Solutions

One platform for every kind of business

AllTask is built around real operating models — here is how it fits the way your business works.

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For businesses moving from spreadsheets to something structured.

Small & Growing Businesses

Run customers, sales and daily operations from one platform instead of juggling tools and files.

Typical challenges

Customer details and quotes scattered across spreadsheets and email
No single view of what the team is working on
Invoices and expenses tracked in different places

What changes with AllTask

One workspace for contacts, sales, projects and billing
Clear dashboards for day-to-day decisions
A professional workflow as the business grows

Modules that matter

Solution 1 of 5

CRM
Work Management
Finance
Productivity

For teams that need to manage leads and close customers.

Sales Teams

Manage leads, opportunities and customer relationships with a clear pipeline and full context.

Typical challenges

Leads followed up inconsistently across the team
No shared history of customer interactions
Hard to see which deals are moving and which are stuck

What changes with AllTask

A structured lead pipeline everyone can see
Complete client records before and after the sale
Conversion into invoices and renewals in the same place

Modules that matter

Solution 2 of 5

CRM
Work Management
Finance
Analytics

For businesses that sell their time and expertise.

Service Businesses

Manage clients, projects, tasks and billing without losing track of who owes what.

Typical challenges

Work scattered across clients, projects and messages
Time spent but never reliably billed
Invoicing disconnected from the work delivered

What changes with AllTask

Client work organized by project with tasks assigned
Time tracking that feeds into reports
Estimates and invoices issued straight from the work

Modules that matter

Solution 3 of 5

CRM
Work Management
Finance
Productivity

For organizations delivering projects end to end.

Project-Based Businesses

Connect projects, teams, tasks and customers so delivery stays on track.

Typical challenges

Project status hidden in long email threads
Tasks, files and notes living in separate tools
Billing milestones disconnected from project progress

What changes with AllTask

Milestones and tasks with clear owners and due dates
Files and discussions attached to the right project
Finance linked to delivery with estimates and invoices

Modules that matter

Solution 4 of 5

Work Management
Communication
Finance

For teams managing multiple clients and projects at once.

Agencies

Handle many clients and projects side by side without anything falling through the cracks.

Typical challenges

Portfolio of clients each with their own projects and deadlines
Team capacity and task ownership unclear
Billing per client is slow and error-prone

What changes with AllTask

A portfolio view that keeps every client organized
Task and team management across all active projects
Client-level estimates, invoices and payments

Modules that matter

Solution 5 of 5

CRM
Work Management
Communication
Finance

Not sure which fit is right?

Talk to the AllTask team about how the platform maps to the way your business operates.

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