OkoCRM has integrated its sales funnel with a task tracker, allowing for automated workflow transitions between sales and production departments. This update enables managers to monitor order progress directly from the deal card without switching between different systems.
According to the company, this integration reduces the time required to transfer orders to production by 19%. Additionally, the volume of clarification requests between sales managers and production staff has decreased by 44%.
The new 'Execution' tab in the deal card displays all tasks, projects, deadlines, and checklist progress. Users can trigger task creation manually or automatically through predefined actions, such as moving a deal to a specific stage in the sales funnel.
The system allows for the creation of projects from templates or the linking of existing tasks to deals. New search filters for deals have been added to the task management interface, ensuring that both executors and managers have full visibility into order status.
The feature was first announced in August 2026 as part of the company's development roadmap. The update is included in the standard subscription and is available to all OkoCRM users at no additional cost.