PLATFORM MODULE
Turn CRM Information Into Actionable Work
A CRM becomes more useful when it helps your team act on the information inside it. Relecca task management connects everyday work to customers, sales opportunities, orders, and leads.
Actionable Operational Tasks
Empower your team with task context that connects to CRM records.
- Explicit Ownership: Assign tasks to specific owners or multiple team members.
- Prioritization & Urgency: Color-coded priority tags to keep team focused on critical matters.
- Task Hierarchy: Create nested checklist subtasks underneath parent goals.
- Due Dates & Statuses: Filter tasks by Open, In Progress, Completed, or overdue status.
- Dynamic Context: Click into any task to view the related customer, lead, or sales opportunity details.
Ready to configure Task Management?
Get started in under 5 minutes. Import existing CSV lists or invite your team.
Live Interactive Sandbox
Interactive Workflow Designer
Customize operational steps and flow order for onboarding or sales processes.
Phase 1
Client Intake
Collect lead background details and web form submissions.
Phase 2
Discovery Call
Review service expectations and set up initial proposal parameters.
Phase 3
AI Feedback Analysis
Analyze customer sentiment on won/lost outcomes to auto-schedule remediation tasks.
Phase 4
Onboarding Handoff
Welcome email sync, team dashboard roles, and kick-off scheduling.