Task Management

Keep your team accountable for every follow-up, escalation, and customer request.

The problem

What usually goes wrong

Follow-ups get promised and then forgotten because there's no shared system tracking who owes what to which customer.

The SHUBECCHA way

How Task Management solves it

SHUBECCHA turns every customer commitment (a callback, a quote, a complaint) into a tracked task assigned to a team member, with reminders until it's closed.

Benefits

Why businesses use this

✓Nothing falls through the cracks between team members
✓Clear accountability for every customer commitment
✓Automatic reminders for overdue tasks
✓Visibility for managers across the whole team

How it works

Up and running in four steps

Tasks are created manually or automatically from customer interactions

Assign to a team member with a due date

Reminders escalate if a task is nearing or past due

Managers get a live view of open, overdue, and completed tasks

Common questions

Can tasks be created automatically?+

Yes. For example, a missed call or an unresolved chat can automatically create a follow-up task.

Can I see overdue tasks across my whole team?+

Yes, a manager dashboard shows task status across every team member and branch.

Does this replace our existing project tool?+

It's built specifically for customer-facing follow-ups, and works alongside general project management tools.

See Task Management in action

Explore more

Related features

Customer DatabaseOne record for every customer relationship: purchases, preferences, milestones, and every conversation in one place.

Lifecycle AutomationBirthday wishes, service reminders, renewal alerts, and festive greetings that trigger themselves, on time, every time.

Communication ChannelsReach every customer on the channel they actually use: WhatsApp, SMS, RCS, Email, Voice, OBD, and IVR.