{"id":10985,"date":"2025-12-30T15:56:19","date_gmt":"2025-12-30T07:56:19","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=10985"},"modified":"2025-12-30T15:56:21","modified_gmt":"2025-12-30T07:56:21","slug":"best-tools-for-task-management","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/ap\/blog\/best-tools-for-task-management\/","title":{"rendered":"Top 8 Task Management Tools For Growing Businesses"},"content":{"rendered":"\n<p>You started your business to build something meaningful, not to drown in chaos. Yet many <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/what-is-an-smb\/\">small and medium businesses (SMBs)<\/a> rely on spreadsheets, post-it notes, phone reminders, or a notebook that often gets lost. This means you\u2019re juggling customer calls, inventory management, deadlines, and a dozen other moving parts with no central hub of information. Without the right tools, you&#8217;re constantly switching between tasks and missing important updates.\u00a0<\/p>\n\n\n\n<p>Task management tools solve, keeping your entire team organised and on the same page. Let\u2019s find the best tools to help your business run smoothly and grow consistently.<\/p>\n\n\n\n<p><strong>What you\u2019ll learn:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#h-what-are-task-management-tools-really\">What are task management tools, really?<\/a><\/li>\n\n\n\n<li><a href=\"#h-benefits-of-task-management-tools\">Benefits of task management tools<\/a><\/li>\n\n\n\n<li><a href=\"#h-key-features-to-look-for-in-task-management-tools\">Key features to look for<\/a><\/li>\n\n\n\n<li><a href=\"#h-top-8-tools-for-task-management\">Top 8 tools for task management<\/a><\/li>\n\n\n\n<li><a href=\"#h-task-management-made-easy-with-salesforce\">Task management made easy with Salesforce<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-are-task-management-tools-really\">What are task management tools, really?<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/ap\/blog\/how-task-management-impacts-your-small-business-bottom-line\/\">Task management<\/a> tools are software platforms that help you organise your work so the right things get done at the right time. They turn scattered to-dos into clear, manageable systems that keep teams aligned and projects on track. With <a href=\"https:\/\/www.salesforce.com\/news\/stories\/small-business-productivity-trends-2024\/\" target=\"_blank\" rel=\"noreferrer noopener\">57% of SMB owners citing non-work-related distractions as the biggest barrier to getting work done<\/a>, task management tools make you more efficient \u2014 even when you&#8217;re pulled in twelve directions at once.\u00a0<\/p>\n\n\n\n<p>They help you break big projects into clear steps, focus on what matters most, and show you what&#8217;s getting done (and what&#8217;s not). The goal is simple: keep your team communicating in one place while giving you complete visibility into what&#8217;s happening.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-benefits-of-task-management-tools\">Benefits of task management tools<\/h2>\n\n\n\n<p>According to the Small and Medium Business Trends Report, <a href=\"https:\/\/www.salesforce.com\/ap\/resources\/research-reports\/state-of-the-connected-customer\/\" target=\"_blank\" rel=\"noreferrer noopener\">66% of growing SMBs are turning to tech to boost productivity, and 72% rely on collaboration tools to stay competitive<\/a>.\u00a0<\/p>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer\">\n\t<div>\n\t\t\n\n<div class=\"alignfull wp-block-salesforce-blog-section-heading\">\n\t<h2 class=\"wp-block-salesforce-blog-section-heading__title\">\n\t\t\t\tSection Title\t<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column wp-block-salesforce-blog-multi-offer__featured-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/ai-agents-slack-report-asean\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/boosting-productivity-with-AI-Agents-image.jpg?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/boosting-productivity-with-AI-Agents-image.jpg 1200w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/boosting-productivity-with-AI-Agents-image.jpg?w=300&amp;h=224 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/boosting-productivity-with-AI-Agents-image.jpg?w=768&amp;h=573 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/boosting-productivity-with-AI-Agents-image.jpg?w=1024&amp;h=765 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/boosting-productivity-with-AI-Agents-image.jpg?w=150&amp;h=112 150w\" alt=\"\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tBoosting Productivity with AI Agents: What Slack\u2019s Report Means for ASEAN Businesses\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-column wp-block-salesforce-blog-multi-offer__supporting-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/best-collaboration-tools-for-startups\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/Collaboration-Tools-SMB.jpg?