Staying on top of client work is easier when your whole team has one place to track follow-ups, record conversations and keep important details together. That’s why we built tasks and notes into the new ClientCircle interface—so your agency can move faster, stay aligned and never miss a beat.
Keep every detail in one place
Notes help your team capture the context behind every client interaction. Add notes to contacts, accounts, policies, surveys or tasks and keep everything organized in one spot. Record family details, past conversations, coverage questions, competitor quotes or anything else your team may need later. Attach files, add headings or checklists and format your notes so they’re easy for everyone to understand.
Add tasks wherever you’re working
When something needs to get done, you can create a task directly from the place you’re already working—an account, a contact, a policy or a survey. Set due dates, priorities and custom fields. Assign tasks to one person or several. Add notes inside the task to keep the background, context and follow-up details together. Everything stays connected and nothing gets lost.
Build task types that match your workflows
Every agency has its own way of organizing work, so task types are fully customizable. Create your own and define the statuses, priorities and fields that make sense for your process. Track re-quotes, renewal calls, underwriting follow-ups, meetings or anything else your team handles. Add custom fields like “key customer” or “quoted carrier” to capture the exact information you need. Each task type becomes its own board, giving you a dedicated space to manage that workflow from start to finish.
Drag, drop and see progress instantly
Move tasks between statuses with a quick drag and drop. Switch between panel, table or card view depending on how your team likes to work. Open a task to see full details, update information, add notes or reassign work without navigating away. It’s fast, flexible and easy for your whole team to learn.
See everything assigned to you with one click
Your to-do board pulls together all tasks across all task types, giving you a single view of everything assigned to you. Sort by status, date or priority and start your day with a clear plan. It keeps your work organized without any extra effort.
Visualize your deadlines with calendar view
If you prefer to see your work by date, calendar view offers a simple visual layout of upcoming tasks. Drag a task to another day to update its due date instantly. Color-code by priority, open tasks for details and keep track of what’s coming up next.
Tasks and notes are built right into the new ClientCircle interface, so everything works the same across your CRM. Once you learn it in one place, it clicks everywhere.
Want to see how it all works?
Watch our mini webinar to learn more about tasks and notes in ClientCircle.