Taska module
CRM deal funnel
Keep track of all applications: from first contact to payment. The deal funnel is synchronized with tasks and reports.
Sole prop. «Medica» (equipment)
17,500,000 UZS
School No. 24 (learning center)
4,100,000 UZS
«Lotus» salon + retail
11,800,000 UZS
Brandbook · corporate ID
Proposal sent · awaiting reply
Who it's for
Sales departments, account managers and commerce managers, where conversion, speed and revenue forecast are important.
Three working views
Kanban, list, and lost deals — one funnel
Run deals the way your team likes: a stage board, a dense table, and a dedicated lost-deals view with sources.
Kanban
Stage columns, amounts on cards, owner and lead source — the whole pipeline on one screen.
List
A table across all deals: amount, stage, source, owner — great for reporting and exports.
Lost deals
Lost deals stay in history: reasons, amounts, and channels — so you can learn from the funnel.
Deal card
Deal, comms, and outcome in one place
Deal fields, stage, and amount on the left; chat, tasks, and meetings on the right — plus quick Win / Lost.
DEAL
Sole prop. «Medica» (equipment)
Note
No messages on this deal yet
Funnel setup
Stages, colors, and auto-tasks
Build a funnel per business line: stage order, lead sources, and automatic tasks when a deal moves.
Auto-task for stage
Call the client within 2 hours
Assignee: deal owner
Auto-task for stage
Complete qualification and next step
Assignee: deal owner
Key Features
Everything for transparent sales and forecasting without side spreadsheets.
Customizable funnel stages for your transaction cycle (B2B, services, large wholesale).
Deal card: contact, budget, lead source, competitors, next step.
Automatic creation of tasks when passing a stage: call, CP, demo, contract.
Probability and forecast along the funnel for cash planning and purchasing.
Funnel by sources and managers - where leads are lost and who attracts conversion.
History of transaction activity: letters, calls, meetings, files in one feed.
See what’s inside
What you get with the Sales funnel module on the platform.
Customizable funnel stages for your sales process
Deal card: contact, budget, source, history
Automatic creation of tasks by stages (call, meeting, CP)
Statistics on conversion and amount at each stage
Examples of attack scenarios
How the funnel works together with tasks and reports.
The lead from the advertisement ends up in “New”; after qualification - in “Negotiations” with a task at the control point.
A major transaction is divided into internal sub-stages of price negotiation and due diligence.
An overdue transaction at the “Payment” stage is highlighted and creates a task for the financier and manager.
Other Taska modules
Deals connect to tasks, clients, and finance — assemble your operating 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.