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/Collaboration-Tools-SMB.jpg 1500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/Collaboration-Tools-SMB.jpg?w=300&amp;h=177 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/Collaboration-Tools-SMB.jpg?w=768&amp;h=452 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/Collaboration-Tools-SMB.jpg?w=1024&amp;h=603 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/08\/Collaboration-Tools-SMB.jpg?w=150&amp;h=88 150w\" alt=\"A computer screen showing best collaboration tools in action with video screens, for small businesses.\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tThe Best Collaboration Tool for Startups? Slack, Hands Down\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/salesforce-slack-good-for-business\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/06\/salesforce-slack-good-for-business.jpg?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/06\/salesforce-slack-good-for-business.jpg 500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/06\/salesforce-slack-good-for-business.jpg?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/06\/salesforce-slack-good-for-business.jpg?w=150&amp;h=84 150w\" alt=\"Salesforce and Slack is a Match Made in Heaven\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tSalesforce + Slack \u2014 a Match Made in Heaven\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n\n\n<div class=\"wp-block-salesforce-blog-multi-offer-card\">\n\t<a href=\"https:\/\/www.salesforce.com\/ap\/blog\/salesforce-slack-collaborate-connect\/\" target=\"_blank\" class=\"wp-block-salesforce-blog-multi-offer-card__link \">\n\t\t\t\t\t<figure class=\"wp-block-salesforce-blog-multi-offer-card__image\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/06\/salesforce-slack-collaborate-connect.jpg?w=300\" sizes=\"100vw\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/06\/salesforce-slack-collaborate-connect.jpg 500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/06\/salesforce-slack-collaborate-connect.jpg?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/06\/salesforce-slack-collaborate-connect.jpg?w=150&amp;h=84 150w\" alt=\"How Does Salesforce Use Slack To Collaborate and Connect?\" loading=\"lazy\" \/><\/span>\t\t\t<\/figure>\n\t\t\t\t<h4 class=\"wp-block-salesforce-blog-multi-offer-card__title\">\n\t\t\tHow Does Salesforce Use Slack To Collaborate and Connect?\t\t<\/h4>\n\t<\/a>\n<\/div>\n\n<\/div>\n<\/div>\n\n\t<\/div>\n<\/div>\n\n\n\n<p>Task management tools offer several benefits for SMBs. They provide organised visual tracking to see everything at a glance while keeping your team focused. When everyone can see who&#8217;s responsible for what, accountability naturally improves\u200c \u2014 \u200cno more &#8220;I thought you were handling that&#8221; moments. The best part? These tools grow with you, so whether you&#8217;re a team of five or 50, your systems won&#8217;t break.\u00a0\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-to-look-for\">Key features to look for<\/h2>\n\n\n\n<p>Picking a task management tool shouldn&#8217;t become another task on your list. It\u2019s one of the important <a href=\"https:\/\/www.salesforce.com\/blog\/small-business-tools-for-productivity\/\">business tools<\/a> you\u2019ll choose for your SMB. Focus on these features and you&#8217;ll find the right fit quickly:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Unified dashboard:<\/strong> See everything your team is working on in one place, removing the need to switch between different tools.<\/li>\n\n\n\n<li><strong>Clear task delegation:<\/strong> Everyone knows their exact responsibilities, stays accountable, and <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/10-communication-skills-for-business-success\/\">communicates effectively<\/a>.<\/li>\n\n\n\n<li><strong>Timely reminders:<\/strong> Smart reminders keep you ahead of deadlines and better <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/personal-productivity\/manage-your-time-wisely\" target=\"_blank\" rel=\"noreferrer noopener\">manage your time<\/a>. You&#8217;re always prepared instead of scrambling at the last minute.<\/li>\n\n\n\n<li><strong>Ease of collaboration: <\/strong>Make <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/sales-team-collaboration\/collaborate-your-way-to-success\" target=\"_blank\" rel=\"noreferrer noopener\">team collaboration<\/a> smoother with shared spaces, updates, and discussions in one place.\u00a0<\/li>\n\n\n\n<li><strong>Customisable workflows:<\/strong> Adapt the tool to fit your team\u2019s unique way of working, rather than adjusting your processes to fit the tool.