Nested sub-tasks
Break a big task into sub-steps. Unlimited depth, you can have sub-sub-tasks if you need them. Checking a sub-task updates the parent's progress.
Tasks Module
The only real task management.
Not a checkbox next to a contact. A real productivity app, integrated into the CRM. Sub-tasks, lists, team, recurrence, comments.
Why a dedicated module?
On Pipedrive or HubSpot, a « task » is a row with a title and a date. No sub-tasks, no threading, no lists to organize. Result: salespeople open Notion, Asana or Todoist on the side. Lea solves this by integrating a real module, at the level of a light Asana, directly inside the CRM, linked to deals and contacts.
What you can do
9 capabilities that together cover 99% of what a salesperson does in their to-do.
Lists to organize
Create colored lists: « Sprint this week », « Client X project », « Personal », « Blocked ». Each task can belong to a list. Kanban view by priority: drag a card to change its priority. List view by default, filterable by list.
Team assignment
Assign a task to any member of your team. The assignee sees the task in their /todos and on their « Your day » page. Notifications optional.
Followers
Add followers on a task to keep them in the loop and let them comment, without being responsible for it. Useful for collaborative tasks.
4 priorities
Low, Medium, High, Urgent. In « Your day », each task shows its priority in color, in red for Urgent. Pipedrive: 0 priorities. HubSpot: 3. Lea: 4 real ones.
Recurrence
A task can repeat every day, week, month or year, with a counter (« every 2 weeks », « every 3 months »). Ideal for cyclic follow-ups and team rituals.
Hour estimates
Each task has an optional « estimate » field. Useful to plan your week or justify time spent on a client file.
Comment threading
Discuss a task in a thread. No need to switch to Slack. Comments are linked to the task and stay available as long as it exists.
Tasks linked to a deal
A task can be linked to a deal. It then shows up on the deal card AND in the assignee's /todos. One place for your to-do, no more forgotten items between Trello and the CRM.
Workflow
Deal tasks = tasks in /todos
When you create a task from a deal card (e.g. « call Martin Monday »), it automatically shows up in the assigned salesperson's /todos module, and on their « Your day » page on the planned date. No need to duplicate it in another app, one place for your to-do.
- Create a task from the deal → it bubbles up in /todos
- Mark the task done from /todos → it updates on the deal
- Filter /todos by « tasks linked to a deal » to see only commercial work
- No more double entry between CRM and external to-do app
Tasks module: Lea vs competitors
Compared to the three best-known CRMs, on task capabilities only.
| Capability | Lea | Pipedrive | HubSpot | Zoho |
|---|---|---|---|---|
| Nested sub-tasks | ✓ unlimited | ✗ | ✗ | ✗ |
| Lists to organize | ✓ colored | ✗ | ✗ | ✗ |
| Priorities | 4 (L/M/H/U) | 0 | 3 | 3 |
| Team assignment | ✓ | ✓ | ✓ | ✓ |
| Followers | ✓ | ✗ | Pro+ | Pro+ |
| Native recurrence | ✓ D/W/M/Y | ✗ | Sales Pro+ | ✗ |
| Hour estimates | ✓ | ✗ | ✗ | ✗ |
| Comment threading | ✓ | ✗ | ✓ | ✓ |
| Deal task → /todos | ✓ unified | Separate view | Separate view | Separate view |