Example for CRM and task tracking

Every task and deal on one board.

Each card is a task or a deal. Drag it from Backlog to In progress and Review: you instantly see who is doing what and what is stuck. Add your own task and filter by priority.

Backlog

High

Client call

Discuss the contract renewal and new delivery terms.

1/3

Prepare the agenda
Send the invite
Collect questions from the team

Sales

Medium

Supplies purchase

Compare three supplier quotes and approve the invoice.

1/3

Request quotes
Compare prices
Approve with accounting

SupplyFinance

In progress

High

Email campaign launch

Prepare the autumn campaign for returning customers.

2/3

Write the copy
Pick the audience segment
Send a test email

Marketing

Medium

Manager onboarding

Set up access and a first-week plan for the new hire.

1/3

Grant access
Assign a mentor
Hold an intro meeting

High

CRM integration

Send website leads straight into the sales pipeline.

1/3

Set up the webhook
Map the fields
Check for duplicates

DevelopmentCRM

Review

Low

Quarterly report

Summarize Q3 revenue and expenses for leadership.

2/3

Export the data
Reconcile with accounting
Send to leadership

Finance

Medium

Mobile checkout

The pay button hides behind the keyboard in Safari.

2/3

Reproduce the bug
Fix the layout
Run regression tests

Development