<\/li>\n\n\n\n<li><strong>Data security: <\/strong>Protect your business with secure, reliable tools that deliver enterprise-grade security, protecting you from <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/cost-effective-cybersecurity-small-business\/\">cyber threats<\/a>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Maximizing Productivity Across Every Line of Business with Slack\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/0PL85Si9bn5Lco2M1PwytY?si=rb0_kqfUSQ-sEKrS7IzPNg&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-top-8-tools-for-task-management\">Top 8 tools for task management<\/h2>\n\n\n\n<p>This list of tools was curated from the experts at Salesforce across multiple teams, partnerships, and trusted sources. Let&#8217;s dig into the best tools for tasks these days: <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Slack<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/collaboration\/\">Slack<\/a> is a messaging and collaboration platform that helps SMBs and <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/what-is-a-startup\/\">startups<\/a> communicate and work together more effectively. Think of it as the place where your team can chat, share files, and stay organised. Slack connects important business tools like <a href=\"https:\/\/workspace.google.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Google Workspace<\/a> and <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/project-management-guide\/\">project management apps<\/a> to the people, processes, and internal company knowledge needed to grow your business.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/collaboration\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"822\" src=\"https:\/\/www.salesforce.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/09\/image_7576ba.png?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-10977\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_7576ba.png 1200w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_7576ba.png?w=300&amp;h=206 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_7576ba.png?w=768&amp;h=526 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_7576ba.png?w=1024&amp;h=701 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_7576ba.png?w=150&amp;h=103 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/a><figcaption class=\"wp-element-caption\"><em>Source: <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/commerce\/\">Slack for Small Business<\/a><\/em><\/figcaption><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/small-business\/collaboration\/\"><\/a><a href=\"https:\/\/www.salesforce.com\/small-business\/collaboration\/\"><\/a><a href=\"https:\/\/www.salesforce.com\/small-business\/collaboration\/\"><\/a>Here are a few features that can help:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Slack Channels:<\/strong> Organise your work by project, client, or team.<\/li>\n\n\n\n<li><strong>Reminders:<\/strong> Set personal or channel-wide reminders for tasks, deadlines, or meetings.<\/li>\n\n\n\n<li><strong>Integrations:<\/strong> Connect to 2,600+ business apps, so all of your tools can live in Slack (and you can stop toggling tabs).<\/li>\n\n\n\n<li><strong>AI search: <\/strong>Gain access to your company\u2019s entire memory, on demand, so you can pin down that missing file, conversation, or decision.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The Biggest Business Secret - Slack | Salesforce Explained\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/QubzptZOyOg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-salesforce-suites-starter-and-pro-suite\">2. Salesforce Suites: Starter and Pro Suite<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/starter\/\">Starter Suite<\/a> is an all-in-one <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/what-is-crm\/\">customer relationship management (CRM)<\/a> tool for SMBs and <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/sole-proprietorship-for-small-business\/\">sole proprietors<\/a>. It offers multiple features across <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/sales\/\">sales<\/a>, <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/marketing\/\">marketing<\/a>, <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/commerce\/\">commerce<\/a>, <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/service\/\">service<\/a>, and <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/collaboration\/\">Slack<\/a>. Starter Suite offers built-in tools for effectively managing your tasks and contacts. And, you can stay on top of your daily operations with the unified dashboard.<a href=\"https:\/\/www.salesforce.com\/small-business\/collaboration\/\"><\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/starter\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"996\" src=\"https:\/\/www.salesforce.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/09\/image_390fe5.png?