Tasks & Follow-ups
Know exactly who to follow up with today.
Tasks aren't a generic to-do list — every one is tied to the contact, deal, or company it's actually about.
Due dates that surface automatically
Your dashboard shows what's due today and what's overdue, without digging through a contact list to find it.
Categorized by what kind of task it is
Call, email, meeting, or a custom category of your own — filter your list by what you're actually about to do.
Created automatically, when it makes sense
Pair tasks with automations (see the Automations page) so a new lead or a stalled deal creates its own follow-up task without you remembering to add it.
Right on the record it's about
Open any contact or deal and see its open and completed tasks alongside its full activity history — full context, not a disconnected checklist.
Never lose track of a follow-up again.
No credit card required. Set up your customer home base in a few minutes.