Getting StartedoverviewFor all · Updated 2026-09-16
Introduction to AllTask
A first look at AllTask CRM — an intelligent CRM and business management platform that brings customers, sales, projects, teams and finance together in one workspace.
alltaskcrmoverviewgetting startedworkspacebusiness management
AllTask is an intelligent CRM and business management platform that brings customers, sales, projects, teams and business operations together in one workspace.
The dashboard, CRM (clients and leads), work management (projects and tasks), finance (estimates, invoices, expenses, payments) and productivity (time tracking, reports).
What you can access depends on the modules enabled for your account and the role assigned to you. Admins manage the workspace; Employees work on clients, projects and tasks; Clients see only what an admin chooses to share.
