Task management tied to contacts and deals — from $149/year.
WordPress Task Management That Lives With Your Contacts and Deals
Auto Form CRM ships a complete task system with list and calendar views, 5 task types, 3 priorities, and 8 workflow triggers. Every task links to a contact or a deal, lives on their record, and fires automation when it completes. One flat price per site, not per user.
- WordPress-native
- Unlimited tasks
- Unlimited users
- Linked to contacts and deals
- Every feature, every tier
Tasks
Send Acme renewal proposal
Call Sarah about Q3 contract
Follow up after demo — Acme
Review contract — Johnson Co
Kickoff prep — Lisa Park
A Task Without a Contact Is Just a Reminder
You're running a service business. A consultancy. An agency. A freelance shop. A sales team. The work isn't fundamentally about tasks — it's about people. Follow up with Sarah about the renewal. Send the proposal to Acme. Call the prospect who downloaded the guide last week. Every task you create exists because someone is on the other end of it.
Most teams solve this with two tools. Asana, Monday, ClickUp, or Todoist for tasks. HubSpot, Pipedrive, or Salesforce for contacts. The two systems don't talk to each other. A task in Asana about Sarah's renewal has no link to Sarah's contact record. When Sarah replies to your email, your CRM updates her record but Asana never knows. When you complete the task in Asana, HubSpot has no idea the call happened.
The pricing model makes it worse. Asana Business is $13.49 per user per month. Monday Pro is $12 per user. Pipedrive Advanced (where the workflow automation lives) is $34 per user. A five-person service team running Asana + Pipedrive is paying over $230 a month just for those two tools. A year later, that's $2,800 — for the privilege of stitching them together with Zapier on top.
Auto Form CRM puts your tasks where they belong: tied to the contact who matters, linked to the deal that drives revenue, visible on every record, automatable through 8 native workflow triggers.
One CRM. One database. One flat price per site, not per user.
Four Things You Won't Find in a Standalone Task Tool
Tasks tied to contacts and deals
Every task can link to a contact, a deal, or both. The task appears on the contact’s record and the deal’s record. Open Sarah’s contact and every open task tied to her shows in a dedicated widget — count visible, completion checkbox right there, no clicks to navigate. Asana, Monday, and Todoist don’t do this. They were built as standalone tools. Auto Form CRM was built as a CRM where tasks are first-class.
Two views, one task list
Some operators think in lists. Some think in calendars. Auto Form CRM ships both. A sortable, filterable List view with checkboxes, completion toggles, type pills, priority dots, and status badges. A Month/Week/Day Calendar view with the current day highlighted, a contextual selected-date sidebar, and an aggregated count of items per day. Switch with a toggle. Same data, different mental model.
8 workflow triggers tied to task events
Task Created, Completed, Overdue, Updated, Status Changed, Assigned, Reopened, Deleted — all available as workflow triggers. Task completes? Send a thank-you email, update the contact’s lifecycle stage, advance the linked deal. Task goes overdue? Notify the assignee, escalate to the manager, log it on the record. Most task tools require Zapier glue. Auto Form CRM does it natively.
Per-site pricing, not per-user
Personal at $149 a year covers one site with unlimited users and unlimited tasks. A five-person service team that costs $1,400 a year on Asana + ClickUp for task management alone? On Auto Form CRM, the cost is $149 a year flat. Add a sixth team member? Still $149.
Every Task You Need to See, Filterable in Five Clicks
A sortable, filterable table with everything you need to see at a glance and nothing you don't — task title, type pill, contact, due date, priority dot, and status badge.
Five status filter tabs
All Tasks. My Tasks. Pending — with a live count. Completed — with a live count. Overdue — for tasks past their due date. The counts update automatically as tasks are created, completed, or marked overdue.
Live search and dropdown filters
A search box filters by free text. A priority dropdown narrows to Low, Medium, or High. A type dropdown filters by Call, Email, Meeting, Todo, or Follow-up. Combine all three — high-priority calls about renewals — and the list narrows to exactly what you need.
One-click completion
A circle to the left of every task is the completion toggle. Click once: the circle fills, the title strikes through, the badge flips from blue Pending to green Completed, the tab counts update, and any Task Completed workflow fires immediately. One click, full automation chain.
Bulk selection
A header checkbox selects all. Per-row checkboxes select individually. Multi-select is wired up for batch operations across your task queue.
A Calendar That Knows About Tasks AND Meetings
Some operators don't think in lists. They think in days. One toggle in the top-right switches the list for a full calendar that tracks tasks and meetings together.
June 2026
Sat, Jun 13
Today · 2 items
10:00 AM · Task
2:30 PM · Meeting
Month, Week, and Day granularity
A segmented toggle in the dark calendar header switches between Month for the big-picture plan, Week for the seven-day operational view, and Day for hour-by-hour focus.
