Never miss a follow-up
Assign, track, and complete tasks — with full pipeline visibility.
Linked to Leads
Every task connects to a lead or contact. Full context before every call or meeting.
Bulk Create
Create 50 tasks at once for your team. Assign, set due dates, add notes in one action.
Smart Reminders
Get notified before deadlines via email and in-app. No lead falls through the cracks.
Everything in Task Management
Task Kanban board
Bulk create 50 tasks
Team assignments
Due dates & priorities
Recurring tasks
Time tracking
Task templates
Mobile notifications
Who uses Task Management?
Sales Team
Daily follow-up tasks auto-created after every demo call.
Operations
Recurring weekly check-in tasks for key accounts.
HR
Onboarding task checklists for new employees.
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