Customer project management

Spreadsheets and disconnected apps do not cut it. Customers expect more.

Salesforce.com
MapAnything
Vidyard
GoCardless
BetterCloud
SES
PatSnap
Arqiva
Wolters Kluwer
OnApp
Greenbits
Patron Technology

Create projects linked to your Salesforce CRM Account, Contact, Opportunities, Cases and more...

We believe keeping everything organised in Salesforce is better than having tasks, projects, customers and everything else strewn across lots of spreadsheets & disconnected apps. The end result being a better experience for your team, less chaos and uncertainty for you, and a much greater perception to your customers.

 

Get smart about Customer Onboarding

Put your team and your customer on the same page, right in Salesforce.
Project - CRM

Projects alongside Salesforce CRM

Create projects linked to your Salesforce CRM Account, Contact, Opportunities, Cases and more.

Project - Templates

Project Templates

Automatically spin up repeatable projects from Salesforce. Your project plan is automatically defined from your template including, role based assignment, dependencies and project schedule.

Project - Reports

Reports & Dashboards

Reports and dashboards provide managers the 10,000ft view. Know who is working on what, which projects are late, which customers are being over or under serviced.

Built on the Salesforce platform. 100% Native.

Runs on Salesforce, the worlds #1 CRM.

Put your team and your customer on the same page, right in Salesforce.

Amazing customers trust Taskfeed everyday

Salesforce.com
MapAnything
Vidyard
GoCardless
BetterCloud
SES