Today, always one click away
A Today button jumps you back to the current day from anywhere. The current day is highlighted with a pink-tinted cell, a dark date badge, and a clear TODAY label so you can’t lose your place.
The selected-date sidebar
Click any date and a sidebar shows every task and meeting scheduled for it. Empty date? A clean empty state prompts you to create one in context with New Task.
Aggregated by day, filter by type
Every date cell shows a count of items scheduled. A stats strip shows totals for the view. An All Items filter narrows to tasks only, meetings only, or both together.
Five Task Types Built for Real CRM Work
Each type has its own icon, each is filterable independently, and each can drive distinct workflow automation. "Fire this automation when a Follow-up task is completed" is a real workflow you can build.
Call
A phone call task. Outbound sales, customer success check-ins, support callbacks. Filter to Calls only before your call block of the day.
An email-sending task for emails you need to send personally rather than through automated campaigns. Proposals, contracts, custom outreach. Filter to Emails only before your inbox session.
Meeting
A meeting task for prep work, follow-up notes, and calls that need to happen but don’t yet have a slot. Distinct from Meeting Scheduling, which handles actual booked meetings.
Todo
A generic task — the default type for everything else. Ship the proposal, review the contract, update the project plan.
Follow-up
A re-engagement task for deals and contacts that need another touch. Distinct from a generic todo because the type signals a real human relationship behind it.
Type-driven automation
Each type is a structured data point workflows can read. Filter the list by type, select a type on the Create Task form, and trigger automation off the type when the task completes.
Three Priorities. Clear Statuses. Visual Hierarchy.
A task system is only as useful as your ability to triage. Here's the structure to know what matters most and what's been done.
Three priority levels
Low, Medium, High. Three options, no more. Most tools offer five or six levels nobody uses correctly. Three is the sweet spot — your team triages without arguing about "Medium-High."
Priority displays as a colored dot in the list — gray Low, amber Medium, red High — so the eye sees urgent work first. Medium is the sensible default on the Create Task form.
Pending, Completed, and Overdue
A new task starts Pending. Click the completion circle and it becomes Completed. Miss the due date and it becomes Overdue, surfaced in its own filter tab. Reopen a Completed task and it returns to Pending — firing the Task Reopened trigger if you have automation listening.
Status badges, priority dots, type icons, strikethrough on completed titles — your eye lands on the high-priority overdue calls without reading a single word.
Every Contact Carries Their Open Tasks
This is the feature that separates Auto Form CRM from every standalone task tool. Every contact record — and every deal record — has a Tasks widget embedded directly on it.
Sarah Mitchell
Contact record
Tasks (2)
+ New TaskCall about Q3 contract
Jul 13
Send renewal proposal
Jul 12
Acme Renewal
$16,000 · Proposal
Tasks (1)
+ New TaskSend proposal + SLA terms
Jul 12
Create and complete in context
Open any contact, scroll to Tasks, and see a live count plus every active task — title, due date, priority dot, completion checkbox. A + New Task button creates a task pre-linked to that contact. No search-for-the-contact step. No risk of forgetting to associate it.
The structural advantage
Asana doesn't know your contacts. Monday doesn't. Todoist doesn't. They were built as project tools and bolted on integrations later — tasks in their database, contacts in another. Auto Form CRM was built the other way around: contacts are the foundation, and tasks live where they belong.
And on deal records too
Every deal can have linked tasks. Move a deal through the pipeline and see the tasks that need to happen at each stage — proposal sent, contract review, kickoff meeting — without leaving the deal. See the Deal Pipeline and Contact Management features for the full record.
Every Task Event Fires Automation
Tasks aren't a dead-end feature. Every task event fires a workflow trigger in the visual automation engine. Eight distinct triggers cover every state change a task can go through.
Task marked Completed
trigger: task_completed
Auto-tag the contact, notify the assignee, create a related deal if the task crosses a value threshold.
Send a thank-you email, advance the linked deal’s stage, log the completion, trigger the next task in a sequence.
Notify the assignee, escalate to the manager, send a Slack webhook, tag the contact as needs attention.
Fires when any task field changes. Useful for audit logging or notifying owners when due dates shift.
Fires on every move between Pending, Completed, or Overdue. The workhorse trigger for task automation.
Auto-send the assignee an introduction email with full context — contact details, deal stage, prior tasks.
Notify the original assignee, log the reopening on the contact’s record, escalate if the task is critical.
Fires when a task is removed. Useful for cleanup workflows or audit logging.
These turn task management from "a list of things to remember" into an operating system for your service business. Build them in Workflow Automation.
