Tasks Module

Nothing falls
through.

Every agent knows exactly what to do next. No missed follow-ups. No forgotten callbacks. Cowboy CRM assigns, tracks, escalates and reports on every task in real time.

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TASKS COMPLETED TODAY 247 ✓ 94% on time

Live Preview — Task Board (Kanban)

To Do

Call Klaus back

Klaus Weber · EU-Gold

High2:00 PM

Send deposit email

Carlos Ruiz · Facebook

Med4:30 PM

Update profile

Piotr Kowal · Email

LowEOD

In Progress

Demo call prep

Marie Dupont · Affiliate

High3:00 PM

Follow-up call x3

Luca Ferrari · Inbound

Med5:00 PM

Done

Initial call — Ana Ramos

Completed 10:22 AM

Send welcome email

Completed 9:45 AM

Verify docs — Berg

Completed 9:12 AM

Update broker status

Completed 8:50 AM

What's included

Everything the Tasks module does

Agent Task Queue

AI auto-assigns tasks based on agent load and lead priority. Every agent always has an optimized to-do list.

Due Date Tracking

Every task has a deadline. Overdue tasks escalate automatically from agent to team lead to manager.

Priority Levels

Tasks scored by lead value, campaign urgency and conversion probability. High-value leads always first.

Auto-Assign from Lead Events

A lead status change, call logged, or deposit arriving automatically creates the right follow-up task.

Team View

Managers see every agent's full task board. Identify overloaded agents and rebalance in one click.

Completion Rate Reports

Track on-time completion rates per agent. Chronic late patterns surface automatically for coaching.

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Tasks · MAESTRO CRM

Every follow-up automated. Every deadline met.

Automated task creation, smart assignment and escalation tracking. Your team follows up on every lead without a manager chasing them.

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$149

per seat / month

modules included

2 wks

to full deployment

INTEGRATES WITH

Tasks works alongside these modules

One system, one login, no fragmentation

Explore Cowboy CRM

One system.
Every tool you need.

14 integrated modules. One AI intelligence layer. Nothing missing.

LEAD

287ms

AGENT

The AI Brain

Every lead scored across 40+ parameters in real-time. Zero manual routing. Fastest decision engine on the market.

Explore →

    FEATURE
    US
    THEM
  
AI routing✓✗
1 login✓✗
Live reports✓✗

Why Cowboy CRM Wins

Feature-by-feature vs Salesforce, Five9, Genesys & every major CRM. The comparison that ends the conversation.

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$149

Agent/mo

1k leads

$15

1k AI tkn

Pricing

Per agent seat. Per 1k leads. Per 1k AI tokens. Three levers. No hidden fees. No per-module upsells.

Security & Compliance

AWS-hosted. AES-256 encrypted. SOC2 compliant. Daily backups. Full audit trail on every action.

See infrastructure →

2017

2021

2026

Founded

14 modules

$1M+

Our Story

7 years running live call centers. Every feature was earned, not invented. Built in Israel by GNM Group.

Read history →

01Clients & Lead DB
02AI Brain & Routing
03Finance & FTDs

System Guide

Full documentation. Every screen, every button, every module explained for managers, agents and admins.

Open guide →

All 14 Modules

View all →

Clients

CRM core · lead database

Klaus W. · DE

94

Tasks

Agent task management

Call back lead

Send proposal

Finance

Revenue · billing · FTD

FTD Today

$2.4M

Affiliation

Partner tracking · attribution

Partner Rev

+38%

Viki

VoIP · call routing · IVR

IVR → Agent 14

847/hr

Games

Leaderboards · missions · XP

#1 Sarah M.

4,820 XP

Shifts

AI shift builder · scheduling

Users

Roles · permissions · agents

ADMIN

AGENT

MGR

Brokers

Multi-broker intelligence

Best Broker

Alpha FX · 94pts

Reports

Live analytics · KPIs · export

Chat

Internal messaging · threads

Lead #4821 deposited

Sarah → #general

Security

AES-256 · audit logs · RBAC

Sec Score

98/100

Notifications

Alerts · triggers · events

FTD received · €2,400