What is task management software?

Task management software turns the work of following up on leads and deals into tracked tasks — each with an owner, a due date and a reminder — so nothing gets forgotten. Salesgem is task management software built for sales teams: it turns every lead, call and follow-up into a task, sends push reminders when one is due, and shows a per-rep workload view so managers can see who's on top of their list.

How do I create a task in Salesgem?

Open any contact, hit New Task, pick a type (Call, Meeting, Follow-up, or a custom type you've added), set a date and time, add a remark, and assign it to a rep. The whole thing takes under 30 seconds.

What happens when a task goes overdue?

It moves into the Overdue Tasks view with a red badge count so nothing stays invisible. The overdue count updates in real time — reps see exactly what needs clearing first.

Can I see a per-rep workload?

Yes. The Insights view shows tasks per rep, completion rate, average age, and open task count. Managers use it for weekly stand-ups and to spot who needs reassignments.

What task types does Salesgem support?

Three types: Call, Meeting, and Follow-up. Each is tracked separately so your reports stay clean and managers can see exactly what kind of activity is happening per rep.

Can I see all completed tasks and task history?

Yes. The Completed Tasks view shows everything your team has finished, and Task Logs give you a full timestamped record — with notes, assignees, and status changes — per contact.

Task Management Software for Sales Teams

The day starts
with a clear to-do list,
not a scroll through chats.

Task management software helps sales teams turn every lead, follow-up and commitment into a task with an owner, a due date and a reminder — so nothing is forgotten. Salesgem brings sales task management into your CRM: every deal step becomes a tracked task with push reminders and a per-rep workload view, so nothing slips between WhatsApp threads and inbox tabs.

14-day free trial No credit card Free migration

Create a task for any contact — call, meeting, or follow-up.

Add tasks directly to any contact in seconds. Pick the task type, set a date and time, add a remark, and assign it to the right rep — all from one simple form.

Flexible task types. Start with Call, Meeting, or Follow-up — each tracked separately so reports stay clean — and add your own types as your process needs them.

Quick team assignment. Assign any task to any rep from a single dropdown — no separate workflow needed.

Create from your phone. Add a task the moment you hang up a call — no need to be at your desk.

Every overdue task, visible in one place.

A dedicated Overdue Tasks view surfaces everything past its deadline — grouped by date, with full contact context — so your team always knows what needs attention right now.

Overdue badge count. The red number on Overdue Tasks tells reps at a glance how many need urgent attention.

Grouped by date. Tasks are organised by how long they've been overdue — most critical surfaces first.

Mark Done in one tap. Complete a task and log the outcome without leaving the view.

A clear view for every state — Today, Upcoming, and Done.

Your team never has to hunt for what to do next. Five purpose-built views keep everyone focused on the right work at the right time — without chasing anyone on chat.

Today's Tasks. Everything due today in a single focused list — no distractions from next week.

Upcoming Tasks. Plan ahead — see what's coming this week and next so reps can prepare.

Completed Tasks & Task Logs. A full record of every task done — with notes, timestamps, and assignee history.

A clean audit trail for every milestone, every commitment.

When a lead asks "didn't you promise to call me Tuesday?" — pull up the exact task, the rep, the time, and the note that followed. Reps stay accountable. Customers stay heard.

Per-lead timeline. Every task and key milestone — stage changes, completions, reassignments — in one stream per contact.

Re-assignments tracked. See who owned a task at any point in time.

Task Logs view. A searchable log of every completed task — useful for team reviews and QA.

See who's drowning, who's coasting, and what's actually getting done.

One screen for your weekly stand-up: completion rate, overdue tasks, and per-rep load. Spot bottlenecks before they cost you a deal — without poking around six dashboards.

Completion rates by rep, team, and time period.

Average task age in the queue — your real "pipeline lag" metric.

Workload per rep — see who has the most open tasks and rebalance easily.

Salesgem became our lead management software the moment we started running serious paid ad budgets. Before this, leads were sitting in the spreadsheets unattended. Now every enquiry gets to the right dealer instantly, and the follow-up discipline has transformed how our network operates.

Real time lead notifications changed how our front office runs. Salesgem captures every enquiry in real time and ties it to the right specialist, which is exactly what a clinical setup needs. Salesgem stays clean, fast, and lets us focus on conversations, not configuration.

We run Facebook and Instagram ads constantly, and earlier our biggest gap was follow-up. Salesgem works as proper Facebook lead management software for our clinic; every enquiry lands in the right consultant's queue. For us, reaching the patient while they're still actively researching is everything.

Salesgem is a proper lead follow-up CRM for small businesses like us. It does lead capture and follow-up really well, and it integrates cleanly with the channels we actually run — Facebook, Instagram, WhatsApp. Salesgem stays clean and fast, and lets us focus on conversations, not configuration.

Real-time lead notifications matter a lot in our space. Customers signing up to delivery platforms are usually evaluating two or three options at once. Salesgem makes sure our team is the first to call — and being first is half the battle won.

Course enquiries spike whenever we launch a new batch, and the difference between a full classroom and an empty one is how fast we follow up. Salesgem gave our counselling team the speed they needed without making things complicated.

The day starts
with a clear to-do list,
not a scroll through chats.

Create a task for any contact — call, meeting, or follow-up.

Every overdue task, visible in one place.

A clear view for every state — Today, Upcoming, and Done.

A clean audit trail for every milestone, every commitment.

See who's drowning, who's coasting, and what's actually getting done.

From "saw a lead" to "deal closed" — without a single forgotten step.

Capture

Assign

Remind

Close

Tasks are one pillar.
The rest of Salesgem makes them work.

Lead Management

Team Collaboration

Reports & Analytics

What teams say after a month with Salesgem tasks.

Common
questions.

Stay ahead — follow up faster with Salesgem.

The day starts with a clear to-do list, not a scroll through chats.

Create a task for any contact — call, meeting, or follow-up.

Every overdue task, visible in one place.

A clear view for every state — Today, Upcoming, and Done.

A clean audit trail for every milestone, every commitment.

See who's drowning, who's coasting, and what's actually getting done.

From "saw a lead" to "deal closed" — without a single forgotten step.

Capture

Assign

Remind

Close

Tasks are one pillar.The rest of Salesgem makes them work.

Lead Management

Team Collaboration

Reports & Analytics

What teams say after a month with Salesgem tasks.

Commonquestions.

Stay ahead — follow up faster with Salesgem.

The day starts
with a clear to-do list,
not a scroll through chats.

Tasks are one pillar.
The rest of Salesgem makes them work.

Common
questions.