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GO1 CRM

Task, Meeting & Schedule Tracking

GO1 CRM enables businesses to manage tasks, schedule meetings, track customer interactions, and stay on top of follow-ups with a mobile-first Android CRM and web access.

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Mobile & web lead capture

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Live lead status tracking

Quick lead conversion

Android CRM for field teams

GO1 CRM

Task & Meeting Management Software GO1 CRM

Cloud-based task and meeting management software to track follow-ups, customer interactions, and daily sales activities from web and mobile.
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Centralized tasks & follow-ups

Smart meeting scheduling

Real-time activity tracking

Mobile-first productivity

Real-Time Updates

All-in-One Task & Meeting Management CRM Software

GO1 CRM empowers sales and field teams with powerful sales activity tracking software, helping them manage leads, customers, deals, tasks, and follow-ups in real time.

Centralized task & schedule management

Real-time meeting and call tracking

Improved team productivity

Better customer communication

Frappe Framework

What Is Task & Meeting Management Software in CRM?

Task, meeting, and communication management in GO1 CRM helps businesses plan, track, and execute daily sales and service activities without missing follow-ups or commitments.

With Go1 CRM, you can

Create and manage tasks with priorities and deadlines

Schedule meetings, calls, and follow-ups

Track meeting agendas, attendees, and outcomes

Maintain a complete activity timeline per customer

All activities and communications are centralized, ensuring timely execution, accountability, and better customer engagement.

Frappe Framework

What Is Task, Meeting & Communication Management in GO1 CRM?

Task, meeting, and communication management in GO1 CRM helps businesses plan, track, and execute daily sales and service activities without missing follow-ups or commitments.

With Go1 CRM, you can

Create and manage tasks with priorities and deadlines

Schedule meetings, calls, and follow-ups

Track meeting agendas, attendees, and outcomes

Maintain a complete activity timeline per customer

All activities and communications are centralized, ensuring timely execution, accountability, and better customer engagement.

Features Highlights

Key Task, Meeting & Communication Capabilities

GO1 CRM’s mobile app empowers sales and field teams to manage leads, customers, deals, tasks, and sales orders in real time, enabling faster follow-ups, better pipeline visibility, and seamless customer engagement from anywhere.

The building block for structured data in Frappe

Modules and controller

Object Relational Model

Customizing DocType

Virtual DocType

Permissions

Clean, fast, and easy app navigation.

Forms

Views

Workspace

Reports

Navigation

User and Permissions

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Manage users and define access with precision

Role based permissions

Field level control

User permissions

Customisation

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Tailor your system without writing code

Custom reports

Custom UI

Webhooks

Custom scripts

Create custom apps

API and  Integrations

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Smooth data exchange across platforms, made easy

REST API and RPC

OAuth

Low code No code

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Build powerful apps with little to no coding.

Emails

Workflow builder

Webforms

Notifications

Workspace

Print formats

Assignment & comments

Deployment

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Deploy your apps your way, with zero hassle

Deployment and multitenancy

Task card with priority, due time, and actions.

Task Management Software

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Plan and track daily tasks with priority levels, due dates, and completion status.

Task prioritization (High, Medium, Low)

Due date and reminder alerts

Mark complete or reschedule instantly

Meeting card with priority, date, and actions.

Meeting Scheduling Software

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This meeting scheduling CRM helps teams schedule meetings with clear agendas, time slots, and participant tracking to improve meeting outcomes.

Meeting date, time & duration tracking

Agenda and discussion points

Attendee management with status

Follow-up task with priority and schedule.

Call & Follow-Up Tracking

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This follow-up management CRM helps teams log calls, schedule reminders, and manage customer follow-ups efficiently.

Today & missed call tracking

Follow-up reminders

Complete call history

Today’s tasks list with time slots.

Daily Activity Tracking

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View tasks, meetings, calls, and follow-ups in a single daily schedule view.

Today’s tasks and meetings view

Missed and upcoming activities

Better time and workload management

Template cards for email and message content.

CRM Communication Tools

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Send consistent and personalized communication using predefined templates.

Email templates for follow-ups & updates

Personalized messaging for customers

Consistent brand communication

Activity timeline with calls, emails, and meetings.

Sales Activity Timeline

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Track all activities related to a customer, deal, or order in one unified timeline.

Tasks, meetings, calls & notes in one view

Improved team coordination

Clear activity ownership

Design feedback note showing summary, author, and date.

Mobile Task Management App

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GO1 CRM works as a powerful mobile CRM app for sales teams, enabling field teams to manage tasks, attend meetings, and log activities on the go.

Access schedules anytime, anywhere

Update task status instantly

Log meeting notes in real time

Why Choose GO1 CRM Task Management Software
All-in-one task and meeting management CRM for sales teams and field executives.

Mobile Sales Management

Manage leads, deals, and sales orders directly from your mobile CRM app.

Faster Sales Follow-Ups

Respond instantly to leads and customers with real-time updates.

Higher Team Productivity

Track tasks, meetings, and activities with clear ownership.

Instant Customer Access

View customer profiles, interactions, and sales history anytime.

Mobile-Friendly CRM UI

Simple, intuitive, and optimized for seamless mobile use.

Secure Cloud CRM Access

Access CRM data securely with real-time cloud synchronization.

Who Needs Task & Meeting Management CRM Software?
Designed for Sales Teams, Field Executives & Businesses Needing Structured CRM Task Management

Sales & marketing teams

Field sales professionals

Service-based businesses

SMEs and growing enterprises

Companies transitioning from spreadsheets to CRM

Sales and account management teams

Field sales professionals

Service and support teams

SMEs and growing enterprises

For teams modernizing planning

Sales & marketing teams

Field sales professionals

Service-based businesses

SMEs and growing enterprises

Companies transitioning from spreadsheets to CRM

Faq's

Common Questions & Answers

Get the clarity you need with these commonly asked questions.

What is task management in CRM?

Task management in CRM helps teams create, assign, and track daily sales and service activities in one centralized system. GO1 CRM functions as a powerful CRM task management software, ensuring deadlines, priorities, and follow-ups are never missed.

Does GO1 CRM support meeting scheduling?

Yes, it allows meeting scheduling with agendas and attendees.
Can I track sales activities in GO1 CRM?
Yes, GO1 CRM offers a mobile-first Android CRM app.Yes. GO1 CRM works as a sales activity tracking software where you can monitor tasks, calls, meetings, and customer interactions in real time.

How does GO1 CRM help with follow-up management?

Yes. GO1 CRM offers a mobile CRM app for sales teams, enabling task updates, meeting tracking, and follow-up management on the go.
Is GO1 CRM available as a mobile app for sales teams?
Yes. GO1 CRM offers a mobile CRM app for sales teams that allows users to manage tasks, schedule meetings, update activities, and track customer interactions on the go.
Is GO1 CRM cloud-based?
Yes. GO1 CRM is a secure cloud-based CRM software accessible from web and mobile devices.
Is GO1 CRM suitable for small businesses?
Yes. GO1 CRM is ideal for SMEs and growing teams looking for structured task and meeting management software.
How do I get started with GO1 CRM?
You can request a demo from Tridots Tech to implement and customize GO1 CRM for your sales and service workflows.

Ready to Streamline Tasks, Meetings & Communication with GO1 CRM?

Book a Free Demo of GO1 CRM and simplify your task and meeting management today.

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