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-10978\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_390fe5.png 1600w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_390fe5.png?w=300&amp;h=187 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_390fe5.png?w=768&amp;h=478 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_390fe5.png?w=1024&amp;h=637 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_390fe5.png?w=1536&amp;h=956 1536w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_390fe5.png?w=150&amp;h=93 150w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/a><figcaption class=\"wp-element-caption\"><em>Source: <\/em><a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/starter\/\"><em>Starter Suite<\/em><\/a><\/figcaption><\/figure>\n\n\n\n<p>Here&#8217;s how Starter Suite supports you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Unified customer view: <\/strong>Get a 360-degree view of all customer interactions across sales and service to manage <a href=\"https:\/\/www.salesforce.com\/ap\/service\/digital-customer-engagement-platform\/what-is-customer-engagement\/\">customer engagement<\/a> more effectively.<\/li>\n\n\n\n<li><strong>Sales process management<\/strong>: Built-in sales stages with recommended next steps help you handle <a href=\"https:\/\/www.salesforce.com\/ap\/sales\/pipeline\/\">pipeline management<\/a>, and <a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=sales.leads_convert.htm&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\">lead conversion<\/a> more efficiently.<\/li>\n\n\n\n<li><strong>Case management<\/strong>: Customer cases are automatically created and prioritised in the CRM for timely resolution and improved <a href=\"https:\/\/www.salesforce.com\/ap\/service\/digital-customer-engagement-platform\/how-to-measure-customer-satisfaction\/\">customer satisfaction<\/a>.<\/li>\n\n\n\n<li><strong>Activity and to-do tracking:<\/strong> Manage daily tasks on a personalised home page with quick access to contacts, leads, and opportunities for easy prioritisation.<\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/pro-suite\/\">Pro Suite<\/a> is a flexible <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/ai-crm\/\">artificial intelligence (AI) CRM<\/a> suite designed for growing businesses that need more than the basics. It includes everything in Starter Suite, plus more customisation, forecast management, and testing capabilities. Pro Suite helps growing businesses scale their operations with a comprehensive set of features designed to improve customer interactions and team efficiency.<\/p>\n\n\n\n<p>Here are a few features that can help:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Basic automation<\/strong>: Build custom, multistep workflows with <a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/trails\/build-flows-with-flow-builder\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce Flows<\/a> to automate complex tasks across sales, marketing, and service.<\/li>\n\n\n\n<li><strong>Drag-and-drop<\/strong>: From email marketing to <a href=\"https:\/\/www.salesforce.com\/ap\/commerce\/online-payment-solution\/checkout-guide\/\">checkout processes<\/a>, built-in features will help you set up your business processes \u2014 even with minimal technical skills.<\/li>\n\n\n\n<li><strong>Enhanced customisation:<\/strong> Create custom apps and objects in Pro Suite to build task management systems tailored to your business needs.<\/li>\n\n\n\n<li><strong>Access to AppExchange:<\/strong> Access <a href=\"https:\/\/appexchange.salesforce.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>, a marketplace of prebuilt apps and industry-specific solutions that extend the core functionality of the suite.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Find More Leads &amp; Win More Deals with Salesforce Starter Suite | Salesforce Explained\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/o8NBN4L9xyk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">3. Salesforce Foundations<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/ap\/crm\/foundations\/\">Salesforce Foundations<\/a> is a free CRM upgrade for Salesforce customers on Enterprise Edition or higher. It provides access to key features across <a href=\"https:\/\/www.salesforce.com\/ap\/sales\/\">Sales<\/a>, <a href=\"https:\/\/www.salesforce.com\/ap\/service\/\">Service<\/a>, <a href=\"https:\/\/www.salesforce.com\/ap\/marketing\/\">Marketing<\/a>, <a href=\"https:\/\/www.salesforce.com\/ap\/commerce\/\">Commerce<\/a>, and <a href=\"https:\/\/www.salesforce.com\/ap\/data\/\">Data 360<\/a>, serving as a way for existing Salesforce customers to get a taste of new functionalities, including autonomous <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/ai-agents\/\">AI agents<\/a> like <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/\">Agentforce 360<\/a>.\u00a0<\/p>\n\n\n\n<p>Foundations breaks down data silos, giving your team a single, shared view of every customer, so managing your tasks and offering consistent customer experiences becomes easier. Existing customers can activate Foundations from right inside their Salesforce dashboard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.salesforce.com\/ap\/crm\/foundations\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1532\" height=\"1016\" src=\"https:\/\/www.salesforce.