Every Field You Need. Nothing You Don't.
Click + New Task anywhere — the Tasks page, the Calendar, a contact widget, a deal widget. The modal opens with nine fields a real operator actually uses.
New Task
Title and Type are required — Type defaults to Todo. Description holds the "why": "Acme hesitated on pricing last quarter. Lead with the upgraded SLA terms."
Due Date and Time power the Overdue logic and scheduled work. Priority is three segmented buttons, Medium by default. Assigned To defaults to Me.
Contact and Deal link the task to a specific person and opportunity — both default to None.
No 30-field bloat. Just the data a task actually needs.
I Built This Because My Task Tool Didn't Know My Contacts
For years I ran my work through two systems that didn't talk to each other. Asana for tasks. A CRM for contacts. Every task in Asana about a client had no link to the client's contact record. Every email reply that updated my CRM never reached Asana. When I completed a task, my CRM had no idea.
The math was the worst part. I was paying $13 a month per user for Asana Business. Another $34 a month per user for Pipedrive Advanced. For a five-person team, that's over $230 a month just to manage tasks and contacts separately. A year later, $2,800 — for two tools that should have been one.
I tried doing it inside HubSpot. Their task management is real, but the Sales Hub Professional tier where the workflow automation lives is $90 per user per month. Five seats, $5,400 a year. The pricing model was designed to scale with my hiring, not my value.
So I built task management the way it should have been from the start.
Tasks live with the contacts they belong to. Tasks live with the deals they drive. Every task event fires a workflow trigger. Five types because that's how many a real operator actually uses. Three priorities because nobody triages with five. Two views because some people think in lists and some in calendars and you shouldn't have to pick a winner.
The math is the punchline. The five-person team that costs $5,400 on HubSpot or $2,800 on Asana plus Pipedrive? On Auto Form CRM, the cost is $149 a year flat. Add a sixth team member? Still $149.
Ali
Founder of Auto Form CRM
How Auto Form CRM's Tasks Stack Up
| Auto Form CRM | Asana | Monday | HubSpot Sales | Pipedrive | |
|---|---|---|---|---|---|
| Pricing model | Flat, per site | Per user / mo | Per user / mo | Per user / mo | Per user / mo |
| 5-person team / year | $149 | ~$810 | ~$720 | ~$5,400 | ~$2,040 |
| Tasks tied to contacts | Native | ||||
| Tasks tied to deals | Native | ||||
| List + Calendar views | Limited | ||||
| Task types | 5 with icons | Custom | Custom | Limited | Limited |
| Workflow triggers | 8 native | Limited | Limited | Advanced+ | |
| Embedded on contact records | |||||
| Your data, your server | |||||
| Per-user fees | None | $13.49/user | $12/user | $20–150/user | $14–99/user |
Auto Form CRM vs Asana, Monday, ClickUp
Excellent project management tools — not built to know about your contacts or deals. A task in Asana about “follow up with Sarah” is just a task: no Sarah record, no deal record, no automation that fires when it completes and updates her contact. You’d need Zapier at $30–150 a month, and it still wouldn’t give you tasks embedded on contact records. Auto Form CRM gives you task management inside the CRM your contacts and deals already live in.
Auto Form CRM vs HubSpot and Pipedrive
Both have real task management built into their CRMs. The catch is per-user pricing. HubSpot Sales Hub Professional, where automation gets useful, is $90 per user per month. Pipedrive Advanced is $34. For five people, that’s $5,400 or $2,040 a year. Auto Form CRM gives you comparable task management, comparable workflow integration, and the rest of the CRM in one plugin for $149–499 a year flat.
Auto Form CRM vs a task tool + CRM stack
The most common setup: a standalone task tool (Asana, Monday, Todoist) on top of a CRM. Two subscriptions, two databases, two dashboards, and Zapier glue holding it together. Auto Form CRM replaces the entire stack with one plugin on your server, one database, one dashboard, and no per-task automation fees.
Tasks, contacts, and deals in one plugin — for $149 a year.
Built for Operators Whose Work Revolves Around People
Service businesses running on follow-up
Consultants, lawyers, accountants, contractors, agencies. Your work is a sequence of touches with named people. Every task on your list is about a specific client. This is built for you.
Sales teams managing pipelines
Every deal needs follow-up tasks. Proposal sent → contract review → kickoff meeting → 30-day check-in. Auto-create the next task when the previous one completes through workflow automation.
Customer success teams
Onboarding tasks tied to new customers. Health-check tasks tied to at-risk accounts. Renewal tasks tied to contracts coming up. Every task lives with the customer it’s about.
WordPress agencies managing client work
Run task management for every client account inside their own install. Standardize how projects are tracked across client brands. Bill them for project management as a service line. No per-user fees compounding.
