Hamara Tasks

Tasks for your teamsalesfollow-upsservice jobs

“I’ll do it later” is where work gets lost. Hamara Tasks turns loose jobs into a simple list the whole team can see — who does what, by when.

“I’ll do it later” is where most work goes to die. A customer wants a callback, a quotation needs sending, a document has to be collected — and it sits in someone’s head until it’s forgotten. Then the customer calls to ask why nothing happened.

Hamara Tasks turns those loose jobs into a simple list the whole team can see. Who has to do what, by when. Nothing floats around. Nothing gets “I thought you were doing it.”

What you can do with it

Make a job in seconds

Jot down what needs doing and it’s on the list, not lost in your head.

Give it to someone

Assign the job, set who owns it, and stop chasing people to remember.

Due dates and reminders

Set the date, get a nudge before it’s late, and nothing slips past quietly.

Tie it to a customer

Link a job to the client or deal it belongs to, so the context is right there.

Everyone knows what they own

Open the list and it’s clear — these are your jobs today, these are overdue, these are coming up. No manager standing over shoulders. People can see their own work and just get on with it.

The follow-up that actually happens

Most sales are lost not because the customer said no, but because nobody followed up. A task with a due date and a reminder fixes that. The job comes back to you at the right time, and the customer hears from you when you promised.

It fits with the rest of your work

Tasks show up on Hamara Calendar, reminders go through follow-up reminders, and a quick “do this” from Hamara Chat becomes a proper job in one step.

Who uses this

Sales teams chasing leads, service teams running jobs, clinics collecting reports, any owner who’s tired of “sorry, I forgot.”

Why choose Hamara CRM?

Make a job fast

Jot down what needs doing and it’s on the list.

Assign it

Give the job to a person and stop chasing reminders.

Due dates & reminders

Set the date, get a nudge before it’s late.

Tied to a customer

Link a job to the client or deal it belongs to.

Frequently Asked Questions

Can I assign tasks to my staff?
Yes, give a job to a person, set a due date, and track whether it's done.
Will it remind us before a task is due?
Yes, reminders go out so jobs don't quietly slip past.
Can a task be linked to a customer?
Yes, attach a job to the client or deal it belongs to.
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