TaskMaster CRM
One workspace to manage your customers, sales, recruitment, and daily operations.
TaskMaster CRM helps businesses organize customer relationships, sales pipelines, recruitment and team activity in one place, so your whole team works from the same records.
Create an account, then set up your organization’s workspace.
Features
Everything your team works on, in one place
TaskMaster CRM covers the everyday work of sales and recruitment teams, from the first conversation to the closed deal or the finished placement.
Customer management
Keep leads, contacts and companies together. Log calls, emails, meetings and notes, and convert a qualified lead into a company, contact and deal in one step.
Sales pipeline
Follow every deal through your pipeline stages, in a list or on a board. Reorder the stages and choose which ones count as won or lost.
Recruitment
Manage candidates and client requirements, build shortlists, schedule interviews and record placements.
Tasks & activities
Plan follow-ups with priorities and due dates, see what is due today or overdue, and assign work to teammates.
Search everything
Find leads, contacts, companies, deals, candidates and more from a single search box.
Reports
Personal reports on your own pipeline and recruitment work, and team reports for owners, admins and managers.
Notifications
In-app notifications for assignments, interviews and workspace changes, with optional email notifications you control.
CRM
From first contact to closed deal
Keep every customer relationship and sales opportunity organized, with the full history of each account in one place.
- Leads with a status and source, ready to qualify and convert
- Contacts and companies connected to their deals and activity
- Deals tracked through pipeline stages, with a board view
- Tasks linked to the leads, contacts, companies and deals they belong to
- Leads and tasks assigned to teammates, while changes stay with the record owner
Pipeline stages
Every workspace starts with a default sales pipeline. Reorder its stages and mark which ones count as won or lost.
- Lead
- Qualified
- Proposal
- Negotiation
- Won
- Lost
Recruitment
Recruitment, from requirement to placement
Run your hiring or staffing work alongside your client relationships, with each step connected to the next.
- Step 1
Requirements
Capture each open role with its client company, employment type and target start date.
- Step 2
Candidates
Keep candidate profiles with their source and current status.
- Step 3
Shortlists
Shortlist candidates against a requirement and track their progress with the client.
- Step 4
Interviews
Schedule screening, client and technical interviews with the right attendees.
- Step 5
Placements
Record placements and their start dates, and keep their status up to date.
Interviews & scheduling
Interviews that reach everyone’s calendar
Schedule an interview once in TaskMaster CRM. When you connect your own Google Calendar and Zoom accounts, the event, the invitations and the meeting link follow from it.
These connections are optional. Each team member connects their own accounts from Settings and can disconnect them at any time.
Google Calendar sync
Interviews you schedule are added to your Google Calendar and updated when you reschedule or cancel them.
Invitations for every attendee
Google Calendar sends the invitations to the candidate, the client and any guests you add.
Google Meet
Add a Google Meet link to an interview's calendar event.
Zoom meetings
Create the meeting in your own Zoom account and include its join link in the calendar invitation.
Integrations
Works with the tools your team already uses
Each person connects their own accounts from Settings. Nothing is connected until you choose to, and you can disconnect at any time.
Google Calendar
Interview events on your own calendar, kept in step when plans change.
Google Meet
Video links on interview events, created through Google Calendar.
Zoom
Meetings created in your own Zoom account for the interviews you choose.
Gmail
Send CRM email to contacts, leads and candidates from your own Gmail address. Optionally, once enabled and authorized, see your own Inbox, Sent mail, search results and conversations in the CRM, read-only and visible only to you. Your mail stays in Gmail.
Security
An organized, separate workspace for every organization
TaskMaster CRM is built for many organizations at once. Each one works in its own workspace, with access rules applied to every record.
A workspace for each organization
Records belong to the organization they were created in and are shown only inside that organization's workspace.
Access checked by the database
Access to records is enforced by the database on every request, not only hidden in the interface.
Clear record ownership
Every record has an owner. Teammates you assign to leads, recruitment records or tasks can view them, while changes stay with the owner.
Team roles and invitations
Invite teammates by email and manage their roles and access from your organization settings.
Encrypted account connections
Access tokens for connected Google and Zoom accounts are encrypted before they are stored.
More than one organization
People who belong to several organizations switch between workspaces, and each workspace shows only its own records.
Ready to organize your business in one workspace?
Create an account, set up your organization, and invite your team when you are ready.