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    Communication & Outreach

    Sales Task Boards

    Run follow-up workflows in board, calendar, and table views without leaving the CRM.

    What's included

    Core capabilities delivered by Sales Task Boards inside HelloGrowthCRM.

    Kanban, table, calendar, and chart views
    Task ownership, due dates, and stage-linked workflows
    Sub-items, comments, and time tracking in one workspace
    Built-in activity feeds for manager visibility

    Why Sales Task Boards matters

    Run follow-up workflows in board, calendar, and table views without leaving the CRM. This capability is part of the Communication & Outreach category — calling, messaging, email, chat, and attribution tools that help revenue teams engage leads without leaving the crm.

    Category

    Communication & Outreach

    9 capabilities

    More in Communication & Outreach

    Explore the other 8 capabilities in this category.

    Built-in Phone Dialer (Twilio-Powered)

    Make and receive calls directly inside the CRM with automatic logging and real-time call status tracking.

    AI Voice Agent (ElevenLabs + Twilio)

    Deploy AI voice agents for real-time two-way conversations that qualify leads and handle follow-up at scale.

    Cold Call Campaigns

    Queue large outbound calling campaigns with staggered execution, monitoring, and AI-assisted scripting.

    SMS Messaging

    Send one-off or bulk SMS from lead profiles with templates, variables, and delivery-safe formatting.

    WhatsApp Integration (Meta Cloud API)

    Send WhatsApp messages, templates, and attachments from leads and tasks using Meta's official Cloud API.

    Email Integration

    Send, track, and manage email inside the CRM with templates, AI drafting, and full timeline history.

    Web Chat Assistant (Visitor Widget)

    Add a public-facing, RAG-powered chat widget to answer questions, qualify visitors, and convert leads.

    Smart Lead Capture

    Automatically capture attribution, referrer, device, and landing-page data whenever a new lead is created.

    Explore all feature categories

    HelloGrowthCRM includes 73 capabilities across 14 categories.

    AI & Intelligence8
    Lead Management11
    Analytics & Reporting5
    Documents & Contracts4
    Automation4
    Integrations2
    Customization3
    Productivity & Work Management5

    Ready to use Sales Task Boards?

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    ← Back to Communication & Outreach · All feature categories · Pricing

    About HelloGrowthCRM

    HelloGrowthCRM is an AI-powered CRM platform built for small business sales teams. It combines contact management, deal pipeline tracking, AI lead scoring, a built-in dialer, WhatsApp and SMS messaging, email automation, and sales forecasting — all in a single workspace. Teams can start free or upgrade to a fully managed RevOps service where specialists run follow-up, pipeline hygiene, and weekly reporting on their behalf.

    Unlike traditional CRM software that charges extra for AI, calling, and automation, HelloGrowthCRM bundles those capabilities into every paid plan. The platform is used by B2B sales teams, consulting firms, SaaS startups, real estate agencies, and service businesses across the United States and India.

    How It Helps Sales Teams

    Most small sales teams lose revenue because leads go cold, follow-ups are inconsistent, and pipeline data is unreliable. HelloGrowthCRM addresses these problems by automatically scoring inbound leads with AI, routing them to the right rep, triggering follow-up sequences, and surfacing deal risk before opportunities are lost. Managers get real-time dashboards and weekly forecasts without rebuilding reports in spreadsheets.

    The optional Managed RevOps service goes further — a dedicated team of revenue operations specialists operates inside your HelloGrowthCRM account, handling everything from lead triage to pipeline cleanup and rep coaching. Teams on the Growth Engine plan typically see a measurable improvement in speed-to-lead and contact rate within the first 30 days.

    Helpful Resources

    Explore the full feature list to see every capability, or compare HelloGrowthCRM against HubSpot, Salesforce, and Pipedrive. The CRM and RevOps blog publishes weekly guides on lead management, sales automation, and pipeline strategy. Free interactive tools — including the CRM ROI calculator, lead scoring calculator, and pipeline health score — help teams benchmark performance before choosing a CRM.

    Pricing starts free with no credit card required. View pricing plans, start a 14-day trial, or book a live demo to see the platform in action. Questions? Contact the team or visit the developer docs.