Every sales manager knows that chaos in tasks leads to lost clients, missed calls, and missed opportunities. In today’s business world, where response speed and precision are crucial, a task manager becomes an essential tool for organizing a team’s workflow.

Imagine having all your tasks, client requests, reminders, and critical deadlines automatically systematized in one place. This is possible with the Svit.One Task Manager, which not only helps you efficiently manage work processes but also deeply integrates with CRM, creating a unified ecosystem for sales management.

Let’s explore how this works and why the synergy of CRM + Task Manager is the ideal solution for your team.

Svit.One Task Manager: The Secret to Business Efficiency

The Svit.One Task Manager is not just a to-do list but a comprehensive tool that provides complete control over business processes. It allows you to:

Set clear task deadlines and priorities
Automatically generate tasks from CRM
Assign responsible team members
Track priorities and access levels
Group, sort, and manage tasks conveniently
Integrate with omnichannel communication

Thanks to its flexibility and automation, the task manager becomes the central hub for business process management, enabling companies to work faster, more accurately, and without unnecessary costs.

Key Features of the Task Manager

1. Deadline and Priority Control

Time is money. In the Svit.One Task Manager, you can:

Set start dates and deadlines for each task
Define priority levels (critical, important, ongoing)
Receive automatic reminders about upcoming deadlines

This ensures that no important task is overlooked, and the team works in a coordinated and efficient manner.

2. Assigned Responsibilities and Access Levels

Every task has an owner, and you always know who is responsible for what.

Assign responsible team members for each task
Set access levels to restrict or expand participants’ rights
Use a hierarchical structure to group tasks into lists and folders

This creates an efficient workflow structure where everyone knows their role and responsibilities.

3. Flexibility and Customization

No two businesses are alike, so Svit.One offers customization options for the task manager.

Add custom fields to collect necessary information
Use notifications and push alerts
Group and sort tasks based on key parameters

This approach ensures that the system adapts to your specific business processes.

4. Accessibility from Any Device

Your tasks are always within reach:

The mobile app allows task management on the go
Synchronization across devices ensures data accuracy
Automatic updates keep you informed about important changes

Now, no critical process will be lost due to lack of access to a computer.

The Synergy of CRM and Task Manager: How It Works

The main advantage of Svit.One is the deep integration of CRM with the task manager, allowing for the automation of many routine processes.

1. Automatic Task Creation from CRM

Each contact or deal in CRM can automatically generate relevant tasks:

New client? A task is created for the "First Call"
Ongoing deal? Follow-up reminders are automatically generated
Closing a sale? The task "Send Documents" is created without manual input

2. All CRM Tasks in One Place

Managers don’t waste time searching – all tasks related to clients are available in a single interface.

Managers get a complete picture of team productivity
Sales reps quickly switch between tasks without losing context

3. Omnichannel Communication and Tasks

Integration with omnichannel communication allows you to:

💬 Create tasks after each client interaction

📞 Automatically assign a responsible manager after a call

📩 Track responses to emails, messages, and social media inquiries

This enables fast and efficient responses, without wasting time on manual data entry.

Real-World Use Case

🔹 Scenario: A potential client submits an inquiry via the website

🔹 What happens in Svit.One?

CRM automatically creates a client profile
The Task Manager generates a task "Call the client within 2 hours"
If the manager doesn’t complete the task – the system sends a reminder
After the call, the manager adds a comment, updates the status in CRM, and a new task "Send a commercial proposal" is automatically created

📈 Result:

Faster response time to inquiries
No lead is left unattended
Sales managers work more efficiently, and supervisors see the real status of tasks

Conclusion: Why Use the Svit.One Task Manager?

Automation – reduces routine tasks
Transparency – controls task completion and team efficiency
Flexibility – customizable settings tailored to business needs
Mobility – access tasks anywhere, anytime
CRM Integration – comprehensive sales management

The Svit.One Task Manager is not just a to-do list but a system that turns chaos into order. It helps your team work faster, more accurately, and more productively.

🔹 Ready to boost efficiency? Start today! 🚀