Task Navigator for FreshSales

Do your Account Executives live their lives by Assigned Tasks in FreshSales?

Transform your FreshSales CRM into a productivity powerhouse with Task Navigator for FreshSales - the essential task management enhancement that saves sales teams 5+ hours every week.

Optimized and designed especially for EdTech, here's why FreshSales users NEED Task Navigator:

• While FreshSales CRM excels at contact and deal management, its native task interface can feel scattered and time-consuming.
• Task Navigator bridges this gap by providing a unified, intelligent task command center that integrates seamlessly with your existing FreshSales data.

Unified Task Dashboard

• See ALL tasks in one intelligent view - open, overdue, due today, and completed. No more clicking through multiple screens or losing track of follow-ups.
• Our numbered task system with bulk operations lets you process 10+ tasks in the time it used to take for one.

Lightning-Fast Task Creation

• Add tasks with associated contacts in seconds using our smart contact search.
• Auto-populated fields and intelligent due date suggestions come standard.

Integrated Email Workflow

• Send personalized emails directly from any task's view with built-in email suite.
• Use contact search for TO/CC/BCC fields, customizable templates, and more.
• No more tab switching between FreshSales and Gmail or Outlook.

AI-Ready Context Generation

• Generate comprehensive contact context with one click.
• Our AI Context Generator compiles contact information, recent activities, task history, and deal status into clipboard-ready summaries perfect for ChatGPT or Claude-powered email personalization.

360° Contact Intelligence

• Access complete contact history without leaving your task view.
• See all notes, communications, related tasks, and activities in our innovative collapsible navigation system.
• Make informed decisions with full context at your fingertips.

Dark Mode Functionality

• Reduce eye strain during those long prospecting sessions with our carefully designed dark theme.
• Seamlessly switch between light and dark modes to match your environment.

  Perfect For:

  - Sales Teams drowning in follow-up tasks who need better organization

  - SDRs and BDRs managing high-volume outreach campaigns

  - Account Executives juggling multiple deals and touchpoints

  - Sales Managers wanting visibility into team task completion

  - Anyone who thinks "FreshSales is great, but task management could be better"

Questions? admin@hipnopaideia.com