Task Management for Customer Success

Akita’s Intuitive and Powerful Task Management Feature Set Ensure Maximum Efficiency for Your Customer Success Team

Calendar View

Plan your month, week, or day

If a list view is not your thing, Akita’s calendar view provides a visual way to budget time for your upcoming activities. Choose between month, week, and daily list views.

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Pre-defined Lists

Know what Tasks are done, due or (gulp) overdue!

Akita's predefined Task lists provide an easy way to organize your Customer Success workload.

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Grid View

Create custom lists and update them in bulk

Akita's grid view enables users to create filtered lists of Tasks and reassign, close, or delete these Tasks in bulk.

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Simple Interface

We worked hard so you don't have to

Managing Tasks is easy in Akita’s. With features like sub-tasks, files, comments and alerts you and your team will always know what to do—and when.

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Subtasks

Don't forget a detail

Add sub-tasks to an existing Task or pre-define the list when building your Customer Success Playbook. CSMs always know exactly what is required to successfully complete a Task.

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Subscriptions

Keep your team in the loop

With our Follow feature, team members are alerted when Tasks are updated. You can follow a Task yourself or tag teammates to keep them updated.

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Get the Ball Rolling

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

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