Dashtask.ai - Task/Project manager and CRM built for AI Agents and Humans to work together.v1.9.1

A sales team uses DashTask to track leads through a custom pipeline, assigning tasks to follow up based on lead status and priority. The AI agent can create leads from inquiries, update their stages after calls, and generate tasks for team members with specific dimensions like industry or lead source, ensuring consistent CRM updates and task delegation.

A software development company manages projects with tasks categorized by entity (e.g., client), department (e.g., engineering), and custom dimensions like sprint cycles. The AI agent lists open tasks, assigns them to team members based on availability, and updates statuses, facilitating collaboration between humans and AI in a dynamic remote work environment.

A support team integrates DashTask to handle customer issues as tasks, with dimensions for urgency, type (e.g., bug, feature request), and category. The AI agent creates tasks from support tickets, prioritizes them based on urgency, and assigns them to agents, while also logging activities in the CRM for tracking customer interactions and resolution times.

An event management firm uses DashTask to plan events with tasks for venues, vendors, and promotions, utilizing dimensions like entity (vendor type) and custom dimensions for budget tiers. The AI agent helps list pending tasks, create new ones for follow-ups, and manage CRM leads for potential sponsors, ensuring all aspects are tracked and delegated efficiently.

A real estate agency manages property listings and client leads in DashTask, with tasks for viewings, paperwork, and maintenance. The AI agent creates leads from inquiries, assigns tasks to agents based on property type or location dimensions, and updates lead stages as clients progress through the sales pipeline, streamlining property and client management.

DashTask operates as a Software-as-a-Service platform, charging organizations a monthly or annual fee per user or based on feature tiers (e.g., tasks, CRM, advanced dimensions). Revenue is generated through recurring subscriptions, with potential upsells for additional AI agent integrations or custom dimension support, targeting small to medium businesses.

The platform offers a free tier with basic task and CRM management for small teams, while premium features like advanced dimensions, unlimited projects, and enhanced AI agent capabilities are gated behind paid plans. Revenue comes from upgrades to premium tiers, encouraging user growth and conversion through value-added services.

DashTask targets large enterprises with custom needs, offering tailored licenses that include dedicated support, custom dimension development, and integration with existing systems. Revenue is generated through one-time setup fees, annual licensing contracts, and ongoing customization services, focusing on high-value clients in sectors like finance or healthcare.