TasqMan combines task management, sales CRM, field visits, proposal maker, and business card scanner in one app. Built for SMB teams tired of juggling five tools (or a spreadsheet) to run delivery, sales, and quoting.

Most teams stitch together a task tracker, a CRM, a field visit log, a quote-writing tool, and manual data entry from business cards. TasqMan replaces all five: assign work, manage leads, log a field visit in one tap, scan a business card into a lead in seconds, send a professional proposal, and track collections — without switching apps.

TASK MANAGEMENT
• Assign tasks with clear owners and due dates
• List view and Kanban board
• Projects with roles and permissions
• Pulse dashboard — see who's overloaded, what's overdue
• File attachments and inline comments
• Automatic deadline reminders and status notifications
• Calendar sync — task due dates on your phone calendar
• Full audit trail

SALES CRM
• Lead capture, import, and pipeline stages
• Customer records with full activity history
• Daily Sales Report (DSR) — reps log visits, calls, and outcomes from the field
• Payments and collections tracking
• Sales targets by rep and team
• Reports: pipeline, team performance, customer, and risk views

FIELD VISITS
• Log a customer visit in one tap — location captured only at that moment
• Attach photos and on-site notes as proof of visit
• Visits auto-link to the lead or customer record
• Managers review, flag, and comment on visits
• Map and list views, filterable by rep, date, and status
• Works offline — visits sync automatically once you're back online

PROPOSAL MAKER
• Create and send professional proposals and quotes in minutes
• Reusable templates and snippets — stop retyping the same pitch
• Proposal catalog for standard offerings and pricing
• Proposals link straight to the lead or customer record

BUSINESS CARD SCANNER
• Scan a business card with your camera to create a lead instantly
• AI-powered capture — name, company, phone, and email auto-filled
• No manual data entry after a networking event or site visit

WHO USES TASQMAN
Founders, sales managers, ops managers, and team leads at agencies, distributors, service businesses, and B2B SMBs — anyone running delivery work and a sales pipeline who doesn't want four subscriptions and four logins.

WORKS WHERE YOUR TEAM WORKS
Field sales reps log a visit, scan a business card, and file a DSR from a customer site. Ops teams update task status from a job site. Send a proposal on the spot. No laptop required.

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SUBSCRIPTION

Tasqman is a web-first B2B platform. Subscriptions are managed at tasqman.com — no in-app purchases. Your workspace owner controls the plan; team members just log in and get to work.

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7-DAY FREE TRIAL

Start your free trial today. Cancel anytime
Every plan includes the full feature set during the trial.

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SECURITY & PRIVACY

→ JWT-secured authentication
→ Tenant-isolated data — your workspace data is never shared
→ Calendar sync is local and on-device only
→ Privacy Policy: tasqman.com/privacy
→ Terms of Service: tasqman.com/terms

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QUESTIONS?

We're a team, and we actually respond.
support@tasqman.com | tasqman.com