Manage Tasks

Efficient Task Management for Business Growth

Streamline, Automate, and Collaborate with iNextCRM’s Task Management Features

Globally Trusted Technology Partners

Advanced Task Management Features

Efficiently Manage, Automate, and Collaborate on Tasks for Enhanced Productivity


Create, edit, copy, delete, and manage unlimited tasks to drive the growth of your business. iNextCRM offers multiple views such as task list view, Kanban view, overview, and more, providing you with flexibility in task management.

Recurring Tasks

Create recurring tasks to automate repetitive tasks, saving time and effort. This feature streamlines task creation for routine activities, ensuring they are automatically generated at specified intervals.

Billable Tasks

Mark tasks as billable to seamlessly link them to invoicing. This allows you to charge customers based on the hours spent on billable tasks, simplifying the billing process and ensuring accurate invoicing.

Multiple Assignees

Enhance Collaboration and Work Efficiency by Assigning Multiple Team Members to a Task, Allowing Seamless Collaboration and Collective Efforts. You can even create checklists within a task and assign specific individuals for individual checks.

Multiple Followers

Ensure Quality Execution and Delivery by Adding Senior Team Members to the Follow List of a Task, Facilitating Oversight and Guidance for Optimal Project Outcome.

Task Reminders

Stay on Top of Important Tasks by Setting Task Reminders, Ensuring that No Essential Aspect Associated with Your Assigned Task Goes Unattended.

Cloud-Based CRM System
with Easy Extension & Support

Unlock the full potential of your business with iNextCRM's cloud-based CRM system.

150 +

Extendable Addons

Seamlessly extend the functionality of your CRM with our extended add-ons, including marketing and operational capabilities, tailored to meet your specific needs.

20 +

Optimization Service

Let us handle the heavy lifting. Our team will work tirelessly to optimize your processes and automation, ensuring maximum efficiency and productivity.


Hand-Holding Support

We're here to guide you every step of the way, providing personalized assistance and resolving any queries or challenges you may encounter.

Do more with iNextCRM Tasks

Discover Powerful Features to Boost Productivity and Efficiency

Advanced Filters

Easily filter tasks based on the assignee, status, time, type, and more. This feature allows you to quickly access specific sets of tasks, making it convenient to prioritize and track their progress.


Bulk export tasks to Excel, CSV, or PDF formats. This functionality enables you to extract task data for analysis, reporting, sharing with team members, or integration with external systems.

Bulk Actions

Take bulk actions on multiple tasks, including deleting tasks, changing their status, assigning them to different team members, and more. This feature streamlines task management, saving time and effort.


Manage checklists for tasks, enabling you to break down complex tasks into smaller subtasks. This helps in micro-managing tasks, ensuring thorough completion and improved task efficiency.

360° Task Features

Enjoy a comprehensive set of task features, including the ability to comment on tasks, attach relevant files, assign tags, and more. These features enhance collaboration, communication, and organization within your task management process.

Timer & Timesheet

Empower your employees to track time while working on tasks, enabling accurate time logging for each task. Utilize timesheets to monitor time usage, facilitate productive analysis, and ensure efficient resource management. This feature also enables you to bill customers based on hours spent on billable tasks.

Built by Agency for Agency

Unparalleled Benefits

Built by an Agency.
For Agencies.

Most Agency Founders spend sleepless nights just keeping the lights on - scaling the agency never ends up becoming a priority between recurring client and sales calls.

iNextCRM changes that.

  • Scale Your Business
  • Effective Team Management
  • Seamless Remote Work
  • Manage Business on the Go
  • Become an Industry Leader
  • Increased Client Retention


What They Say About Us

Dynamically initiate market positioning total linkage with clicks-and-mortar
technology compelling data for cutting-edge markets.
Siddharth Chaudhary Siddharth Chaudhary

Siddharth Chaudhary

Founder & CEO

iNextCRM has completely transformed the way we manage our customer relationships. With its intuitive interface and powerful features, our sales team has seen a significant boost in productivity and efficiency. It's truly a game-changer!

