Nothing slips.
Every promise becomes a tracked task. A logged activity that commits to a follow-up creates one, and the worklist sorts overdue first, then today, then leads nobody has committed to.
- Define your own statuses, priorities, categories and types
- Checklists, watchers, recurrence, snooze and automatic reminders
- Task groups, shared or personal
- Threaded comments with @mentions on accounts, deals and tasks
- File attachments on accounts and activities
- One calendar for tasks, meetings, demos, deals and bookings
From the conversation
Voice note in. Next step out.
Record a voice note after a meeting and the AI pulls out a summary, action items, pain points, competitors mentioned, and a suggested next step with a due date. Lead scores come with two or three one-click "add this task" suggestions.
Escalation
Stalled leads reach the manager.
A lead whose last activity left no next step and no open follow-up is raised to the rep, then to the manager. Every lead has a priority tier with its own warning and breach window.
10: Tasks & Follow-Ups