Tasqman

TasqMan combines task management, sales CRM, proposal maker, and business card scanner in one app. Built for SMB teams who don't want four separate subscriptions to run delivery, sales, and quoting.

See who owns what, when it's due, and what's overdue — for internal work, your sales pipeline, and every proposal you send.

TASK MANAGEMENT
• Task assignment with owners and deadlines
• List view and Kanban board
• Projects with roles and permissions
• Pulse dashboard for team workload
• File attachments and inline comments
• Automatic deadline reminders and status notifications
• Calendar sync to iPhone Calendar
• Full audit trail

SALES CRM
• Lead capture and pipeline stages
• Customer records with activity history
• Daily Sales Report (DSR) for field reps
• Payments and collections tracking
• Sales targets by rep and team
• Pipeline, team, customer, and risk reports

PROPOSAL MAKER
• Build proposals and quotes from reusable templates and snippets
• Proposal catalog for standard offerings and pricing
• Proposals linked to the lead or customer automatically

BUSINESS CARD SCANNER
• Scan a business card to create a lead instantly
• AI-powered — auto-fills name, company, phone, and email
• Skip manual data entry after networking events and site visits

Built for founders, sales managers, ops leads, and service businesses who run delivery, sales, and quoting from the same team.

Works fully on mobile — field reps and ops teams don't need a laptop.

Need help? Contact support@tasqman.com