--- title: "ezTask.io Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ezTask.io Software - reviews, pricing plans, popular comparisons to other Sales Engagement Platform products and more." source_url: "https://www.capterra.com/p/180685/AppiVa-Software/" page_type: "product" language: "en" --- # ezTask.io Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) ezTask.io ## What is ezTask.io? Task management software and collaboration software with the newest features ## What is ezTask.io used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[Sales Engagement Platform](https://www.capterra.com/sales-engagement-platform-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price ₹7 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ezTask.io?[Manage this product listing](https://www.g2.com/products/eztask-io/claim_requests/new?auto=true) ## ezTask.io Overview Updated September 2026 AI summary ezTask.io is a cloud-based CRM and financial CRM solution designed for small businesses, offering tools for managing contacts, leads, tasks, and calendars. With features like mobile access, reporting and analytics, and optional alerts and notifications, it enables teams to organize customer interactions and monitor sales activities from web or Android devices. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ezTask.io 4.5 (2) VS. [### elay](https://www.capterra.com/p/10004901/elay/) [4.8 (29)](https://www.capterra.com/p/10004901/elay/reviews/) Starting Price ₹7 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (2) Ease Of Use 4.8 (29) Value For Money 5.0 (2) Value For Money 4.8 (26) Customer Service 4.0 (2) Customer Service 4.9 (29) ## ezTask.io alternatives [Salesloft](https://www.capterra.com/p/157977/Salesloft/) [4.3 (232)](https://www.capterra.com/p/157977/Salesloft/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/157977/Salesloft/) Highest Rated [Substrata](https://www.capterra.com/p/201748/SUBSTRATA-SCIP/) [4.9 (166)](https://www.capterra.com/p/201748/SUBSTRATA-SCIP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/201748/SUBSTRATA-SCIP/) [Salestarget.ai](https://www.capterra.com/p/10028614/SalesTarget/) [4.9 (46)](https://www.capterra.com/p/10028614/SalesTarget/#reviews) Starting price $169.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10028614/SalesTarget/) [Slack](https://www.capterra.com/p/135003/Slack/) [4.7 (24,209)](https://www.capterra.com/p/135003/Slack/reviews/) Starting price $8.75 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/135003/Slack/) ## FAQs about ezTask.io Overview ### What company size and specific industries is ezTask.io built for? ezTask.io is designed for small to large BFSI organizations that need field force automation and sales management tools. It is built for banking, financial services, and insurance teams that manage sales activity in the field and need support for BFSI-specific workflows. Features and Usability ### What are the key features of ezTask.io? ezTask.io offers CRM and pipeline management for tracking contacts and sales stages, plus lead management and contact management for organizing account data. It also includes task management, task scheduling, calendar management, alerts/notifications, document management, collaboration tools, mobile access, and reporting/analytics for team coordination and performance tracking. Getting Started and Support ### What training and onboarding options does ezTask.io offer? ezTask.io provides live online sessions, webinars, and documentation to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material for setup steps, feature details, and ongoing product use. Getting Started and Support ### What customer support options does ezTask.io offer? ezTask.io provides chat support for users who need help while using the product. With no reviewer feedback available, support quality, response speed, and common issues cannot be assessed here. ## Features AI summary Based on 14,838 Sales Engagement Platform reviews Capterra reviewers point to the following as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) ezTask.io focuses on other CRM capabilities that reviewers also value, including **Contact Management** (**44%**). This feature helps teams keep customer details organized in one place, follow up more consistently, and maintain clearer records across sales and service interactions, helping businesses manage relationships more efficiently. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Automation Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. Calendar Management Track and manage schedules and meetings via an integrated calendar Cloud Provides Cloud deployment options (private or public cloud, hybrid cloud). Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Contact Management Manage, organize, and store contact information ezTask.io 18 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Automation: Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Cloud: Provides Cloud deployment options (private or public cloud, hybrid cloud). - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (2) 4.0 Based on 2 reviews ## Pricing Value for money 5.0 (2) Free Trial Basic ₹7.00 Flat Rate,Per Month Value for money 5.0 (2) 5.0 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (2) 4.0 Based on 2 reviews ## User reviews Overall rating 4.5 Based on 2 reviews Filter by rating 5(1) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Founder E-Learning ### "Task Manages Intelligently" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 16, 2018 Pros Appiva has been a very useful task management product for us. We are a training company and often use Appiva for scheduling work tasks with our participants. The team at Appiva has been flexible in meeting our requirements and supported us a lot in adapting to the tool in initial days. Some of the AI features in Appiva are better than top of the line tools in the market. Fully recommend Appiva to any company for any project/operations scheduling management Cons Nothing to say. A dynamic team shaping up well to create a brand Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 8, 2018 Thanks for your kind words. We appreciate your review and selecting our platform AN Anonymous User Co-Founder Utilities ### "Good product" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 November 13, 2018 Pros We were using another product, initially we were very much reluctant but after integration with our CRM, we found it very efficient . Cons More features needs to be implemented like canned emails as per departments Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 14, 2018 Thanks for your review. We are already adding new features. We will have email feature available in next release ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.