Taska module
Client base and contracts
All information about clients, legal entities and contracts is in one system. No more Excel and lost contacts.
LLC «Vega»
Contracts (1)
SMM promotion
7,900,000 UZS
Sole prop. «Sphere»
Contracts (2)
Website support
5,800,000 UZS
LLC «Delivery+»
Contracts (1)
Integrations and reporting
11,900,000 UZS
Sports club «Orbit»
No active contracts
Who it's for
Sales, legal department and back office: a single database of legal entities, contracts and contacts without duplication in Excel.
Four tabs — full loop
Base, contracts, payments and debts
From the client grid to the payment calendar and overdue list — without jumping between Excel and chats.
Client base
Cards with active contracts, services and amounts — add a new contract from the client in one click.
Contracts and sales
Table: client, amount, payment schedule, Active status — legal and commercial control in one place.
Finance and payments
Expected revenue, active contracts count and a payment calendar by day of the month.
Debts
Overdue items with amount, due date and description — cash desk and managers see the same picture.
Client card
Company, notes and contracts in one window
Details under Company, communication in Notes, contracts and amounts in a list — no duplicate data entry.
Contracts
SMM promotion
7,900,000 UZS
Key Features
A single base for sales, legal and back office.
Card of the organization and contact persons with roles (purchasing, director, accounting).
Register of contracts: terms, amounts, auto-renewal, applications and files.
The client’s connection with transactions, tasks and payments - a complete history of interactions.
Search by tax ID, name, phone, and email for quick access.
Segmentation and tags for marketing and call prioritization.
Templates for documents and invoices with substitution of details from the card.
See what’s inside
What the Clients and contracts module gives you.
Customer cards with a history of all interactions
Accounting for contracts, statuses and renewal terms
Linking clients with transactions, tasks and payments
Quick search by TIN, name and contacts
Examples of attack scenarios
How the module connects deals, tasks and payments.
New counterparty: a card is created from a transaction; the contract is carried out in the same circuit.
An expiring contract provides a reminder to the person responsible and a task to extend or revise the terms.
Payment dispute: the manager opens the history of invoices and correspondence without a request to the accounting department.
Other Taska modules
Clients are linked to the funnel, tasks and finance — assemble the full loop.
Taska Bot
bot
Good morning! Summary for today:
- • 3 new applications
- • 2 contracts to sign
- • Meeting at 14:00
Integration
Alerts and control
on Telegram
Tasks and transactions live in Taska, and key notifications come to Telegram. The manager sees the business picture where the team is already located.
Instant alerts
A new application, an overdue task or payment - immediately in Telegram.
Status management
Change deal stages and task statuses directly from the chat.
Brief reports
Summary of revenue and tasks in a convenient format according to the schedule.
Stop losing leads out of the blue.
We don't sell "boxes". We design the digital spine of your business. Leave a request and we will show you where you are losing money right now.
Launch in 14 days
MVP version in 2 weeks
Mobile First
Convenient from your phone
Personal account
For you and employees
Guarantee
24/7 support
Frequently asked questions
Everything you wanted to know about development but were embarrassed to ask.
We launch the basic version (MVP) in 14 days. This allows you to immediately start working and receiving data. Complete setup of a complex turnkey ERP system usually takes from 1 to 2 months depending on number of modules.