Every to-do attaches to a contact, a deal, or a project — not floating alone in a separate tasks database. Reminders fire as in-app pings and email notifications. New tasks auto-create when a deal advances a stage, when a call gets missed, or when any of two dozen CRM events happen. One "My Tasks" view shows everything across every record type. No Asana seat, no Todoist subscription, no ClickUp tier.
Included with every plan · Unlimited tasks · No per-seat fees · In-app + email reminders
You finish a sales call and write yourself "Follow up with Marcus next Tuesday." It goes into Asana — or Todoist, or ClickUp, or a sticky note. Tuesday rolls around and the reminder fires, but it's just a string of text. To actually do the follow-up you have to open the CRM, search for Marcus, find the deal, scroll back through the email history, and remember what was promised. The task reminded you to act; it didn't help you act. And you're paying $5 to $25 per seat per month for the reminder.
$7 to $25 per seat per month. Beautiful project boards, dependencies, custom views. Completely disconnected from the customer record. The task says "Follow up with Marcus" — clicking it opens an Asana task page, not the deal page where the actual work lives.
$4 to $8 per seat — or free and chaotic. Fast capture, weak structure. Tasks pile up in flat lists. There's no way to see "every open task tied to deals over $10K" because the task tool doesn't know what a deal is.
Most CRMs technically have tasks — and they're an afterthought. Reminders don't fire reliably, no cross-record "My Tasks" view, no auto-task triggers on deal events. So the team installs Asana on top, and the tasks split into two systems again.
Tasks aren't a separate app bolted onto the CRM — they're a first-class object on every record. Open a contact, a deal, or a project and you see its open tasks inline. Open the My Tasks view and you see everything across every record type, sorted by due date, filtered by entity type if you want. Reminders fire on time. Auto-tasks fire on CRM events.
Every task lives on a contact, a deal, or a project. There is no "floating" task that exists in isolation. When the reminder fires, one click opens the record the task is about — with the email history, prior calls, deal stage, and any other open tasks already loaded. The task is the entry point into the work, not a separate stop.
Set a due date and a reminder time on any task. CrawlSpace fires both an in-app notification (with a count badge in the header) and an email — so you see it whether you're inside the CRM or you're in your inbox triaging the morning's mail. No browser-tab-must-be-open caveat, no mobile-only buzz, no missed reminders.
Open My Tasks and see every open to-do across every contact, every deal, and every project — sorted by due date, with the record name visible on each row. Filter by entity type ("only deal tasks"), by date range ("due this week"), or by tag. The single view replaces the "check Asana, check the CRM, check email" loop you do every morning.
When a deal moves from Discovery → Proposal, CrawlSpace can auto-create the next-step task ("Send proposal", due tomorrow). Configure the rules per pipeline stage once, then forget about it. The team stops dropping deals because someone forgot to write down the obvious next thing to do.
Built-in dialer call ends with no answer? CrawlSpace auto-creates a "Try again tomorrow" task on the contact. Email bounces? "Verify address" task. Form submission with no rep response in 4 hours? "Respond to inbound lead" task. Configure which events trigger which tasks; the system writes itself the to-dos a human would have forgotten.
Each task has a priority (Low / Medium / High / Urgent), an optional due date and time, an assignee, and an optional checklist of sub-tasks. Sub-tasks cover the "this one to-do is actually four steps" case without making you create five separate tasks. Mark sub-tasks done; the parent rolls up automatically when all are complete.
Tasks can be assigned to anyone on the team. The owner gets the reminder; the record's other watchers see it in the activity feed. Reassign in one click — the new owner picks up the in-app and email reminders going forward. Useful when a rep goes on vacation or a deal gets handed off mid-cycle.
Tasks aren't a separate database — they share the same record graph as deals, contacts, projects, calls, emails, and meetings. So "every open task on deals over $25K" is a real query. So is "every contact who hasn't been touched in 30 days but has an open task." Reports tie task completion to deal velocity, response time, and team load.
No separate task app to install. No separate notification system to configure. The CRM you already use to track the customer is the same place the to-do lives.
From any contact, deal, or project, click "New Task." Title, due date, optional priority, optional sub-tasks, optional assignee. The record is auto-linked. Save in three seconds.
Many tasks create themselves: deal-stage advance, missed call, bounced email, overdue invoice. Configure the trigger rules once; the system writes the to-dos a human would have forgotten.
At the reminder time, you get an in-app notification with a header badge count and an email with the task title and a one-click link to the record. Snooze, complete, or jump to the record from either surface.
Morning view: everything due today, plus overdue from prior days, sorted by priority. Each row shows the task and the record it belongs to. One click takes you to the record with the task open and the prior context loaded.
