Sales tasks and follow-ups
Track follow-ups with due dates and priorities, linked to the deal, contact, or customer they belong to, so nothing promised in a call dies in a notebook.
Deals rarely die because the product lost. They die because the follow-up never happened. ERPClaw’s built-in Sales keeps follow-ups as real tasks with owners, due dates, and priorities, attached to the deal or person they belong to, in the same system as everything else.
Say it the way you would out loud:
“Remind me to send Acme the revised quote by Friday, high priority, and attach it to their deal.”
A task knows what it is about
Tasks link to the things they concern: a lead, a deal, a customer, or the contacts and companies you maintain. One task can link to several at once, so “call Jane about the Acme renewal” can sit on both Jane and the renewal deal, and turn up when you look at either.
The link is checked when you make it. A task cannot point at a deal that does not exist, which is how orphaned reminders are born in looser systems.
The morning question
“What is overdue?”
“What is due in the next three days?”
That is the whole workflow. Ask for the overdue list at the start of the day, work it, and ask again tomorrow. You can narrow by owner, by priority, or by what the task is linked to:
“Show me everything open on the Acme deal.”
Closing the loop
“Done with the quote task, I sent it over this morning.”
Completing a task records when and optionally what happened. A task that is already done refuses to be done twice, so the record stays honest. Cancelled tasks keep their reason, which is worth thirty seconds when you are reconstructing a deal six months later.
Common questions
How is this different from the activity log? Activities record what happened: a call was made, an email was sent. Tasks are what should happen next, with a due date and an owner. Both live on the deal, and neither replaces the other.
Can a task belong to more than one thing? Yes. Link it to the deal and the contact, and it appears on both. Links can be added and removed as the situation changes.
What happens to tasks when a deal closes? Nothing automatic. Open tasks stay open until completed or cancelled, so a won deal’s onboarding follow-ups survive the win.
Can I assign a task to someone else? Yes, tasks carry an owner. Filter the list by owner to see one person’s plate.
What counts as overdue? Anything past its due date and still open. The overdue filter is the fastest honest answer to “what did we drop?”
Do tasks show up in searches? Yes, alongside contacts, companies, leads, and deals. See saved views and search.
Reference: the actions behind this page
You never have to type these. They are what ERPClaw runs when you ask, and they are here for anyone calling the API or MCP surface directly, or reading a log.
add-crm-task --subject "Send revised quote" --due-date 2026-08-21 --priority high --link-to "opportunity:<id>"
list-crm-tasks --overdue
list-crm-tasks --due-within-days 3 --assigned-to <user>
list-crm-tasks --linked-to "opportunity:<id>"
complete-crm-task --crm-task-id <id> --notes "Sent this morning"
cancel-crm-task --crm-task-id <id> --reason "Deal went dark"
link-task-to-entity / unlink-task-from-entity
update-crm-task / get-crm-task--link-to repeats for multiple links and accepts lead, opportunity, customer, crm_contact, and crm_company targets, checked for existence at link time.