Create the task
From the customer profile or the task list in one click.
Every follow-up has a date and an owner.
Create a task for any customer: a call, a proposal, a visit. Set a due date and owner, and reminders arrive on time. Missed calls and automations create tasks on their own.
SEE IT IN ACTION
Tasks and follow-ups
A task with a due date and owner per customer, with reminders so no one is forgotten.
- Call and record inside the platform
- Call outcomes move the stage
- Calling campaigns with an AI agent
HOW IT WORKS
Three steps, and it’s running.
Assign it
Choose the teammate and the due date.
Complete it
Mark it done and it stays in the customer’s history.
WHY IT MATTERS
What you gain.
An organized day
Every teammate starts the day with a clear list.
Timely reminders
No promise to a customer is forgotten.
Visibility for managers
See what’s overdue and who needs help.
One profile per customer
Details, tags, notes and every chat, call and booking in one timeline.
Sales pipeline board
Drag customers between stages and see each stage’s value, with stages you tailor to your business.
Import and clean up
Import from Excel, find and merge duplicates, and save the views you use every day.
Segments and tags
Filter by source, stage or tag, and send the segment to a campaign in one click.
Sync with your systems
Connect HubSpot, Zoho, Salesforce or Odoo to keep customers in sync.
