A dedicated module for managing leads, targets, and rep performance — built natively in TasqMan.
Leads, stages, activities, and targets — fully integrated with your existing TasqMan workspace.
Manager dashboard, kanban pipeline, lead detail, rep mobile app — all included.
A phased 8-week delivery plan and clear onboarding steps to get your team live.
Leads scattered across spreadsheets, WhatsApp, and generic tasks. No single view of where every deal stands.
Managers don't know who is on track and who is behind — until it's too late in the month.
Reps lose deals because there's no system reminding them to follow up at the right time.
Studies show sales teams without a structured pipeline tool lose 20–30% of potential deals to follow-up failures and poor stage visibility alone.
The TasqMan Sales Pipeline add-on gives your sales team a structured way to manage leads, track progress, log activities, and stay on top of follow-ups — all within the same TasqMan workspace your operations team already uses.
It is not a complex CRM with hundreds of fields. It is a focused, fast, and mobile-first tool designed for reps who are in the field and managers who need real-time visibility.
Automatic stage history means you can see how long a lead spent at each stage and identify bottlenecks.
Reps must enter the final deal value when marking Won — ensuring accurate revenue reporting.
Price, competitor, no budget, wrong fit — structured lost reasons power your coaching insights.
KPIs at a glance: total target, achieved, attainment %, active reps, conversions this period. Rep performance table.
Visual board by stage. See lead counts and total value per stage. Drag leads between stages. Filter by owner, source, or period.
Full lead list with search. Filter by stage, owner, source, follow-up status. See every lead your team is working on in one place.
Assign monthly/quarterly targets to each rep. Track attainment % live. Target table with progress status chips.
Stage funnel, rep comparison, conversion trend over time, win rate by source, overdue follow-up burden. All with date range filters. CSV export.
Full activity timeline, contact info, value, stage controls, notes. Log calls, meetings, demos, proposals, notes directly on each lead.
Daily working surface for reps. Target progress card, due follow-ups list, quick actions (Add Lead, Log Call, Log Meeting), recent activity.
Stage-filtered lead list. Swipe right to log a call. Swipe left to snooze/reschedule follow-up. Quick stage update inline.
Current period target cards showing achieved vs target, remaining amount, and progress trend. Computed automatically — no manual entry.
Notified when a lead is assigned, when a follow-up is due, and daily digest of overdue follow-ups. Never miss a deal again.
Your reps already use TasqMan mobile for task execution. The Sales add-on adds a dedicated Sales tab — no new app to install or manage.
| Permission | Sales Rep | Sales Manager | Admin / Owner |
|---|---|---|---|
| View own leads and targets | ✓ | ✓ | ✓ |
| Create and update own leads | ✓ | ✓ | ✓ |
| Log activities on own leads | ✓ | ✓ | ✓ |
| View team leads and targets | ✗ | ✓ | ✓ |
| Assign targets to reps | ✗ | With permission | ✓ |
| View rep performance reports | ✗ | ✓ | ✓ |
| View all tenant sales data | ✗ | ✗ | ✓ |
| Bulk reassign / export leads | ✗ | With permission | ✓ |
Every rep's target vs achieved this period, attainment %, and status chip (On Track / At Risk / Achieved / Missed). Sorted so the reps who need attention are at the top — not buried in a spreadsheet.
See how many leads are in each stage and exactly how long they've been sitting there. A lead that's been in "Proposal Sent" for 21 days stands out immediately — no manual digging.
Line chart showing conversions (count + value) week-by-week or month-by-month. Know immediately if this month is tracking better or worse than last, without waiting for month-end.
Which lead source converts best — referrals, walk-ins, campaigns? Which rep has the highest close rate? Double down on what works, coach on what doesn't.
Every lost deal requires a reason: Price, Competitor, No Budget, Wrong Fit, Unresponsive. Reports show the breakdown — so you can fix a pricing problem vs an outreach problem.
A live list of every follow-up that's past due, grouped by rep. Not "sometime this week" — exact leads, exact reps, exact days overdue. Drill into any lead directly from this panel.
