CRM, agile work and service desk in one workspace

Run sales, delivery and support from one place your whole company trusts

TaskBadger brings your pipeline, sprints, tickets, docs and people together, with access rules down to every field, so everyone sees exactly what they should.

Everything a growing company runs on

Eight modules on one data model, one permission system and one search, instead of eight tools stitched together.

Agile workBoards, backlogs, sprints, timelines and time tracking.

CRM & salesLeads, pipelines, quotes, forecasts and contracts.

Service deskTickets with SLAs, queues, a customer portal and a knowledge base.

Docs & diagramsA wiki with versions, plus draw.io and Excalidraw.

CalendarShared calendars, free/busy and booking pages.

Chat & callsChannels, direct messages, voice and video.

HR & assetsLeave, shifts, recruitment, assets and stock.

Reports & analyticsDashboards, a report builder and scheduled exports.

Agile work

Plan the sprint, ship it, watch the burndown

Configurable workflows, drag-and-drop boards, a timeline for the big picture and time tracking that keeps the burndown honest.

Workflows with approvals, conditions and validators
JQL search and saved filters
Releases, components and story points

A project timeline with epics and their issues

Sales

A pipeline that tells you what to do next

Score leads, move deals through your own pipelines, price them from your catalog and close with quotes your customers accept online.

Assignment rules and duplicate checks
Quotes with approvals and a customer link
Forecasts, quotas and renewals

The sales pipeline with deals in each stage

Service desk

Support that keeps its promises

SLA clocks that respect working hours, queues for every team, a customer portal, and a link to the bug fix that closes the ticket.

Email and portal intake
SLA pauses, breach alerts and satisfaction surveys
Bugs linked to engineering issues

A support ticket with its SLA and conversation

Knowledge

Docs, diagrams and decisions next to the work

A wiki with drafts, versions and restrictions, live embeds of issues and records, and draw.io or Excalidraw diagrams on any page.

Spaces with roles and page restrictions
Export to PDF and Markdown
Diagrams that follow their page's access

A documentation space with its pages and diagrams

Insight

Numbers everyone can trust

Every widget counts only what the viewer may see. Build reports across modules, send them on a schedule and export to Excel or PDF.

Revenue, velocity and SLA dashboards
A report builder with groupings and charts
Scheduled deliveries, checked per recipient

The sales dashboard with revenue and win rate

Team

Calendars, chat and calls in the same place

Shared calendars with free/busy, booking pages for customers, channels with mentions and one-click voice or video calls.

Leave and shifts on the calendar
Booking pages that only show free time
Huddles in any channel

Access control

Everyone sees exactly what they should

Permissions are not an add-on: every list, export, report, notification and search checks them on the server.

Field-level rules

Hide or lock any field per role, custom fields included.

Row-level scopes

Own records, the team, the reporting line or everything, per record type.

Delegated administration

Managers administer only the roles and people below them.

Two-factor and directory sign-in

Authenticator codes, recovery codes and Active Directory sync.

Audit trail

Every access change is recorded in an append-only log.

Approvals

Multi-step approvals on issues, quotes, expenses and more.

Anywhere

Built for the phone in your pocket

Every screen works from a small phone up: triage tickets on the train, approve leave between meetings, answer a mention from the corridor.

Light and dark themes
In your team's language
Live updates without refreshing