Are tasks created automatically when a lead comes in?

No. You create tasks yourself. The paid Automation add-on can create tasks.

Leads, Tasks and ToDos are free in every workspace, and many Marketplace modules are free to install. Some add-ons are paid; see the pricing page. During the invite-only beta, workspaces are free with no credit card.

Features · Tasks

A CRM with task management built in

Most teams keep leads in one tool and tasks in another. EloSync is CRM and task management software in one workspace, so the next step on a lead is a task with a name and a date on it.

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app.elosync.com — Tasks

My team's tasks

Call Acme Studio
Sara · Due Today
Prepare Northwind brief
James · Due Tomorrow
Update Bright Co. notes
Amina · Due Wed

Sample interface for illustration — not live customer data.

Tasks from your leads

Turn each next step into a task with an owner and a due date. Tasks have comments, so the context stays with the work.

Kanban boards

Move tasks across Kanban boards to see what's waiting, in progress and done.

ToDos for the small stuff

Personal ToDos sit alongside tasks for things that don't need a full task.

Free in every workspace

Leads, Tasks and ToDos are included free in every workspace, and modules like Contacts, Companies, Calendar, Meetings, Projects and Help Desk are free to install from the Marketplace when you need them. Optional paid add-ons (Branded, Automation, WhatsApp Cloud and AI Assistant) are listed on the pricing page.

FAQs

Are tasks created automatically when a lead comes in?: No. You create tasks yourself. The paid Automation add-on can create tasks.
Is EloSync free?: Leads, Tasks and ToDos are free in every workspace, and many Marketplace modules are free to install. Some add-ons are paid; see the pricing page. During the invite-only beta, workspaces are free with no credit card.

EloSync is in an invite-only beta, free while the beta runs, with no credit card. Apply for the beta.

Apply for the beta