Built-in task manager

Manage your tasks effortlessly with our built-in task manager.
No more switching between apps or forgetting important details.

Whether you need to follow up with a client, schedule a meeting, or send a report, you can create a task in just two clicks right after your communication.

You can find all your tasks in one convenient place in the Tasks section, where you can also track your progress, prioritize your work, and collaborate with your team. Our built-in task manager helps you stay on top of your customer success goals and deliver exceptional service.

Sync with popular task trackers

Sync your existing task trackers with our powerful platform.

Don’t waste time checking multiple services or switching between different systems, simply integrate all your tools into one place and access them from our user-friendly interface.

Whether you use Asana, Trello, Jira, or any other popular task tracker, you can easily connect it with our platform and sync your data in real time. Our platform helps you streamline your work and focus on your customer success outcomes.

Task management

Organize your team’s work with our task management feature.

Create projects, assign tasks to your team members, and monitor their progress and performance. You can also set deadlines, priorities, and dependencies, and get notified of any changes or updates.

Our task management feature helps you ensure that your team is working efficiently and effectively towards your customer success objectives.

Make New Era business with full focus on the clients care with the best partners