CRM tasks, follow-ups and calendar

Turn “I’ll remember” into a clear next step.

Follow-ups become easier to manage when the date, owner and customer live together. K-CRM puts your task list and calendar in the same workspace as your contacts.

A task that tells the whole team what comes next

Set a title and due date, choose a priority and category, and assign the task to a colleague. Link it to a contact or keep it as a general task. Filter open, completed or all tasks by owner, priority and text.

One list. A different perspective.

Your monthly calendar reads the same tasks as the list. Move between months, return to today and open a task to change the details. Completing or reopening a task updates its shared state.

A manageable start to the day

Recent activity shows tasks due today, overdue work and the next steps coming up. Contact records keep their open tasks close to the conversation, so it’s easier to leave a useful next action after a call.

Repeat the process without rewriting it

Workspace admins can save a task track with a name, task titles and day offsets. Apply it to a contact to create the sequence, starting from today and assigned to you. Tracks create internal tasks only; they do not send messages or automatically repeat.

Dates that stay dates

Tasks use calendar dates rather than invented appointment times. The interface follows the calendar on your device. K-CRM is a task calendar, not a replacement for a meeting booking service.

A workspace includes up to 5,000 tasks. See pricing and allowances or explore contact management.