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/09\/image_3f04e3.png?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-10979\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_3f04e3.png 1532w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_3f04e3.png?w=300&amp;h=199 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_3f04e3.png?w=768&amp;h=509 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_3f04e3.png?w=1024&amp;h=679 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_3f04e3.png?w=150&amp;h=99 150w\" sizes=\"auto, (max-width: 1532px) 100vw, 1532px\" \/><\/a><figcaption class=\"wp-element-caption\"><em>Source: <\/em><a href=\"https:\/\/www.salesforce.com\/ap\/crm\/foundations\/\"><em>Salesforce Foundations<\/em><\/a><\/figcaption><\/figure>\n\n\n\n<p>Here\u2019s how Salesforce Foundations helps with task management:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Centralised task view<\/strong>: See all customer-related tasks, from sales to service, in one place for easier management and prioritisation.<\/li>\n\n\n\n<li><strong>Task automation<\/strong>: <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/how-to-automate-your-small-business\/\">Automate routine tasks<\/a> like lead assignments and notifications, to focus on more important work.<\/li>\n\n\n\n<li><strong>AI-powered assistance<\/strong>: Use AI to summarise cases and get productivity-boosting suggestions, helping your team work smarter and faster.<\/li>\n<\/ul>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Webinar: Small Business Innovation from Dreamforce 2025<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Salesforce has tools for every small business looking to grow. From marketing, sales, service, and more. Join us as we explore the latest and greatest tools and strategies straight from Dreamforce \u2013 all to empower your growth business today.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/form\/events\/webinars\/form-rss\/5147222\">Register now<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/5147222.jpg\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/5147222.jpg 960w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/5147222.jpg?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/5147222.jpg?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/12\/5147222.jpg?w=150&amp;h=84 150w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-agentforce-360\">4. Agentforce 360<\/h3>\n\n\n\n<p>Autonomous AI agents like those you can build with <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/\">Agentforce 360<\/a> can act on behalf of your business and team to handle mundane tasks, so your team can focus on what really matters. Unlike traditional <a href=\"https:\/\/www.salesforce.com\/ap\/service\/what-is-an-ai-chatbot\/\">chatbots<\/a> or <a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/ai-copilot\/\">copilots<\/a> that primarily assist humans, Agentforce 360 can work independently. They can make decisions, and create action plans, without constant human intervention. You can build and customise these agents to handle complex tasks and <a href=\"https:\/\/www.salesforce.com\/ap\/mulesoft\/workflow-automation\/\">automate workflows<\/a> across sales, service, and marketing.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1472\" height=\"838\" src=\"https:\/\/www.salesforce.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/09\/image_9f6339.png?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-10980\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_9f6339.png 1472w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_9f6339.png?w=300&amp;h=171 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_9f6339.png?w=768&amp;h=437 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_9f6339.png?w=1024&amp;h=583 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_9f6339.png?w=150&amp;h=85 150w\" sizes=\"auto, (max-width: 1472px) 100vw, 1472px\" \/><\/a><figcaption class=\"wp-element-caption\"><em>Source: <\/em><a href=\"https:\/\/www.salesforce.com\/ap\/agentforce\/\"><em>Agentforce<\/em><\/a><\/figcaption><\/figure>\n\n\n\n<p>Here\u2019s how <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/agentforce-for-small-business\/\">Agentforce 360 for small business<\/a> helps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Handles repetitive tasks: <\/strong>Automate tedious tasks like data entry, follow-ups, scheduling appointments, and answering frequently asked questions (FAQs).&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>24\/7 customer service: <\/strong>Agentforce 360 can help you provide round-the-clock support, answering customers&#8217; queries \u2014 any time of day.<\/li>\n\n\n\n<li><strong>Sales management: <\/strong>Automatically qualifies leads, answers questions, and books meetings so you can focus on closing your best deals.<\/li>\n\n\n\n<li><strong>Smart handoffs to humans:<\/strong> Identifies complex customer concerns and transfers them to human representatives with full conversation context.