Of the 20 follow-up calls you said you'd make this week, how many
actually happened? If your honest answer is "maybe 12," the
problem isn't motivation — it's that those 20 calls
lived in your head, a notebook, a sticky note, and three WhatsApp
messages. Tasks and activities exist to close that gap — between
what you planned and what actually got done.
Tasks — your daily action list
A task in TatvaCRM is a single action tied to a contact, company, or
deal. It has a title, a due date, a priority, and an owner. That's
it — deliberately simple so your team actually uses it.
Title
"Follow up on proposal" or "Send pricing
deck" — short, specific, actionable. If you can't
tell what needs doing from the title alone, it's too vague.
Due date
Every task gets a deadline. Tomorrow, next Friday, end of month
— whatever makes sense. Tasks without due dates are wishes,
not commitments.
Priority
High, medium, or low. When you have 15 tasks due today, priority
tells you which 5 to do first. High-priority tasks surface at the
top of your list automatically.
Linked record
Every task links to a contact, company, or deal. Click through to
see the full context — past conversations, deal value,
company size — before you pick up the phone.
Overdue tasks show
up in red. Not as punishment — as a signal. When a manager sees
12 overdue tasks on a Monday morning, the conversation shifts from
"how's it going?" to "let's reprioritise these
together." That's the kind of specificity that makes sales
teams better.
Activities — what actually happened
Tasks are what you plan to do. Activities are what you did. Every
interaction with a customer gets logged as one of four types:
Notes
Free-form text for anything that doesn't fit a call or
meeting. Internal observations, research, context for the next
person who picks up this account.
"Spoke to Rajesh at the trade show. Interested in the
enterprise plan but wants a pilot first. Decision by March
end."
Calls
Captures who you called, duration, outcome, and next steps. The
call log becomes proof of effort and a coaching tool for managers.
"15-min call with Priya — budget approved, sending
contract tomorrow. She needs the MSA by Thursday."
Emails
Sent or received emails linked to a contact. See the full
conversation thread without switching to your inbox. Know exactly
what was promised and when.
"Sent revised proposal with 10% volume discount as discussed.
Waiting for procurement team's response."
Meetings
In-person or virtual meetings with date, attendees, agenda, and
outcome. The meeting record ensures that agreements made in a
conference room don't evaporate by Monday.
"Demo with Infosys procurement team (4 attendees). They want
custom fields for vendor tracking. Follow-up demo scheduled for
next Tuesday."
The timeline — a customer's complete story
Open any contact in TatvaCRM and you see the timeline — a
chronological feed of every interaction, newest first. It reads like a
story:
MeetingToday, 2:30 PM
Demo with procurement team. Agreed on pilot scope — 50 users, 3-month trial.
EmailYesterday, 11:15 AM
Sent revised proposal with volume discount. Subject: "TatvaCRM Pilot — Updated Pricing."
CallMonday, 4:00 PM
20-min call with Priya (Head of IT). Budget approved. Needs MSA by Thursday.
NoteLast Friday, 9:30 AM
Met at Mumbai Tech Summit. Interested in enterprise plan. Decision-maker is Priya (Head of IT).
When a new salesperson takes over this account, they don't need a
30-minute handoff meeting. They read the timeline, understand the
context in 2 minutes, and pick up exactly where the last person left
off. That's the power of a shared record — relationships
don't restart every time someone goes on leave.
Your customers don't care about your org chart
They care about continuity. The timeline gives every team member the context to deliver it.
Frequently asked questions
Can I assign tasks to other team members?
Yes. Every task has an assignee field. Managers can create tasks
for their team, and the assignee sees them in their personal task
list. Overdue tasks are visible to both the assignee and the
manager.
Do activities log automatically or do I have to enter them manually?
Emails sent through TatvaCRM are logged automatically. Calls,
notes, and meetings are logged manually — it takes about 30
seconds per entry. The goal is a lightweight habit, not a
paperwork burden.
Can I see all my tasks across all contacts in one place?
Yes. The Tasks page shows every task assigned to you, sorted by
due date. Filter by priority, status, or linked entity. It's
your daily action list — open it in the morning and start
working through it.
Is the activity timeline visible to all team members?
Visibility depends on your role. Owners and admins see everything.
Managers see their team's activities. Members see only their
own logged activities. This is controlled by the RBAC permissions
system — no configuration needed.