Your website
Contact forms, enquiry forms, quote requests and landing pages feed straight into the system, carrying the page and the campaign the visitor came from. If we built the site, this is wired at source rather than bolted on.
Task Officer
Explore the platform, discover its features, and see how it
helps your team manage every enquiry.
Most CRMs fail because they ask the sales team to do extra typing. Task Officer is
built around the opposite idea: the lead arrives on its own, the system decides who owns it, and the only
thing a sales person has to do is the part they are paid for. Leads come in from your website, your social ads, your phone system and your
other channels without anyone copying them across. Every lead carries where it came from and how good it looks, so your effort and
your budget go to what actually converts. Routed to the right team member the moment it lands, with a response clock
running from that point. Tasks and reminders attached to the lead, so nothing depends on memory and
nothing goes quiet by accident. One lead, one history. Everything that happened to it is on the same screen, whoever
handled it. The enquiry arrives
from a website form, a social campaign, a phone call or a third-party portal and becomes a lead
record automatically, carrying the source it came from. Nobody re-types an enquiry out of an
inbox or a call log. Source, requirement
and lead quality recorded against the lead, so the pipeline is ranked rather than just long and
your team spends the day on the enquiries worth the hour. Allocated to a named
sales person, with the response time measured from the moment the lead landed rather than from
the moment somebody noticed it. Most lost enquiries are not lost on price. They are lost to
whoever answered first. Tasks, reminders,
calls and notes held against the lead until it converts, or is closed with a reason. The next
action is on the record, not in somebody's head, so a lead does not go quiet by accident. A lead that nobody owns is not a lead. It is a cost you have already paid for and will never collect on.
Lead forms from Facebook and other paid channels pulled in automatically, so a
campaign enquiry is in the queue in seconds rather than at the end of the week. IVR and telephony connected by API, so an inbound call becomes a lead record with
the number attached. Third-party portals and listing sites can be connected the same way. Each channel is connected once. After that, nobody re-types an enquiry from an inbox, a notepad or a call
log — which is the only reason the monthly enquiry count can be a fact rather than an estimate. Not every enquiry deserves the same effort. Task Officer records the source of every
lead and lets you grade its quality, so you can see which channels produce buyers and which produce
traffic. Over a quarter that is the difference between an advertising budget and an advertising guess. A lead is assigned to a named person the moment it arrives, and the time between
arrival and first contact is visible to everyone. Reassignment and escalation catch the ones that go
quiet, so a three-day silence is something the system reports rather than something you find out about
later. Based on what happens to a lead, tasks and reminders are set for the person who owns it.
The manager sees the same picture: who is working what, what is overdue, and what each person is actually
bringing in. Every channel lands in the same queue, so the count is a fact rather than an estimate. Source is recorded on the lead at capture, not reconstructed afterwards from memory. Measured from arrival to first contact, per lead and per person. Open and overdue tasks by owner, visible without asking anyone. Conversions reported back against the source that created them, not just the clicks they
bought. Conversions and value per person over the period. Confirm which of
these are standard views in the current release. Anything built per client should be described that way
rather than implied as out of the box. Sales people are not at a desk. The iOS and Android apps carry the parts of the job that
cannot wait: the lead that has just arrived, the call that needs logging, the reminder that is due this
afternoon. We own this product and we also build custom systems, so we have no commercial reason
to push you toward either. The recommendation follows your economics, not our order book. What buyers ask us before they put a team on it. Tell us where your enquiries come from and what happens to them now. We will walk you
through Task Officer on a live account, show you the parts that matter for how you sell, and tell you
honestly if a product is the wrong answer for you.
Want to know more about Task Officer?
You are probably here because one of these is true
What Task Officer is
A lead management system, not a database to
fill in
Captured automatically
Scored and sourced
Assigned to a person
Followed through
How it works
From enquiry to closed, in one record
Lead capture
Wherever the enquiry comes from, it lands in one queue.
Social and advertising
Phone and third parties
Know which leads are
worth the hour
Somebody owns it, and
the clock is running
Tasks, reminders and performance
Follow-up stops being a matter of memory
What you can finally answer
The questions a sales meeting usually cannot settle
How many enquiries did we get?
Which source produced them?
How fast did we respond?
Who is sitting on work?
Which campaigns produced revenue?
What is each sales person worth?
Mobile
Your pipeline on the phone, where your sales team actually is
Honest advice
Task Officer, or something built for you?
Task Officer fits when
Task Officer plus our work
A custom build fits when
For features, plans and a
free trial, visit the product site
Questions
Frequently asked
Task Officer is a lead management and CRM platform built and operated by iSolution. It captures
enquiries from your website, advertising, phone system and other sources into a single queue,
records where each lead came from and how good it looks, assigns it to a named sales person, and
holds the tasks and reminders that keep the follow-up happening. It includes iOS and Android apps
so the sales team can work from the phone.
It is narrower on purpose. The large platforms are configurable enough to model almost any sales
process, which is why they take months to implement and are often half-used a year later. Task
Officer does lead capture, assignment, follow-up and sales reporting, and is meant to be in daily
use quickly. The other difference is who is behind it: the same company builds the website, the
order system and the warehouse system, so the CRM can be connected to what happens after the sale
rather than stopping at it.
Confirm the commercial
model before publishing — subscription per user or per company, whether a free trial exists, and
whether setup is quoted separately. Then state it here or link to the pricing page on
taskofficer.com.
Yes. Forms on a site we did not build can be connected, and if iSolution built or maintains the
site the capture is wired in at source along with the campaign and page the visitor arrived from.
Confirm the connection
method for third-party sites — API, form endpoint or plugin
IVR and telephony can be connected by API, so an inbound call becomes a lead record with the number
attached. Confirm which
providers are already integrated and which require a build
Confirm the import formats
and whether our team does the migration or the client does. This is the first practical question
a buyer with an existing spreadsheet will ask.
Confirm the policy before
publishing this answer, and keep it consistent with the Shopaccino and Custom Software pages. It
is one of the first questions a serious buyer asks, and a vague answer costs more than no
answer.
Our own team in Jaipur, India. The product, the hosting and the support come from the same company,
so the person who answers can look at the system rather than pass the question on.
Confirm support channels
and hours
Show us how a lead reaches you today
