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Task Management Software

Store, track, manage, and report on the tasks and activities that build customer relationships and streamline your sales process.

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  • Stay inside your CRM instead of switching tools

  • Make a to-do list and take action directly within HubSpot

  • Review upcoming meetings and easily build customer relationships

Streamline your to-do list with task management software.

When talking to prospects, how much time do you spend moving between inboxes, calendars, spreadsheets, and CRM?

Rather than juggling tabs, keep track of all your to-dos in one place. HubSpot’s task dashboard gives you a personalized command center with all your tasks, meetings, and contact details in one place. No more scrambling between different tools. Track your prospects, scale your outreach, and build relationships with ease.



  1. Stay in sync without slowing down.

    HubSpot’s task management software makes seeing all your prospect details in one place easy. Sync your calendar and connect to meetings quickly and directly from HubSpot. See a live feed of prospects as they open emails, browse web pages, or browse sales collateral.

  2. Optimize your process for faster selling.

    Flow from one task to the next with all the information you need in your task queue. Add new tasks from HubSpot workflows, your email inbox, or your to-do list. Call and email prospects, or connect over social, all without leaving HubSpot.

  3. Focus on tasks that matter.

    Embedded reporting allows reps to easily track their activity and pipeline progress to stay focused throughout the day. View insights on past task performance, such as deals created, calls made, and activities completed.

Have questions? Give us a call and we'll walk you through it.

+1 888 482 7768

Frequently Asked Questions