AI-Powered Task Management

Task Management: Assign, Track & Automate Work Inside Your CRM

Q: How do I create a task in Centripe?

Open any contact or deal, click 'Add Task,' fill in the details like title, due date, and who it's for, then hit save!

Your tasks live right inside your CRM, connected to the contacts and deals they belong to. When a deal moves to a new stage, tasks are auto-created. When a task is done, the deal timeline updates on its own, no switching between apps, ever.

AI Powered

Smart Prioritization

40% Faster

Task Completion

Real-time

Progress Tracking

Follow up with lead - TechCorp

High priority • Due in 2 hours

Urgent

Prepare sales presentation

Medium priority • Due tomorrow

Medium

Update CRM records

Low priority • Due this week

Low

Everything You Need to Master Your Tasks

Comprehensive task management features designed to boost productivity and eliminate overwhelm.

Smart Task Creation

Create tasks in seconds, set a due date and priority, and link them straight to a contact or deal.

Team Collaboration

Assign tasks to anyone on your team, add notes, and see who's working on what, all in one place.

Intelligent Scheduling

Set due dates for every task, get reminded before they're due, and see all your tasks on a calendar view.

Smart Notifications

Get notified when a task is assigned to you, when a deadline is coming up, or when a teammate completes a task.

Performance Analytics

Task Reporting See how many tasks are open, overdue, or done, and keep an eye on how much work each team has.

Workflow Automation

When a deal moves to a new stage or a form is submitted, Centripe auto-creates the right tasks, no manual work is needed.

Comparison table: Centripe vs Asana vs Trello

Feature	Centripe	Asana	Trello
Built into CRM	Yes — tasks live inside contact/deal records	No — standalone project management tool	No — standalone board/card tool
Tasks linked to contacts	Yes — every task can be tied to a CRM contact	No — tasks are project-based, not contact-based	No — cards are board-based
Tasks linked to deals	Yes — task completion can update deal stages	Requires CRM integration	Requires CRM integration (via Power-Up or Zapier)
Auto-create tasks from CRM triggers	Yes — workflow builder creates tasks on deal stage change, form submission, and other CRM events	Limited — via rules or integrations	Limited — via Butler automation
Task activity on contact timeline	Yes — completed tasks appear in contact history	No — separate activity log	No — separate board activity
Assign to team members	Yes	Yes (strength)	Yes
Due dates & reminders	Yes	Yes (strength)	Yes
Kanban/board view	Centripe includes a board layout, makin it easy to see and manage your tasks visually.	Yes (strength — multiple views)	Yes (core feature)
Advanced project management (Gantt, dependencies)	No — focused on CRM-related tasks	Yes (Premium+)	Limited
Separate subscription needed	No — included in CRM plan	Yes — free tier limited, paid starts at $10.99/user/mo	Yes — free tier limited, paid starts at $5/user/mo
Best for	Sales teams, agencies, and CRM-driven workflows	Cross-functional project management	Simple task boards and small teams

Get Started in 4 Simple Steps

From the first step to the last, our AI makes task management faster and easier, done in minutes, not hours.

Step 1

Quick Setup

You're already in the CRM - tasks are built in. No separate app to install. Set up task categories and assign team roles.

Step 2

Smart Configuration

Create task templates for common workflows (new client onboarding, deal follow-up, campaign launch). Set default assignees and due-date offsets.

Step 3

Connect to Workflows

Link tasks to CRM automations. When a deal moves to 'Proposal Sent,' auto-create a follow-up task. When a form is submitted, assign a task to the sales rep.

Step 4

Track & Review

Monitor open tasks, overdue items, and team workload. Use task data to identify bottlenecks in your sales or onboarding process.

CRM integration table (Task Events → CRM Actions)

When this happens…	The CRM does this…
Deal moves to "Proposal Sent"	Auto-creates a follow-up task assigned to the rep (e.g., "Follow up in 3 days")
New form submission received	Creates a task for the assigned sales rep to review and respond
Task is marked complete	Logs completion on the contact/deal timeline and can trigger the next task in a sequence
Task becomes overdue	Sends a reminder notification to the assignee and can escalate to a manager
Appointment is booked	Creates a pre-call prep task for the rep (e.g., "Review contact history before call")
Quote is accepted	Creates onboarding tasks such as "Send welcome email", "Schedule kickoff call", and "Set up client account"
Contact tags are updated	Can trigger task creation based on tags (e.g., tag "VIP" → create "Personal outreach" task)

Agency use cases

Marketing agency: client onboarding checklist

When a deal is marked "Won," the CRM auto-creates a sequence of onboarding tasks: send welcome packet, schedule kickoff call, set up reporting dashboard, request brand assets. Each task is assigned to the right team member with a due-date offset (Day 1, Day 3, Day 5). The client's contact record shows onboarding progress without the team needing a separate project tool.

After a discovery call, the rep gets an auto-created task: "Send proposal within 24 hours." When the proposal is sent, a new task appears: "Follow up in 3 days if no response." The task chain continues until the deal is won or lost. Every task appears on the deal timeline so managers can see if follow-ups are happening on schedule.

Operations: recurring maintenance tasks

The team sets up recurring tasks for monthly client check-ins, quarterly reviews, and annual renewals. Each recurring task is linked to the client's contact record. When the task is completed, the CRM logs it and the next occurrence is auto-scheduled. No calendar app juggling - it's all inside the CRM.

Frequently Asked Questions

Everything you need to know about AI-powered task management

It's a way to create and track your to-dos right inside your CRM, so everything about a contact or deal stays in one place.

Open any contact or deal, click "Add Task," fill in the details like title, due date, and who it's for, then hit save!

Yes! You can set up rules so tasks get created on their own, like when a deal moves to a new stage or someone fills out a form.

Every task is linked to a contact or deal, so you can see all activity in one timeline, and completing a task can even move a deal forward automatically.

Yes, just pick a teammate when creating the task. They'll get a notification, and managers can see everyone's tasks too.

If it doesn't have a built-in repeat option, you can use the workflow tool to auto-create the same task on a schedule.

Asana and Trello are separate apps. Centripe keeps your tasks tied directly to your contacts and deals, so nothing gets lost.

You can filter tasks by due date, status, or person, and quickly spot what's overdue or who's got too much on their plate.

Ready to Transform Your Productivity?

Start Your AI-Powered Task Revolution Today

Join people who get 40% more done each day with the help of simple, smart task management. 14-day free trial, no credit card required.

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