Task Management
Never miss a follow-up again
Create tasks on deals, assign to teammates, set due dates, and get reminders before anything slips.
Tasks in DealFlow live directly on your deals and contacts — so every to-do has full context and your team always knows what to do next.
app.dealflowcrm.com
Send contract for review
TechCorp Enterprise
Follow up on legal review
FinancePlus Annual
Schedule onboarding call
BuildRight SaaS
✓
Prepare migration checklist
RetailCo Platform
Tasks on deals
Every task lives on its deal or contact record — full context, no switching tools.
Due date reminders
Get notified before tasks are due so nothing falls through the cracks.
Team assignment
Assign tasks to specific team members and track completion across your whole team.
Upcoming task view
See everything due today, this week, and overdue — all in one place on your dashboard.
Stay on top of every deal
Tasks linked to deals and contacts
Due date and time setting
Assign tasks to team members
Task completion tracking
Dashboard task overview
Overdue task alerts
Bulk task creation via automation
Task templates per pipeline stage
Mobile task management
Email reminders for due tasks