Siddharth Chaudhary
Ritam Bhatnagar Ritam Bhatnagar

Ritam Bhatnagar


iNextCRM has been a lifesaver for our customer service team. Its comprehensive ticketing system and automated workflows have enabled us to provide exceptional support to our clients. The result? Improved customer satisfaction and a significant reduction in response times.

Ritam Bhatnagar
Shivangee Mehta Shivangee Mehta

Shivangee Mehta

Founder & CEO

iNextCRM is an all-in-one software for managing the entire client life-cycle, including leads, customers, invoices, proposals, and payments, all in one convenient platform. One of the standout features is the ability to effortlessly create captivating proposals. The best part is being able to send proposals directly from the iNext CRM dashboard while effectively managing my clients. The constant introduction of new features by the iNext team keeps me excited and engaged. I'm absolutely loving it!

Shivangee Mehta
Aman Sharma Aman Sharma

Aman Sharma

Business Owner

As a small business owner, I needed a CRM solution that would scale with my growing business. iNextCRM has been the perfect fit. Its flexible customization options and seamless integration with other tools have allowed me to tailor it to my specific needs. It has truly been a catalyst for our success.

Aman Sharma
Vikram Lal Vikram Lal

Vikram Lal

Founder & CEO

Managing my own business used to be a complex ordeal until I discovered iNext CRM. This all-in-one tool has simplified everything for me, providing a seamless experience. The Support team is highly responsive, and the development team works swiftly to introduce exciting new features. I am truly grateful to Priyanka and her team. Thank you for making my business journey easier!"

Vikram Lal
Hanshika Shah Hanshika Shah

Hanshika Shah

Marketing Director

Before discovering iNext CRM, our invoicing process involved using Word, relying on calendars for due-date reminders to clients, and even using pets to send proposals. With iNext CRM, we can now seamlessly manage all these tasks from a single platform, while also gaining valuable insights that enhance our efficiency. As a result, we have experienced a remarkable 15% increase in revenue realization speed. iNext CRM has truly transformed our operations for the better!

Hanshika Shah

Integrated with 20+ Popular Technology Platforms


Effortlessly trigger transactional SMS


Set up and manage Zoom meetings


Personalized marketing email campaigns


Receive International Payments


Select files directly from your Dropbox account


Sync your Google Calendar with iNextCRM

Google Drive

Effortlessly access and manage your files

Do You Want to explore more Integration?

Why iNextCRM

Why Choose Us

Why Onboard to iNextCRM?

Experience the power of streamlined lead management with iNextCRM. Our robust software empowers your business to efficiently capture, track, and convert leads into loyal customers, driving your growth and success.


Higher Predictability


Saved Per Day
Per User


Higher Conversion Rate


Higher Retention Rate

Frequently Asked Questions (FAQ)

Your Questions, Answered for Efficient Online Task Management

With iNextCRM, you can easily create, edit, copy, delete, and manage unlimited tasks. You have multiple views to choose from, such as task list view, Kanban view, overview, and more, providing flexibility in task management.

Yes, iNextCRM offers a recurring tasks feature that allows you to automate repetitive tasks. You can save time and effort by setting up tasks to be automatically generated at specified intervals.

Absolutely! iNextCRM allows you to mark tasks as billable, making it easy to link them to your invoicing process. This feature simplifies the billing process and ensures accurate invoicing based on the hours spent on billable tasks.

Yes, iNextCRM supports assigning multiple team members to a task. This promotes collaboration and enhances work efficiency. You can even create checklists within a task and assign specific individuals for individual checks.

iNextCRM provides task reminder functionality, allowing you to stay on top of important tasks. You can set reminders to ensure that no essential aspect associated with your assigned task goes unattended.

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Project Management
Project Management
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