Built For Teams

A Solid Overview of Tasks & Appointments

 

Schedule tasks and relate them to your contacts, or deals. 

Have better control over multiple users.

Task Reminders & Notifications

 

Receive a daily email with tasks lists. We also add reminders to your tasks when a deal passes its expected closure date & when an invoice is overdue

Instant Actions using Color Code

 

Your Tasks view shows what needs to get done through our color coding, Blue is today’s tasks, Red is Overdue, Grey is upcoming.You can follow-up with customers through email. Complete, postpone, or add notes instantly.

Filter For Clarity

 

Use your filters to focus your efforts on the same day tasks and plan your day with a prioritized to-do list. You can filter by status to see overdue tasks or by assignee and know your teammate tasks.

Track Tasks inside Sales Pipeline

Keep track of Deal’s activities and tasks at a glance. You can detect deals with no assigned tasks and schedule one without leaving your tasks view. Deals with overdue tasks will alert you to take proper action.

                                                                                                  

Manage Your Daily Tasks 

Inside Customer Profile

Last and upcoming Task

 We highlight the important tasks and upcoming ones to stay on the right track. You can also add, complete or edit tasks from inside the contact profile along with viewing a list of tasks related to this particular contact.

Activity Timeline

The activity timeline in your contact profile gives you invaluable insights about emails and notes in a chronological timeline view.

Connect Your Calendar With Your CRM

Connect your calendar from your Google account, to manage your days smoothly as they’ll stay up to date on your devices