Progress bar: achieved ₹X of ₹Y target. Remaining amount. Current status chip. Updated live every time a lead is marked Won.
How many of my own leads are in each stage, with total estimated value per stage. Tap any stage to jump to those leads.
Prioritised list of leads with follow-ups due today or overdue. One tap to log the call or update the lead.
| Metric | What It Tells You |
|---|---|
| Avg. time per stage | Where deals slow down in your funnel |
| Stalled leads | Leads with no activity in X days (configurable) |
| No follow-up set | Leads at risk of being forgotten entirely |
| Win rate by source | Which channels bring the best leads |
| Win rate by rep | Who closes best — coaching data |
| Lost reason breakdown | Price vs competitor vs fit vs ghosting |
| Conversion value trend | Revenue trajectory month over month |
The Sales Pipeline add-on lives inside your existing TasqMan workspace. Your team members, roles, and settings carry over.
Your existing users get sales roles assigned. No new accounts to create — just toggle who is a Sales Rep and who is a Sales Manager.
Reps already using TasqMan mobile get a new Sales tab. Nothing new to install or configure on their phones.
The add-on is only visible and accessible when enabled for your workspace. API, web, and mobile all enforce this — no partial access.
You don't need to export your existing data anywhere. Just enable the add-on and your team can start adding leads immediately.
Configure your default currency (INR/USD/etc.), stale lead threshold, and follow-up reminder timing in Sales Settings.
Add-on gating, permission model, lead entity, activity entity, stage history, fixed pipeline, target entity, computed progress, push notifications for lead assigned and follow-up due, duplicate detection warning.
Web sales overview dashboard, pipeline kanban, leads and targets pages, mobile sales home, mobile lead list and detail with swipe actions, mobile targets page, follow-up reminders, stale lead detection.
Full team reports, funnel with stage aging, pipeline health metrics, win rate by source and rep, overdue follow-up views, CSV export, onboarding flows, lost reason analytics.
Field tracking, custom pipelines, automation, external integrations, territory maps, lead import from CSV/external systems. Not part of the current scope — can be discussed separately.
Your reps already use TasqMan every day for their tasks. Adding another app they're required to open — with a new login and a new interface — means low adoption, incomplete lead data, and a system that's outdated within weeks. The best CRM is the one reps actually use.
A rep closes a deal in the CRM. The delivery task is created in TasqMan. No one links them. A manager can't see from "lead won" to "work assigned" without switching tools and manually connecting the dots. Context gets lost every single time.
Zoho and Freshsales require full data migration, custom field mapping, pipeline configuration, and team training before a single lead can be logged. TasqMan Sales is live in days — your users, your workspace, your settings are already there.
If your team already lives in TasqMan, adding Sales as a module means zero migration, zero retraining, and zero context switching. Your pipeline, your tasks, and your team — all in one place.
| Capability | TasqMan Sales Add-On | Zoho / Freshsales CRM |
|---|---|---|
| Lead pipeline with stage tracking | ✓ Built-in, 7 stages | ✓ Yes, but complex setup |
| Sales targets per rep | ✓ Monthly & quarterly | Add-on or manual in most plans |
| Activity logging (calls, meetings, demos) | ✓ Full activity timeline | ✓ Yes |
| Push notifications for follow-ups | ✓ Built into same app | Separate mobile app required |
| Task management for the same team | ✓ Already in TasqMan | ✗ Separate tool needed |
| Same login, same app for reps | ✓ No extra app | ✗ Another app, another login |
| Duplicate lead warning | ✓ On lead creation | Varies by plan |
| Stage aging visibility | ✓ Funnel + aging report | Advanced plans only |
| Lost reason tracking + analysis | ✓ Structured + free text | ✓ Yes |
| Onboarding time | Days — team already on TasqMan | Weeks to months |
Sign add-on agreement and confirm the number of sales users.
We enable the add-on in your workspace and configure roles.
Live onboarding session with your sales manager — assign targets, add first leads, and go live.