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Task Scheduler

A to-do list that chases the work for you.

See it in a demo

The problem

Deadlines slip through inboxes and sticky notes. Nobody is sure who owns what, follow-ups get missed, and the first anyone hears about a stalled deal is when the customer stops replying.

What Task Scheduler does

Task Scheduler puts every commitment your team makes in one place — assigned to a person, attached to the record it belongs to, and set to remind them before it's late rather than after.

app.cherryberrycrm.com
The CherryBerry CRM scheduler showing a month calendar with lead, contact and opportunity activity
The scheduler calendar — lead, contact and opportunity activity in one month view.

Capabilities

What you get with Task Scheduler

Assign and delegate

Create a task, attach it to a lead, contact or opportunity, and hand it to the person responsible. Ownership is explicit, so nothing sits in the gap between two people.

Reminders before the due date

Every task carries its own reminder time as well as a due date, so the notification arrives while there is still time to act on it.

Calls, meetings and events

Log the kind of work it actually is — a call, a WhatsApp message, an email, a physical or virtual meeting — rather than forcing everything into one generic task.

One centralised view

Managers see the whole team's workload in a single queue; reps see only what's theirs. Everyone works from the same list instead of six private ones.

Fits your process

Task types, stages and priorities are configured to match how your team already works — we adapt the scheduler to the process, not the other way round.

A record of what happened

Completed tasks stay logged against the customer record, so the history of who did what and when is there when you need to account for it.

Questions

About Task Scheduler

See it running on your own process

Book a walkthrough and we'll show you CherryBerry configured around the way your team actually sells — not a generic demo tenant.