Never Miss a Follow-Up Again
Create tasks linked to deals and contacts with due dates, priorities, and reminders. Stay organized and ensure every prospect gets timely attention.
Why Teams Love Tasks & Reminders
Zero Missed Follow-Ups
Automated reminders ensure every prospect gets contacted at the right time.
Prioritized Workflow
See your most important tasks first with priority-based sorting and due date views.
Deal-Linked Tasks
Tasks are tied to specific deals and contacts, so context is always one click away.
Team Task Management
Assign tasks to team members and track completion rates across the org.
What You Can Do
Smart Reminders
Get reminded via in-app notifications before tasks are due.
Recurring Tasks
Set tasks to repeat daily, weekly, or on a custom schedule.
Task Templates
Create task templates for common sales workflows like onboarding sequences.
Due Date Views
Filter tasks by today, this week, overdue, or upcoming for focused execution.
Common Use Cases
Frequently Asked Questions
Can tasks be linked to deals and contacts?
Yes, every task can be linked to a deal, contact, or both. You see all related tasks when viewing a deal or contact.
Do tasks support recurring schedules?
Yes, create recurring tasks that repeat daily, weekly, monthly, or on any custom interval.
Can I assign tasks to team members?
Yes, assign tasks to any team member. They will receive notifications and see the task in their personal task list.
How do reminders work?
You receive in-app notifications when tasks are approaching their due date. Configure reminder timing per task.
Ready to Try Tasks & Reminders?
Start your free trial and see how Tasks & Reminders can transform your sales workflow.
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