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"What Is Agentforce and How Businesses Use AI Agents | Dreamforce 2024\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/irdNqlytsLc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">5. Optimizely<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.optimizely.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Optimizely<\/a> is a <a href=\"https:\/\/www.salesforce.com\/ap\/saas\/\">software-as-a-service (SaaS)<\/a> platform that offers task management for marketing teams along with features for <a href=\"https:\/\/www.salesforce.com\/ap\/marketing\/what-is-ab-testing\/\">A\/B testing<\/a> and <a href=\"https:\/\/www.salesforce.com\/ap\/marketing\/campaigns\/\">marketing campaigns<\/a>. Its <a href=\"https:\/\/www.optimizely.com\/products\/content-marketing\/\" target=\"_blank\" rel=\"noreferrer noopener\">content marketing platform (CMP)<\/a> offers a centralised workspace for planning, creating, and collaborating on content and campaigns. Get tools for managing tasks and workflows, all while assigning responsibilities and automating approval processes.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.optimizely.com\/\" target=\"_blank\" rel=\" noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"1066\" src=\"https:\/\/www.salesforce.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/09\/image_192047.png?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-10981\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_192047.png 1600w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_192047.png?w=300&amp;h=200 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_192047.png?w=768&amp;h=512 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_192047.png?w=1024&amp;h=682 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_192047.png?w=1536&amp;h=1023 1536w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_192047.png?w=150&amp;h=100 150w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/a><figcaption class=\"wp-element-caption\"><em>Source: <\/em><a href=\"https:\/\/www.optimizely.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Optimizely<\/em><\/a><\/figcaption><\/figure>\n\n\n\n<p>Let\u2019s look at how Optimizely helps you move faster:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Streamlined workflows<\/strong>: Create workflows directly from tasks without navigating to separate settings pages.<\/li>\n\n\n\n<li><strong>Task organisation<\/strong>: Create tasks, assign team members, add comments, and set dependencies in one platform.<\/li>\n\n\n\n<li><strong>Template-based efficiency<\/strong>: Save completed campaigns as reusable templates to reduce setup time.<\/li>\n\n\n\n<li><strong>Automated workflows<\/strong>: Use automation with visual timelines and Kanban boards for better tracking.<\/li>\n<\/ul>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">What can you do with a CRM built to reach more prospects?<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Automate your marketing campaigns with a CRM built to grow. It all starts with Starter Suite.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/small-business\/marketing\/\">Find out for free<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/04\/marketing-smb.webp\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/04\/marketing-smb.webp 500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/04\/marketing-smb.webp?w=150&amp;h=150 150w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/04\/marketing-smb.webp?w=300&amp;h=300 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">6. Hive<\/h3>\n\n\n\n<p><a href=\"https:\/\/hive.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Hive<\/a> is an AI-powered task management platform that lets you manage projects and assign work \u2014 all while automating routine processes. It offers a centralised workspace to enhance communication and track your time. Hive is a flexible collaboration tool as it allows your team to visualise goals and milestones in any format you want.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/hive.com\/\" target=\"_blank\" rel=\" noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"979\" src=\"https:\/\/www.salesforce.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/09\/image_cd272d.png?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-10982\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_cd272d.png 1600w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_cd272d.png?w=300&amp;h=184 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_cd272d.png?w=768&amp;h=470 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_cd272d.png?w=1024&amp;h=627 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_cd272d.png?w=1536&amp;h=940 1536w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_cd272d.png?w=150&amp;h=92 150w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/a><figcaption class=\"wp-element-caption\"><em>Source: <\/em><a href=\"https:\/\/hive.