Get

• Single space. All customer data in one place, easy access for the team.
• Improved collaboration. Sharing information and tasks between departments without problems.
• Sales automation. Streamline the sales funnel and increase profits.
• Integration with Odoo. Full business control thanks to a single management system.

Main Parameters

• Integration with ERP
• Convenient planning
• Task automation
• Performance analysis
• Real-time reporting

Close - CRM for sales teams that optimizes calls and email newsletters. Integrate task planning into Close to increase the efficiency of lead processing and control the progress of deals.

What You Get

• Increase sales. Close helps close more deals by automating calls and email series.
• Time saving. Automate routine to focus on important contacts.
• Improved communication. Centralized contact database and interaction history for the entire team.
• Team productivity. Track results, analyze performance and optimize sales.

Main Parameters

• Intuitive interface
• Automation of routine
• Convenient reporting
• Integration with mail
• Sales optimization

Streak CRM integrated into Gmail, making it easy to manage tasks and clients. Create custom pipelines, track deal progress, and schedule tasks directly in your email. The perfect solution for organizing work and increasing team productivity.

What You Get

• All in Gmail. Manage tasks directly from your email, without switching between windows!
• Custom pipelines. Customize work stages to fit your unique process.
• Task automation. Automate routine actions to focus on the main thing.
• Convenient collaboration. Shared access and control of team tasks in real time.

Main Parameters

• Integration with Gmail
• Custom pipelines
• Easy planning
• Collaboration
• Sales automation

Capsule CRM - simple and convenient CRM for managing contacts, deals and projects. Ideal for planning tasks, organizing work with clients and tracking progress. Optimize your business with Capsule CRM!

What You Get

• Simple contact management. All customer information in one place, convenient access and updates.
• Sales organization. Track deals from start to close, increase profits.
• Effective collaboration. Teamwork on projects becomes transparent and coordinated.
• Convenient task planning. Plan, delegate and track task completion effortlessly.

Main Parameters

• Easy to use
• Intuitive interface
• Convenient planning
• Contact management
• Tracking deals

Freshworks CRM (Freshsales) - CRM with built-in telephony and email for effective task planning. An AI assistant will help optimize the workflow and increase the productivity of your team. Try it for free!

What You Get

• Built-in telephony. Call customers in one click, record calls, improve communication.
• Email marketing. Send personalized newsletters, track openings and clicks.
• AI assistant Freddy. Automates routine tasks, predicts sales, provides valuable insights.
• Data centralization. All customer information in one place, improves team collaboration.

Main Parameters

• Sales automation
• AI assistant
• Built-in telephony
• Convenient planning
• Email integration

monday sales CRM - flexible CRM based on monday.com, designed for sales teams. Plan tasks, automate processes, and effectively manage deals in a single, convenient environment. The perfect solution for sales optimization!

What You Get

• Convenient visualization. Everything is clear: tasks, deadlines, progress. It is easy to control the progress of work.
• Automation of routine. Automate sales processes and free up time to communicate with customers.
• Easy setup. Customize monday sales CRM to the needs of your team without code.
• Full monday integration. Harness the full power of the monday.com platform for sales.

Main Parameters

• Flexible configuration
• Visual management
• Collaboration
• Task automation
• Sales reporting

Creatio (Sales) - low-code CRM platform for sales automation and task planning. Manage all aspects of the sales funnel, from leads to deals, and increase team efficiency! Low code for flexible customization.

What You Get

• Simple automation. Configure processes without code, saving time and money.
• Task management. Optimize team performance and increase productivity.
• Personalized experience. Create customized solutions tailored to your business needs.
• Quick implementation. Start using Creatio (Sales) instantly.

Main Parameters

• Process automation
• Low-code/No-code
• Task planning
• CRM platform
• Sales solution

KeyCRM - Ukrainian CRM for task planning, processing orders from all channels, communicating with customers, inventory control and analytics. Optimize workflows and increase the efficiency of your business with KeyCRM!

What You Get

• All in one place. Manage orders, inventory and communications from a single KeyCRM system.
• Sales optimization. Increase profits with analytics and automation of routine tasks.
• Ukrainian support. Get fast and quality support from a local team.
• Integration with marketplaces. Easily connect Rozetka, Prom and other platforms.

Main Parameters

• Convenient task scheduling
• Process automation
• Ukrainian support
• Integration with channels
• Analytics for growth

OneBox OS: CRM/ERP platform for efficient task planning! Manage processes, telephony, warehouse and document management in one system. Optimize your team's work and achieve greater results!

What You Get

• All in one place. Manage all aspects of the business: processes, warehouse, documents, telephony - from a single platform.
• Work optimization. OneBox OS helps to establish and speed up all business processes, increasing productivity.
• Resource saving. Forget about many programs - OneBox OS replaces them all, reducing the cost of software and support.
• Flexibility of settings. The platform easily adapts to the needs of your business, ensuring maximum efficiency.

Main Parameters

• Task automation
• Single platform
• Resource accounting
• User-friendly interface
• Performance monitoring

Pipedrive - CRM focused on deal conversion. Visualize your sales process with intuitive pipelines, track the progress of each deal, and effectively plan tasks to maximize results.

What You Get

• Visual pipeline. Easily track deal progress at each stage of the sale, seeing the whole picture.
• Deal conversion. Increase sales by focusing on closing deals and effectively managing leads.
• Routine automation. Forget about routine tasks and focus on important deals, saving time.
• Sales forecasting. Get accurate sales forecasts based on data to make informed decisions.

Main Parameters

• Simple task planning
• Deal visualization
• Sales automation
• Integrations with tools
• Conversion increase