Shifton - Task Management and CRM Features

Flexible checklists, automatic or manual assignment of tasks

Free plan

If you use only basic functions and have less then 100 active employees

Task Management System

Get the job done with our task management system. Create tasks, assign them to customers or employees during their shift, or allow them to pick the following tasks they do. Each task can contain checklists to ensure even better service.

Mini-CRM for client management

Manage customers within our system, add custom fields, manage addresses, and more. No toll required. Our system also has many integrations to offer if you already use something out there.

Custom client and task fields

Every business varies and may require diverse data to be stored. For that, Shfifton allows you to customize fields attached to clients and tasks, giving maximum flexibility to you.

Flexible checklists to ensure proper workflows

Ensure high-level service, create upscale opportunities, and more with our powerful checklist feature. Create checklists and attach them to tasks that will not be considered fulfilled until employees mark everything completed on the list.

Automatic or manual tasks assigned to employee or team

You can assign tasks automatically to shifts based on estimated task duration and time available on shift, or you can give employees the alternative to pick up the next job they do on their own.

Additional integrations to your current task management tool*

Using another task management tool already, but want to unleash the full power of shift assignment? No problem, we have a solution for that as well. With a mix of integrations into popular task management tools, you can link both systems to work at their best for you.

* Function being developed

Try for free NOW Back to Features page

Frequently asked questions

What does task management software do?

Modern and convenient task management software allows you to perform routine processes much faster and more productively. With its help, you can distribute tasks among employees, monitor the success of their implementation, time spent on work, and other indicators. With the help of the program, you can set up automatic tasks that will be received by an employee or the entire department on a regular basis, which takes this process off the manager's shoulders. If templates and automatic task creation do not suit you, you can always create a task manually by making just a few clicks and assigning a responsible person.

Why is task management software important?

Nowadays, large companies need to learn how to manage time properly and save time on assignments that can be automated. Shift scheduling belongs to the list of such tasks. Thanks for using task management app, the efficiency of the team increases as managers can track in detail what each employee is doing.

How do I manage tasks for my services company?

You can also use tools to assign responsibility for tasks and monitor their efficiency. Shifton has a version for this purpose, which includes all the functionality you need for this process. You can use the tools that will make your work management more effective and get good results. It can be installed on a phone, integrated with other tools.

What is field service management?

Some businesses operate not only within a particular office or company, but also outside of it. Typical examples would be repair or maintenance companies, as well as customer support, etc. Managing such processes involves organizing them and make sure they have the right personnel to carry them out. For this purpose, managers and supervisors use field service management software. They conveniently plan all future offsite activities to be performed by employees there.