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Hive<\/em><\/a><\/figcaption><\/figure>\n\n\n\n<p>Here\u2019s how Hive helps you simplify your work:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Multiple project-viewing options:<\/strong> View your work as a <a href=\"https:\/\/www.atlassian.com\/agile\/kanban\" target=\"_blank\" rel=\"noreferrer noopener\">Kanban board<\/a>, <a href=\"https:\/\/www.gantt.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Gantt chart<\/a>, calendar, or a simple list \u2014 whatever format works best for each project.<\/li>\n\n\n\n<li><strong>Built-in communication:<\/strong> Discuss tasks and projects without switching to email or separate messaging apps to keep conversations focused and rooted in context.<\/li>\n\n\n\n<li><strong>Workload management:<\/strong> See who has capacity and who&#8217;s overloaded to balance assignments fairly and avoid burnout.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">7. Quire&nbsp;<\/h3>\n\n\n\n<p><a href=\"https:\/\/quire.io\/\" target=\"_blank\" rel=\"noreferrer noopener\">Quire<\/a> is a simple yet powerful task management tool built for visual thinkers who prefer breaking big projects into smaller, organised steps. This highly accommodating tool lets you move tasks around, add new ones, and reorganise projects that evolve without losing your work. This tool is ideal for entrepreneurs and businesses with lean resources, as it lets you break main projects \u200cinto phases and manageable subtasks.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/quire.io\/\" target=\"_blank\" rel=\" noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1450\" height=\"920\" src=\"https:\/\/www.salesforce.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/09\/image_df8f64.png?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-10983\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_df8f64.png 1450w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_df8f64.png?w=300&amp;h=190 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_df8f64.png?w=768&amp;h=487 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_df8f64.png?w=1024&amp;h=650 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_df8f64.png?w=150&amp;h=95 150w\" sizes=\"auto, (max-width: 1450px) 100vw, 1450px\" \/><\/a><figcaption class=\"wp-element-caption\"><em>Source: <\/em><a href=\"https:\/\/quire.io\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Quire<\/em><\/a><\/figcaption><\/figure>\n\n\n\n<p><a href=\"https:\/\/quire.io\/\"><\/a>Here\u2019s how Quire keeps your workflow flowing:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Unlimited task nesting:<\/strong> Break projects down into as many levels as needed to make everything actionable and easy to manage.<\/li>\n\n\n\n<li><strong>Visual progress tracking:<\/strong> See completion percentages at every level, from individual tasks to entire projects. This helps track progress with precision.<\/li>\n\n\n\n<li><strong>Focus modes:<\/strong> Hide completed items or filter by person, deadline, or priority to reduce distractions and focus on what matters.<\/li>\n<\/ul>\n\n\n\n<div class=\"layout-five wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Get Salesforce. FREE for small businesses.<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Connect sales, service, and analytics on one platform. Save time, stay\u00a0organised, and fuel growth with the CRM that scales for small teams.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/form\/signup\/freetrial-salesforce-starter\/?d=bcta\">Try it for free<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t\t\t<\/div>\n\t<\/div>\n\n\t\n\t\t\t<!-- Standard Illustration -->\n\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__illustration\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-illustration-layout-five.png\" alt=\"\">\n\n\t\t<!-- Small Accent Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__accent\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-accent-layout-five.png\" alt=\"\">\n\t\t\n\t\t<!-- Left Side Illustration -->\n\t\t\n\t\t<!-- Cloud Illustration -->\n\t\t\t\t\t<img decoding=\"async\" class=\"wp-block-offer__graphics wp-block-offer__cloud\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/themes\/salesforce-blog\/dist\/images\/offer-block\/offer-cloud-layout-five.png\" alt=\"\">\n\t\t\n\t<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">8. Todoist<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.todoist.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Todoist<\/a> is a sleek and powerful task management tool built for <a href=\"https:\/\/www.salesforce.com\/ap\/blog\/sole-proprietorship-for-small-business\/\">solo founders<\/a> and small teams who prefer clarity and control without the clutter. Whether you&#8217;re handling daily tasks or planning big goals, it keeps everything organised in one spot. If you work best with simple, clean systems, this tool is a great fit.