Task Management - Hero
Task Management - Hero

Task Management

Never Miss a Follow‑Up

Auto‑created tasks, reminders, and priorities keep every next step on track, so no lead goes cold.

Create, organize, and track tasks effortlessly to move leads through your pipeline faster

Build a task system that fits your process. Keep leads moving forward with organized, actionable next steps and stay in control with a visual, flexible task management hub.

Humans + AI in Harmony

  • Let automations create tasks the moment intent appears.
  • Your team adds the human touch.
Customizable Task Management Customizable Task Management
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Manage Tasks with Calendar View

  • Stay organized by visualizing tasks and updates in one centralized calendar view.
  • Switch between weekly and monthly views for a flexible way to manage your schedule.
  • Collaborate in real time with task comments and updates.
  • Add tasks quickly and easily right from your calendar interface.
  • Syncs with Google & Outlook to prevent double‑booking.

Visualize Task Progress with Customizable Status

  • Easily monitor task progress with customizable kanban view based on task status.
  • Identify upcoming deadlines and adjust priorities as needed.
  • Organize tasks by adding new boards for different projects, teams, or task categories.
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Centralized Task Tracking for Every Lead

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  • Collaborate seamlessly by viewing and managing all tasks related to each lead from a single place.
  • Monitor the progress of each task through a detailed activity log, tracking every update.
  • Add tasks directly from the lead detail view to stay on top of every opportunity.