Abstract: Systems for assigning, monitoring, managing and completing tasks and other activities through a customer-relationship management or other data repository are disclosed in the present application. A variety of novel user interfaces and graphical overlays are also disclosed and within the scope of the present disclosure. Methods for assigning, monitoring, managing and completing tasks are also disclosed.

Abstract: Systems for identifying, tagging, modifying and reconciling information contained in a document are the subjects of the present disclosure. In one embodiment, the document may be linked to one or more source data formats, which are maintained as the document is modified by one or more users over time. The modifications are tracked and associated source data is updated to reflect those modifications. Clauses, terms and conditions may be revised and templates created based on revisions, and accessed by a user for subsequent use. Methods for selecting, modifying, reconciling and tracking a document, as well as presenting suggestions for a document are also disclosed.

Abstract: Systems and methods for requesting, tracking and reporting modifications to a record are the subject of the present disclosure. In one embodiment, the record is associated with a customer-relationship management or CRM system. According to varying embodiments, the system and method may be implemented through the use of one or more modules and may permit one of several actions to be taken with respect to a record.