Productivity
Task Management
Sales and operations teams lose momentum when follow-ups live in personal task lists. Ambivo Tasks keep work on the customer record — due dates, owners, priorities, and completion history visible to everyone on the account.
Customer journey
See how this feature fits into the way your team works — from first step to the outcome that matters.
From follow-up to closed task
See how a task moves from creation to completion without ever leaving the record it belongs to.
Task created
Add a task on a lead, deal, order, or custom object — context travels with the work.
Owner assigned
Set the owner and reassign automatically when a deal changes hands.
Due date set
Priorities and due dates keep the task visible on the right person's list.
Workflow-generated tasks
Automations create follow-up tasks when stages change, forms submit, or contracts sign.
Reminders sent
Owners get notified as due dates approach — nothing slips silently.
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Completed on timeline
Marking a task done updates the record's activity timeline for the whole team to see.
Key capabilities
Tasks tied to deals, accounts, and workflows — not a separate to-do app.
Record-linked tasks
Create tasks on leads, deals, orders, and custom objects so context travels with the work.
Team assignment
Assign owners, set due dates, and reassign when deals change hands — no orphaned follow-ups.
Workflow-generated tasks
Automations create tasks when stages change, forms submit, or contracts sign.
What you can do
- Due dates, priorities, and status tracking
- Task lists filtered by owner, team, or record
- Automated task creation from workflows
- Activity timeline shows completed and open tasks
- Mobile-friendly task completion
Part of the Ambivo platform
Works with CRM
Lead management, pipeline visibility, and deal closing — without the complexity.
Explore CRMTry Task Management on Ambivo
Free plan available. No credit card required.