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Features

Free CRM Software with All-In-One Business Tools

Task First Automation is free CRM software for small businesses — lead pipeline management, email marketing, appointment scheduling, invoicing, phone dialer, and business automation in one platform. No credit card required.

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50+Features
99.9%Uptime
24/7Support

Lead Management

Track every lead through your complete sales pipeline with visual stage tracking and automation.

8-Stage PipelineVisual pipeline from New to Won with intuitive stage management
Bulk OperationsAssign, update, or delete multiple leads at once
Lead ConversionOne-click conversion to customer with full history
Activity TrackingLog calls, emails, meetings, and notes
Lead ScoringPrioritize leads based on engagement
Source TrackingKnow where your best leads come from
Lead Management
New
Sarah Chen
Mike Ross
Contacted
John Smith
Qualified
Emma Wilson
David Lee
Lisa Park
Won
Alex Turner

Email Campaigns

Send targeted email campaigns to leads and customers with templates, tracking, and automation.

Email TemplatesCreate reusable templates with merge fields
Bulk CampaignsSend to thousands of recipients at once
Send IntervalsNatural timing with random/fixed delays
Open & Click TrackingSee who opens and clicks your emails
Email AutomationsDrip campaigns triggered by events
BYOP IntegrationUse your own Resend/SendGrid provider
Email Campaigns
5,540
Sent
36%
Open Rate
12%
Click Rate
Welcome Series
1,250 sent
Active
Product Launch
3,400 sent
Completed
Re-engagement
890 sent
Draft

Customer Management

Manage the complete customer lifecycle from first contact to loyal advocate.

Status TrackingActive, Repeat, VIP, Dormant, Blocked
Phase ManagementTrack journey from onboarding to renewal
Purchase HistoryComplete orders and lifetime value
SegmentationTag and segment for targeted outreach
Contact ManagementMultiple contacts per customer
Notes & ActivitiesFull interaction history
Customer Management
Acme Corporation
contact@acme.com
Active$12,500
TechStart Inc.
hello@techstart.io
VIP$45,200
Global Systems
info@globalsys.com
Repeat$8,750

Analytics & Reports

Data-driven insights to make better decisions and grow your business faster.

Lead FunnelConversion rates at each stage
Revenue DashboardTrack growth and financial health
Team PerformanceIndividual and team metrics
Top ProductsBest-selling products analysis
Custom Date RangesFilter by any time period
Export ReportsCSV and PDF exports
Analytics & Reports
📈
2,847
Total Leads
💰
$89.5K
Revenue
🎯
32%
Conversion

Team & Organization

Organize your team for maximum efficiency with roles, permissions, and teams.

Multi-CompanyManage multiple companies
Teams & ManagersOrganize users into teams
Role PermissionsGranular access control
Role TemplatesReusable permission sets
Invite SystemEmail-based onboarding
Activity LogsTrack all user actions
Team & Organization
Owner
Manager
Manager
Agent
Agent
Agent
Agent

Invoicing

Create professional invoices, track payment status, and send PDF invoices to clients — all without leaving your CRM.

Professional InvoicesBranded invoices with your company logo
PDF GenerationDownload and send invoices as PDF files
Email DeliverySend invoices directly from the platform
Payment TrackingMark invoices as paid, sent, or overdue
Line ItemsAdd services and products with custom pricing
Invoice ArchiveFull history of all invoices per client
Invoicing
$8,450
Outstanding
12
This Month
94%
Paid Rate
INV-001
Acme Corp
$2,500
Paid
INV-002
TechStart Inc
$1,200
Sent
INV-003
Global Systems
$4,750
Draft

Automations

Automate your sales process with powerful workflows, drip campaigns, and event-based triggers.

Drip CampaignsMulti-step email sequences with delays
Event TriggersAuto-actions on lead/customer events
Email SequencesMulti-step drip campaigns with custom send delays
Conditional LogicIf/then branching based on lead data
Lead AssignmentAuto-assign leads to team members on trigger
Pause & ResumeControl active automations at any time
Automations
12
Active
2.4k
Triggered
89%
Completion
Welcome Drip
New Lead • 5 steps
Active
Follow-up Sequence
Email Opened • 3 steps
Active
Win-back Campaign
Inactive 30d • 4 steps
Paused

Phone Dialer

Make and receive calls directly from your browser. The dialer is available as a separate add-on — subject to compliance review and approval at our discretion.

Browser CallingCall without a desk phone — works from any device
Phone NumbersPurchase and manage virtual phone numbers for your team
Ring GroupsRoute incoming calls to the right team members
Call ForwardingForward calls to any external number
Call LogsFull history of all inbound and outbound calls
Approval RequiredDialer access is granted subject to compliance review
Phone Dialer
24
Calls Today
5:12
Avg Duration
3
Numbers
John Smith
4:32
Completed
Emma Wilson
—
Missed
David Lee
8:47
Completed
Approval required · Add-on

Appointment Scheduler

Let clients self-book appointments online. Create event types, set your availability, and sync with Google Calendar to eliminate back-and-forth emails.

Event TypesCreate booking pages for calls, demos, and consultations
Availability WindowsSet your working hours, breaks, and buffer times
Google Calendar SyncTwo-way sync to prevent double-booking
Booking ManagementView, cancel, or reschedule all bookings in one place
Time Zone DetectionAutomatically adjusts for each client's time zone
Shareable LinksCustom booking link for each event type
Appointment Scheduler
Today — 3 bookings
10:00 AM
Sarah Chen
Discovery Call
Confirmed
2:30 PM
Mike Ross
Product Demo
Confirmed
4:00 PM
Lisa Park
Consultation
Pending
Roadmap

Coming Soon

We're constantly building new features. Here's what's next.

💬Q3 2025

WhatsApp Business

Chat with leads and customers directly via WhatsApp Business API

📱Q3 2025

SMS Campaigns

Send bulk SMS messages to leads and customers from the CRM

🤖Q4 2025

AI Lead Scoring

Automatically prioritize your best leads using machine learning signals

🔗Q4 2025

Integrations Hub

Connect with Zapier, Slack, Google Workspace, and 100+ other apps

🎙️Q1 2026

Call Transcription

Automatic transcription and AI-generated summaries for all calls

💳Q2 2026

Payment Collection

Accept card payments directly from invoices via Stripe

Free to Start

Start free, upgrade as you grow

No credit card required. The CRM is free forever — unlock more with Growth and Scale.

Free
$0/forever

Everything you need to start managing leads

  • 500 leads
  • 3 team members
  • 10 invoices / month
  • Reports & finance dashboard
  • Pipeline management
Get Started Free
Growth — $29.99/mo
$29.99/month

Email, scheduler, website & more

  • 2,500 leads · 5 members
  • Scheduler (5 event types)
  • Website Builder (1 site)
  • 2,000 emails / month
  • Automations & custom domain
See All Plans

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