Productivity
Task Management
Follow-ups kept in a personal task list slow a team down. Ambivo Tasks keep the work on the customer record. Due dates, owners, priorities and completion history are visible to everyone on the account.
Customer journey
See how this fits the way your team works, from the first step to the result.
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. The 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 hear about a due date before it arrives.
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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 that live on deals, accounts and workflows.
Record-linked tasks
Create tasks on leads, deals, orders, and custom objects so context travels with the work.
Team assignment
Assign owners and set due dates. A workflow can reassign the task when a deal changes owner.
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, made simple.
Explore CRMTry Task Management on Ambivo
Free plan available. No credit card required.