Everything you need, built in.
The essentials for teams that want to move fast without giving up control.
Real activity, auto-logged
Emails, calls, meetings auto-logged against contacts and deals. No manual entry.
Smart reminders
Due-date reminders, snooze, and AI-detected follow-up opportunities.
Team task queues
Shared queues for SDR teams. Round-robin assignment and capacity balancing.
Next-best-action
AI suggests the best task to do next based on deal value and stale timing.
Personal task list
Your morning, organized.
Start every day with a clean task list, prioritized by AI. See what's due, what's overdue, what's coming up — all tied to real deals and real money on the line.
- Priority sorting: high / medium / low
- Due-date grouping: today, this week, later
- Bulk-complete or reassign across tasks
- One-click to open the related deal or contact
Today
Demo with Figma · 10am
Meeting
Proposal prep · $128K Stripe
High
Follow-up: Vercel
Medium
Team visibility
See what everyone's working on.
Manager views for every rep's task queue, completion rate, overdue count, and load balance. Spot bottlenecks before they become excuses.
- Per-rep load and overdue counts
- Reassignment with drag-and-drop
- Capacity alerts when reps are overloaded
- Historical completion rate per rep
Team load
Today
Alex M. · 12 tasks
On track
Jordan L. · 8 tasks
Light
Sam R. · 18 tasks
Overloaded
Teams ship revenue with this.
Real-world use cases across every revenue function.
SDRs hitting activity goals
Daily task queues with auto-logged activities. Manager dashboards show calls, emails, meetings per rep.
AEs managing long deal cycles
Tasks tied to deals ensure no stakeholder is forgotten, no next-step is dropped.
Managers coaching their team
See who's on top of their pipeline and who needs a conversation.
Frequently asked questions
Can tasks be automated?
Yes — create tasks via workflows when deals enter a stage, when a contact is created, or when a meeting ends.
Can I sync tasks with Google Tasks or Todoist?
Native Google Tasks sync is available. Third-party task apps supported via Zapier and Make.
What's the mobile experience?
iOS and Android apps with push notifications for task reminders and team assignments.
Keep exploring