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Tasks

Tasks keep the follow ups that matter from slipping. Each task can be tied to a client, so the work always has context.

Tasks in Phi CRM

View your tasks as a simple list or as a board, whichever suits the way you work. Due and overdue tasks show as a badge in the sidebar and on the dashboard, so the things that need doing stay in front of you.

How to use it

Try it in your own workspace

Create a free account and use Tasks with your own clients.

Get started free See it in the manual