SalesTaskManager gives your team the tools to plan, track, and close more deals — from first visit to signed contract.
Every feature your sales operation needs. No add-ons, no hidden extras — all included in every plan.
Define and manage sales areas, assign salespersons to zones, and track coverage across your entire market.
Centralised client and prospect database with contacts, history, priority levels, and follow-up tracking.
Plan daily visit routes, set purposes and priorities, and get morning reminder emails for your team.
Record every visit outcome, contact met, and next action in seconds from any device, anywhere.
Kanban and list views for your sales pipeline. Track stage, value, probability, and follow-up dates.
Log confirmed orders, track gross/net amounts, payment status, and link back to opportunities.
Set monthly targets for visits, revenue, and new clients. Track performance vs. targets in real time.
Daily schedule emails to every salesperson at 7 AM. Overdue visit and opportunity alerts.
Excel-like grid for bulk visit entry — perfect for managers updating weekly schedules quickly.
Built-in visit, salesperson, opportunity, and revenue reports. Export to CSV with one click.
Four roles: Viewer, Salesperson, Manager, Admin. Isolate salespersons to their own data optionally.
Every organisation gets a dedicated database. Your data is never shared with any other company.
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