Course creators and coaches
High-touch programs need high-touch task management. Tasks tied to each student. Follow-up tasks tied to discovery calls. Re-engagement tasks tied to students who haven’t logged in this week.
Solo operators tired of paying per seat
You’re a one-person shop or a tiny team. You don’t need $90 a month per seat. Personal at $149 a year covers your full task management plus the rest of the CRM platform.
The Questions Buyers Actually Ask
No. Unlimited tasks on every tier. Limited only by your database and server capacity, which for any standard WordPress install is far beyond what any business needs.
Yes. Auto Form CRM is multi-user. Tasks can be assigned to any WordPress user with access to the CRM. The Assigned To field on the Create Task form lets you pick the assignee at creation time, and the My Tasks filter shows each user only their own tasks.
Task workflows can fire notifications through the Workflow Automation engine. Build a workflow that triggers on Task Created and sends an email to the assignee. Build another that triggers on Task Overdue and notifies the manager. The reminder logic is fully customizable per workflow rather than baked into a fixed system.
Yes. The Create Task form has separate Contact and Deal selectors. A task can be linked to a contact only, a deal only, both, or neither. Linked tasks appear in the embedded Tasks widget on the corresponding contact and deal records.
A task becomes Overdue when its due date passes without the task being marked Completed. Overdue tasks surface in the Overdue filter tab on the Tasks page and fire the Task Overdue workflow trigger so you can build automation around them — notify the assignee, escalate to the manager, send a webhook to Slack.
Yes. Every contact record has an embedded Tasks widget with a + New Task button. Tasks created from the widget are pre-linked to that contact. Same for deal records — tasks created from a deal’s widget are pre-linked to that deal.
Yes. The Calendar view aggregates both tasks and meetings on the same calendar surface. An All Items filter in the calendar header lets you narrow the view to tasks only, meetings only, or both together.
Yes. The Workflow Automation engine includes a Create Task action that can be triggered by any other event in the CRM — new contact, deal stage changed, WooCommerce order placed, email opened, anything. Build an automation that auto-creates a follow-up task 7 days after every new customer order, for example.
Tasks linked to a deleted contact or deal stay in the system but become unlinked. They appear in the Tasks list with a dash in the Contact column. You can relink them to another contact or delete them as needed.
Task data is stored in your own WordPress database on your own server. Export options follow the Auto Form CRM data export standards — CSV export from the task list, REST API access at /wp-json/auto-form-crm/v1 for integrations and migrations.
Five task types — Call, Email, Meeting, Todo, and Follow-up, each with its own icon and independently filterable — and three priority levels: Low, Medium, and High. Three priorities is the sweet spot for triage; most tools offer five or six levels nobody uses correctly.
No. Every task, every assignment, every completion is stored in your own WordPress database on your own server. Nothing syncs to Auto Form CRM’s cloud. Cancel anytime — your task data stays where it always was.
Tasks Plugged Into the Rest of the Platform
Tasks are first-class citizens in Auto Form CRM. Every other module connects to them. Here's how.
Contact Management
Every contact carries their open tasks on their record. Create tasks pre-linked to a contact directly from the widget.
Learn more→Deal Pipeline
Every deal carries its open tasks. Tie tasks to specific deals and advance them through the sales process together.
Learn more→Workflow Automation
8 native task triggers drive automation off every event: Created, Completed, Overdue, Updated, Status Changed, Assigned, Reopened, Deleted.
Learn more→Meeting Scheduling
Tasks and meetings share the same calendar surface. Schedule meetings off task completion through workflows.
Learn more→Email Campaigns
Send segmented campaigns based on task history. Email everyone with an overdue follow-up task.
Learn more→WooCommerce CRM
Auto-create tasks from WooCommerce events. New high-value order? Auto-create a personal thank-you task for the owner.
Learn more→Custom Fields
Extend the contact record with custom fields visible alongside the task widget.
Learn more→Tags
Auto-tag contacts based on task events. Completed on time? Tag as responsive. Frequently overdue? Tag as at-risk.
Learn more→Integrations
Connect Twilio for SMS on task events, Google Calendar for calendar sync, Mailgun for email notifications.
Learn more→Stop Paying Per User. Start Owning Your Workflow.
One plugin price. Unlimited tasks. Unlimited users. Two views, five types, three priorities, eight workflow triggers — all included, all yours.
Install in minutes. Cancel anytime — though your task data stays in your WordPress database where it always did.
Read the DocsBuilt by Amora Digital (KVK 99536811) in the Netherlands. Made for WordPress. Designed by an operator who got tired of paying two subscriptions to manage tasks and contacts separately.