Never miss a follow up opportunity again.

Introducing the simple, contact-connected CRM Task Calendar:

CREATE

Create a task. Set the start date and end date.
Choose which contact it relates to, and who owns the task.

REMIND

Set when to be reminded about the task.
Email notifications can be sent to the task owner to remind them that the task is due.

MARK COMPLETE

When done, mark the task complete to simply and easily manage your workflow.

Simple Task Management.

See what's coming up on your calendar, convert more leads. No unprofitable clutter or useless features.

Task List in View (Calendar/Scheduler)

Scheduling tasks is a breeze.

Simply add a new task against a contact, set the dates, notification schedule, and you're done!

Set Dates

Tasks can be scheduled for one time, a time-range or over multiple days.

One-time tasks
Multi-day tasks
Easy-to-use Date-range picker
Set the time of your ZBS CRM Task
Choose which CRM Team Member to assign the task to

Choose Team Member

Choose who is responsible for the task. This makes it easy to filter the task calendar by task owner.

Owners can also be notified that the task date is approaching (by email), prompting them to take action.

CRM Team Members can Own Task
Admin can assign to team
Automatic Email Reminders

Reminders and Task Status

You can control when your CRM team member is notifed. This happens 24 hours before the due date, or an hour before.

If a task is completed early, marking it as complete will stop the email notification being sent.

Manage To-do's
Notifications (optionally)
Task Completion Options

SUPERCHARGE YOUR SCHEDULING:

It's great to get started with the free core of Zero BS CRM, but the true power comes from our extension bundles. We've over 20 Extensions available, allowing you to get paid online, capture leads easily from forms plus much more.

Note: This pricing is pre v3.0 launch.
v3.0 Launches next month and after that these prices will go up.

Freelancer

$129 $259

per year

  • Access to 4 Extensions
    (Inv Pro, Gravity Forms, PayPal Sync, Woo Sync)
  • Basic Support.
  • Single Site License.
  • Access to Slack Community
  • 12 Months Support & Updates

Best Seller

Entrepreneur

$199 $499

per year

  • Access to ALL Extensions
    (and every new release)
  • Priority Support.
  • Single Site License.
  • Access to Slack Community
  • 12 Months Support & Updates
Reseller

$649 $1,299

per year

  • Access to ALL Extensions
    (and every new release)
  • Priority Support.
  • 10 Site License & Rebranding Platform
  • Access to Slack Community
  • 12 Months Support & Updates

Limited Offer Pricing

Lock in your price - Purchase a bundle at this reduced price, and we'll never put your yearly renewal up.

*Prices listed are in USD. All licenses are auto-renewed after one calendar year for continued software updates and support access. All purchases are subject to our terms and condition of use.

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