Keep follow-ups and to-dos next to the customer they belong to. Give each one a priority, hand it to a teammate, and see what is due on a calendar.
Tasks is included on Growth, Pro and Ultimate.
Follow-ups get lost. A promise to call a customer back ends up on a sticky note, in your inbox, or only in your head, and the busy week buries it. WebNewBiz keeps every task next to the customer it belongs to, inside the same CRM that holds your contacts. Give it a priority and a due date, hand it to a teammate, and move it along as the work gets done.
A task sits on the contact it belongs to, so the follow-up and the person you need to call are in the same place.
Open a contact or click New Task, type what needs doing, and it is saved. No separate app to set up.
Mark each task Urgent, Very High, High, Normal or Low, so the team knows what to pick up first.
Tasks move across three columns: In Progress, In Review and Done. Drag a task along as it gets finished.
See what is due on a calendar, and filter by date to focus on today, this week, or everything at once.
Give a task to a teammate and it shows up next to the right customer, so nobody is guessing who is doing what.
A task in WebNewBiz is not floating on its own in a separate list. It sits in the CRM next to your contacts, so the follow-up and the customer stay together. Website enquiries land in the CRM as contacts on their own, and store buyers become contacts too, so the person you need to follow up with is already there when you make the task.
On each task you set:
You can attach a file to a task as well, when you want the quote, photo or document to travel with it.
Tasks move across a board with three columns: In Progress, In Review and Done. Drag a task from one column to the next as it moves along, so anyone on the team can see at a glance what is being worked on and what is finished.
Switch to the calendar to see what is due and when. Filter by date to look at today, this week, or every open task together. This is built for follow-ups and to-dos that sit against your customers, not for large projects with subtasks and dependencies.
Tasks are shared, so your team is not guessing who owes what. Assign a task to a teammate, set the priority, and it appears alongside the right customer. How many people you can add depends on your plan: three team members on Growth, five on Pro, and unlimited on Ultimate.
Because tasks live in the same dashboard as your website, store and contacts, you are not paying for or logging into a separate tool. It works the same way across WebNewBiz sites built on WordPress, Shopify and custom code.
Small business owners who keep losing follow-ups in their inbox and on sticky notes, and small teams who need to see who is handling what for each customer.
Every plan costs $1 for the first month, then the monthly price below. Cancel any time.
| Plan | Price | Tasks |
|---|---|---|
| Lite | $9 a month | No |
| Starter | $29 a month | No |
| Growth | $79 a month | Yes |
| Pro | $149 a month | Yes |
| Ultimate | $199 a month | Yes |
Full details on the pricing page.
Can I manage tasks inside my CRM?
Yes. Tasks are part of the WebNewBiz AI CRM. Each task sits next to the customer it belongs to, with a priority, a due date and the teammate who owns it.
Does WebNewBiz have follow-up reminders for small business?
You can give each task a due date and a priority, then see what is owed on a calendar and filter by date. The task stays attached to the customer so nothing slips.
Can my team share tasks?
Yes. Assign a task to a teammate and it shows up next to the right contact. You can add three team members on Growth, five on Pro, and unlimited on Ultimate.
How do I set priorities on a task?
Each task can be marked Urgent, Very High, High, Normal or Low, so the team knows what to pick up first.
Which plan includes task management?
Tasks are on Growth, Pro and Ultimate, as part of the AI CRM. The CRM starts on Growth at $79 a month. Every plan is $1 for the first month.
Do tasks connect to my customers?
Yes. Website enquiries become contacts on their own and store buyers become contacts too, so you create the task right on the person it belongs to.
Can I attach a file to a task?
Yes. You can attach a file so the quote, photo or document stays with the task.
Does it work if my website is on Shopify?
Yes. Tasks work the same way across WebNewBiz sites built on WordPress, Shopify and custom code.
Build your website first, then open the CRM and keep every follow-up next to the customer it belongs to.
Create your website for $1