--- title: Taskeo CRM Reviews meta_title: 'Taskeo CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Taskeo CRM works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 1 scale: '5' date_modified: '2025-03-10' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Taskeo CRM Reviews **Vendor:** Taskeo **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 ## About Taskeo CRM Client Relationship Management solution from Taskeo streamlines managing contacts in your company and helps you close more successful deals. With it's advanced functionalities, you can now focus on your best revenue sources. Taskeo's CRM comes with all the standard features your team will love, integrates with external tools and pairs particularly well with Taskeo's email marketing solution. ## Taskeo CRM Reviews ### 1. A simple system that is very useful for the company. **Rating:** 4.0/5.0 stars **Reviewed by:** Susan W. | Information Technology Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2021 **What do you like best about Taskeo CRM?** For us it is a totally new system which has provided very obvious solutions, amplifying marketing through crm, capturing potential users. It is a very advanced system for us that has managed to increase new traffic, in turn, amplify and automate sales and make it much easier for the user and for us, we are happy because each feature or tool they offer us is very similar to others, however it is characterized by partnering with other collaborative tools much faster and boosting its service. **What do you dislike about Taskeo CRM?** Personally, the system has not had a negative point because the tools work and connect very well with the company, however, I believe that the interface should improve although it is somewhat obsolete, it is necessary to offer constant service updates to innovate although it does not affect the functionality of the system is necessary to offer new ideas. **Recommendations to others considering Taskeo CRM:** In short, I recommend the service because it has been very specific in the tools with a very simple system to handle, achieving great results in sales and happy with what has been offered so far, the system has provided us with very clear solutions.And we are happy for that, for that reason we recommend the service. **What problems is Taskeo CRM solving and how is that benefiting you?** This system has specifically allowed us to solve automation problems during sales because with this service we can communicate with the client automatically and carry out the sales process safely and without complications, we have also managed to connect with other collaboration tools to be able to carry out the sale process much simpler As for example the application of Zoho, slack among others and at the same time managing to give technical support through this system is very broad and achieves in an objective way to complete the sales safely. ## Taskeo CRM Discussions - [What is Taskeo CRM used for?](https://www.g2.com/discussions/what-is-taskeo-crm-used-for) - [View Taskeo CRM pricing details and edition comparison](https://www.g2.com/products/taskeo-crm/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+15%3A32%3A54+-0500&secure%5Bsession_id%5D=23d5eeae-4be4-4d13-af40-092e232094a3&secure%5Btoken%5D=b6068c2b446822c8187dc273599b87c00818e91fdd1a9e03429b14c3fc8c3398&format=llm_user) ## Taskeo CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Taskeo CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,304 reviews)