Iaximo
Tasks & Leads

Assign work and never lose a lead

One place for tasks and leads, where every item has an owner and nothing slips through the cracks.

Free to start · No card required · Set up in an afternoon

Today’s overviewThis week
Acme Corp dealWonAR
Website revampIn progressMK
Q3 payroll runPendingSI

Sound familiar?

01

Double handling

Two people work the same lead the customer notices, the deal dies.

02

Lost follow-ups

"Call back Tuesday" vanishes into a notebook forever.

03

Unclear ownership

Everyone assumes someone else is handling it, so nobody does.

What you get with Iaximo

The pieces that matter most for this team.

Lead locking

A lead opens, it locks to that owner no collisions.

Status flow

New to won, visible to the whole team at a glance.

Follow-up reminders

Promised callbacks surface on the right day.

Linked tasks

Tasks attach to the lead they belong to, always.

Up and running in four steps

No migrations, no long onboarding iaximo just a clear path to a working team.

  1. 1

    Set up in an afternoon

    Create your departments, add your people, and assign roles iaximo no consultants needed.

  2. 2

    Assign the work

    Leads and tasks flow to the right owners instantly, with locking to prevent collisions.

  3. 3

    Track it live

    Attendance, progress, and activity update in real time across every team.

  4. 4

    See the results

    Reports and payroll build themselves at month end iaximo no chasing, no spreadsheets.

How teams use tasks & leads

Leads arrive, lock to an owner, move through a clear pipeline, and every task stays tied to its deal.

  • The lock system ends 'who owns this' fights
  • Managers reassign stale leads in one click
  • Every task traces back to its lead
0
leads worked twice
100%
of follow-ups on time
1
owner per lead, always

Give every lead a clear owner