Everything you need to run the business

Centralize customer information, contacts and interactions.

• Client records

  Keep company details, contacts, projects and billing history in one place.

• Client contacts

  Maintain multiple contacts per client so the right person is always reachable.

• Client notes & files

  Add notes and documents to client records to preserve important context.

Organize prospects and turn them into paying customers.

• Lead pipeline

  Track prospects as they move through stages toward becoming clients.

• Lead profiles

  Capture company, contact and agent details for every opportunity.

• Lead notes

  Record follow-ups and context that keep your sales process moving.

Plan and manage projects from kickoff to completion.

• Projects & milestones

  Structure work around milestones and track progress at a glance.

• Project files

  Share documents and deliverables directly inside the project.

• Project discussions

  Keep project conversation attached to the work, not scattered in email.

Assign and track work across your team.

• Tasks & subtasks

  Break work into manageable pieces and assign owners and due dates.

• Task comments & files

  Collaborate with comments and attach files where the work happens.

• Labels & categories

  Organize work with labels so tasks stay easy to find and prioritize.

Manage business billing from first quote to final payment.

• Estimates

  Prepare quotes for clients and convert approved estimates into invoices.

• Invoices

  Issue professional invoices with clear line items, taxes and totals.

• Credit notes

  Adjust invoices correctly when amounts change or items are returned.

Track what the business spends and where.

• Expense records

  Log expenses with category, amount, date and attached receipts.

• Expense reports

  Review spending by category and period to understand cash flow.

Respond to customer requests without losing the thread.

• Support tickets

  Capture requests, assign them to the right person and track resolution.

• Ticket replies

  Keep the full conversation context as you help customers.

Understand what is happening across sales, projects and finance.

• Dashboards

  Get a live view of key metrics for your operation.

• Reports

  Sales, expense, task, lead and time reports give you a clear picture.

Work smarter with Rudrai, the intelligent assistant built into AllTask.

• How-to guidance

  Ask Rudrai how to create a client, invoice or project and get clear steps.

• Product knowledge

  Get accurate answers about AllTask features and workflows.

• Contextual help

  Find the right tool for what you are trying to accomplish.