Feature Spotlight

Tasks Tied to
Contacts & Deals

Every commitment, follow-up, and deliverable is captured, assigned, and tracked to completion — with full CRM context, workload visibility, and recurring task automation.

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500+
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$97/mo
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What's Included

Everything you need, nothing you don't. All included in every plan.

Task assignments with due dates and priority levels
Link tasks to contacts, deals, or both
Automated task creation via workflow triggers
Overdue task surfacing and automatic escalation
Team workload distribution visibility
Chronological activity feeds per contact and deal
Recurring tasks for weekly check-ins and monthly deadlines
Bulk task actions and batch management
Task completion tracking with analytics
Internal notes and comments per task
Task Kanban View with drag-and-drop status columns
Task Calendar View for visual date-based scheduling
Sortable Task List View with custom columns and filters
Task Reports including completion rates and performance analytics

Why Agencies and Businesses Love This

Full CRM Context

Every task lives alongside the contacts, deals, and workflows it relates to. No more relying on memory, sticky notes, or scattered to-do lists outside your CRM.

Team Accountability & Workload Balance

Managers gain visibility into workload distribution across the team — identify bottlenecks, redistribute work, and ensure no single person is overloaded while others sit idle.

Activity Feed Intelligence

Every call made, email sent, task completed, deal moved, and note added appears in a unified timeline. When a team member takes over an account, they inherit the full context immediately.

Perfect For

Sales Teams

Auto-create follow-up tasks when deals move stages. Recurring tasks handle weekly pipeline reviews and monthly forecasting deadlines.

Account Managers

Track onboarding tasks for new clients with clear assignments. Activity feeds eliminate information silos during account transitions.

Support Teams

Create tasks from customer conversations and track resolution. Overdue tasks surface automatically for manager escalation.

Solopreneurs

Keep a running to-do list tied to your most important contacts and opportunities. Recurring tasks ensure routine but critical activities never get overlooked.

Project Managers

Utilize the Kanban view to manage task stages visually and the Calendar view to ensure project milestones align with team availability.

Operations Leads

Review Task Reports to identify efficiency gaps and use bulk actions to redistribute high volumes of administrative work across the team.

Growtheon vs. Others

See why agencies switch to Growtheon.

FeatureGrowtheonHighLevelOthers
Unlimited Sub-Accounts
All Features Included
No Per-Seat Pricing
Starting Price$97/mo$297/mo$200+/mo
White-Label SaaS
Founder-Led Support
14-Day Guarantee

Frequently Asked Questions

Quick answers to common questions about this feature.

Explore the Growtheon Platform

Growtheon is a HighLevel alternative that unifies your entire growth stack. Manage every lead in the CRM, automate follow-up with the workflow builder, and convert traffic with funnels and websites. Book calls through the calendar, close deals with contracts & eSignature, and monetize with memberships or the learning hub. See how it stacks up against HubSpot, explore the full feature list, or check pricing to get started.

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