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69eb523dcbbe3&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69eb523dcbbe3\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"900\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.salesforce.com\/blog\/wp-content\/uploads\/sites\/2\/2025\/09\/image_df2170.png?strip=all&#038;quality=95\" alt=\"\" class=\"wp-image-10984\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_df2170.png 1600w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_df2170.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_df2170.png?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_df2170.png?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_df2170.png?w=1536&amp;h=864 1536w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/image_df2170.png?w=150&amp;h=84 150w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\"><em>Source: <\/em><a href=\"https:\/\/www.todoist.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Todoist<\/em><\/a><\/figcaption><\/figure>\n\n\n\n<p>Here\u2019s how Todoist makes getting things done feel effortless:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Quick task capture:<\/strong> Simply say \u201cremind me to follow up with customers on Friday\u201d and the task is automatically created with all the right details.<\/li>\n\n\n\n<li><strong>Flexible organisation:<\/strong> Sort tasks by client, priority, or type of work (calls, emails, meetings) so you always know what to do next. Todoist\u2019s 50+ templates also help you organise tasks more efficiently.<\/li>\n\n\n\n<li><strong>Works everywhere:<\/strong> Access tasks anywhere \u2014 phone, laptop, or tablet\u200c \u2014 \u200cwith everything synced so you can pick up where you left off on any device.<\/li>\n<\/ul>\n\n\n\n<div class=\"layout-six wp-block-salesforce-blog-offer\">\n\t<div class=\"wp-block-offer__wrapper\">\n\n\t\t<div class=\"wp-block-offer__content\">\n\t\t\t<h2 class=\"wp-block-offer__title\">Boost team productivity with Slack<\/h2>\n\t\t\t\t\t\t\t<p class=\"wp-block-offer__description\">Bring together your team, your customers, and your tools to help take your business to the next level with Slack \u2014 it\u2019s where business gets done.<\/p>\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"wp-block-button\">\n\t\t\t\t\t<a class=\"wp-block-button__link\" target=\"_blank\" href=\"https:\/\/www.salesforce.com\/ap\/small-business\/collaboration\/\">Try for free<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<div class=\"wp-block-offer__media\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/slack-marquee-2.webp\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/slack-marquee-2.webp 500w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/slack-marquee-2.webp?w=150&amp;h=150 150w, https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2025\/09\/slack-marquee-2.webp?w=300&amp;h=300 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/>\t\t<\/div>\n\t<\/div>\n\n\t\n\t<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-task-management-made-easy-with-salesforce\">Task management made easy with Salesforce<\/h2>\n\n\n\n<p>Every minute you spend hunting for tasks in sticky notes, random apps, and buried messages is a minute stolen from growing your business. The right tools can transform your workday more effectively than your morning coffee. And with these eight tools, you get just that. Bottlenecks disappear. Accountability becomes automatic. Projects that once dragged on for months suddenly move with purpose and momentum.<\/p>\n\n\n\n<p>And you can get all of that with Starter Suite. It unifies tasks across sales, service, and marketing. Whether you&#8217;re a solopreneur juggling five priorities or leading a team of fifty across multiple time zones, it adapts to your needs without missing a beat.<\/p>\n\n\n\n<p>Start your journey with a <a href=\"https:\/\/www.salesforce.com\/ap\/form\/signup\/freetrial-salesforce-starter\/?d=bcta\">free trial of Starter Suite<\/a> today. Looking for more customisation? <a href=\"https:\/\/www.salesforce.com\/ap\/small-business\/pro-suite\/\">Explore Pro Suite<\/a>. Already a Salesforce customer? <a href=\"https:\/\/www.salesforce.com\/ap\/crm\/foundations\/\">Activate Foundations<\/a> and try out Agentforce 360 today.\u00a0<\/p>\n\n\n\n<p><em>AI supported the writers and editors who created this article.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The only task management tools your business needs to stay productive. <\/p>\n","protected":false},"author":695,"featured_media":10976,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"68c9566e3cb1f182eae4cbcbAP","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[77,214,26],"sf_content_type":[707],"coauthors":[307],"class_list":["post-10985","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-best-practices","sf_topic-startups","sf_topic-small-business","sf_content_type-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - 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