Sales deals don’t close themselves. Behind every deal is a series of actions — follow-ups, documentation, internal collaboration, quote adjustments, proposal sharing, and client updates. Until now, these critical task management had to be done separately in another module. That meant switching contexts, losing time, or relying on memory to stay on track. But not anymore.
We’re excited to introduce two powerful updates that elevate your task management experience:
- Tasks inside Deals
- Task Lists inside the CRM section
Feature 1: Create Tasks Under Deals
Use Case: Real-World Deal Management
In modern sales teams, every deal involves several internal tasks before it closes:
- A sales executive receives a request from a prospect and needs to schedule a product demo with the pre-sales team.
- The deal progresses, and the finance team must review and approve custom pricing or discounts.
- A marketing executive is asked to send a personalized brochure or case study.
- The legal team is pulled in to draft NDAs or finalize terms.
- Finally, a project manager needs to prepare a delivery roadmap for onboarding once the deal is won.
Previously, each of these steps had to be tracked manually, often using emails, sticky notes, spreadsheets, or separate tasks. This created gaps in communication, delays, and accountability issues — especially across cross-functional teams.
Now, with task management inside CRMLeaf, you can create, assign, and manage all of these micro-actions as tasks directly under the deal, keeping everything in context and moving forward.
How to view all the Tasks in a Deal?
Navigate CRM → Deals
In the next page navigate to Tasks → then view all the tasks listed in the selected Deal. This creates a single, centralized task management dashboard inside your sales pipeline.
What’s New:
You can now create and assign tasks within individual deals inside CRMLeaf. These tasks are deal-specific and stay associated with the deal through every stage of the pipeline – the essence of streamlined task management.
Benefits:
- Keep all deal-related activities organized and visible
- Assign responsibilities for each phase of the sales cycle
- Eliminate missed tasks, follow-ups, or miscommunications
- Reduce context switching between CRM and Work modules
- Improve visibility for managers and sales heads
- Speed up deal closures with better coordination and execution
CRMLeaf’s powerful task management ensures that no task slips through the cracks.
Feature 2: View Task Lists Under CRM Section
Use Case: All-In-One CRM Workspace for Sales Teams
Before this update, task creation and tracking were limited to the Work module. Sales reps had to:
- Leave the CRM screen where they were managing leads, deals, and contacts
- Navigate to the Work module
- Create tasks separately, without context or link to a specific deal or contact
This disrupted workflow and created confusion, especially for teams juggling dozens of deals daily.
Now, with embedded task management, your team can manage tasks directly inside the CRM interface — making CRMLeaf a true single workspace for all sales activity.
Let’s say a rep is viewing a lead they just converted into a deal. They can immediately create tasks like:
- “Schedule site visit”
- “Send revised proposal”
- “Follow up on financing documents”
— all without leaving the CRM tab.
How to Create Tasks in a Deal:
Navigate to CRM → Deals → + Add Task
Next, give a task name, select the deal name, and fill-up other details
Next, fill in the task name, select the related deal, and enter details like:
- Description
- Due date
- Priority
- Tags (e.g., “documentation”, “finance”, “legal”)
- Responsible team member
Click Save — and you’re done. With this intuitive process, task management becomes second nature to every rep.
What’s New:
You can now manage and assign tasks without switching modules. Tasks live inside the CRM section, where deals, leads, and contacts already exist — offering a seamless experience for your sales teams.
Benefits:
- Centralize your workflow inside CRM
- Increase productivity by eliminating back-and-forth navigation
- Help sales reps stay focused and in flow
- See the full picture of to-dos for every lead or deal
- Enable faster onboarding of new reps with simplified UI
- Strengthen alignment between sales, marketing, legal, and delivery teams
What’s Next: Smarter Expense Tracking for Sales Teams
Now that your sales team can manage tasks within deals and CRM itself, it’s time to level up your financial visibility too.
In our next update, we’ll show you how CRMLeaf makes it easier than ever to track and analyze expenses by category, employee, and role — giving sales heads and finance leaders actionable insights, while maintaining smooth task management alongside budget visibility.
Final Thoughts
These updates are more than new buttons — they bring task management into direct alignment with the customer journey.
By embedding tasks inside deals and leads, CRMLeaf now offers a deeper, more intuitive sales experience. Your team stays focused, accountable, and collaborative — with no more guessing what comes next or what’s pending.
This is just one of many steps we’re taking to make CRMLeaf the most seamless, all-in-one CRM + Work Management system for growing businesses.