The record loads with the task highlighted, the email history visible, the deal stage shown, the prior call recordings linked. You make the call, send the reply, advance the deal — all without leaving the page.
Hit Done. The task moves to the record's history. If completing the task advances the deal stage, the next-step auto-task creates itself on the spot. The flywheel keeps turning without manual to-do entry.
Most task tools are excellent at lists and oblivious to your customers. Most CRMs treat tasks as a checkbox feature. We do both like they belong together — because they do.
| Capability | CrawlSpace | Asana | Todoist |
|---|---|---|---|
| Tasks attached to CRM records (contact / deal / project) | ✅ Native — first-class link | ❌ Standalone task DB | ❌ Standalone task DB |
| One "My Tasks" view across every entity type | ✅ Built in | ⚠️ Within Asana only | ⚠️ Within Todoist only |
| In-app + email reminders both fire | ✅ Both, every task | ✅ Yes | ✅ Yes (paid tier for email) |
| Auto-task on deal-stage advance | ✅ Native | ❌ Not aware of deals | ❌ Not aware of deals |
| Auto-task on missed call / bounced email | ✅ Native | ❌ N/A | ❌ N/A |
| Sub-tasks with parent rollup | ✅ Yes | ✅ Yes | ✅ Yes |
| Assignee + reassignment + watchers | ✅ Yes | ✅ Yes | ⚠️ Limited collaboration |
| Cross-query: "open tasks on deals over $25K" | ✅ Native query | ❌ Not possible | ❌ Not possible |
| Reports: completion rate, response time, overdue | ✅ Built in | ⚠️ Higher tier | ❌ Not available |
| Per-seat pricing | ❌ Flat $29.95/mo | ✅ $10.99-$24.99/seat/mo | ✅ $4-$8/seat/mo |
| Includes the rest of the CRM | ✅ Deals, quotes, contracts, dialer, calendar | ❌ Project tool only | ❌ Task tool only |
| Starting price | $29.95/mo total | $10.99/mo per seat (Starter) | $4/mo per seat (Pro) |
Same task management. Tied into the records the work is actually about. One flat price for unlimited tasks + the rest of the product.
A task is a promise about the future of a customer relationship. Putting that promise in a separate tool means the moment the reminder fires, you have to context-switch to fulfill it. The friction shows up as missed follow-ups, dropped deals, and customers who think you forgot about them. The cure is to put the to-do where the customer already lives.
Every task that opens directly into the deal it's about saves 15-30 seconds of search-and-orient time. Across a team doing 40 tasks a day, that's 20+ minutes per person reclaimed daily — and far more importantly, it removes the cognitive friction that causes follow-ups to be skipped entirely.
The deals that die quietest are the ones where someone moved a card to "Proposal" and never wrote the next-step task. With auto-task rules, the next step writes itself. The pipeline keeps moving without depending on rep discipline.
Most teams check email, the CRM, and the task tool every morning. My Tasks consolidates the third stop into the second one. The 30 seconds you saved daily turn into a clearer head about what actually has to get done today.
A 5-person team on Asana Starter is $660/year just for tasks. On Todoist Pro it's $240. We bundle tasks — and the rest of the CRM — for one flat $29.95/month. The savings pay for the trial in week one.
Tasks built into the CRM means the to-do isn't a context-free reminder — it's a step in the flow of the relationship the task is about.
Tasks tied to the deals they advance. Rep opens My Tasks at 8:30 AM and sees 11 items due today, each tagged with the deal name and stage. One click opens the first deal with the task highlighted, prior emails and call recordings already loaded. Rep knocks out the call, marks the task complete, the deal advances to "Proposal," and the next-step task auto-creates for tomorrow. Repeat ten times. Day done by lunch.
Tasks tied to customer accounts. CSM owns 60 active customers. After every QBR, two follow-up tasks attach to the customer record (send recap, schedule next check-in). The QBR meeting completion auto-creates a "Schedule next QBR in 90 days" task. My Tasks shows everything sorted by customer health score, so the at-risk accounts surface to the top of the day.
Tasks tied to scheduled jobs. Dispatcher creates a job (project record), assigns a tech, attaches three tasks: confirm appointment 24 hrs prior, complete site checklist on arrival, log outcome and photos before leaving. Reminders fire to the tech's phone at the right moments. Sub-tasks on the checklist roll up to the parent. Dispatcher's My Tasks view shows every open job in priority order.
CrawlSpace CRM gives you tasks tied to every record, in-app + email reminders, auto-task triggers, deals, quotes, contracts, calendar booking, lead search, email sequences, a built-in dialer, inventory, invoicing, project management, and 27+ reports — all for less than two Asana seats. Same flat $29.95/month. No per-task fees, no per-seat charges, no upsell tiers.
$29.95/month · Cancel anytime · Works on day one · Unlimited tasks