Never Drop the Ball on Follow-Up
Intelligent task management ensures every prospect gets proper follow-up. Prioritized queues, smart reminders, and automated task creation keep reps focused on what matters.
Task Queue Optimization
AI prioritizes your task list based on deal value, timing, and engagement signals. Work the highest-impact tasks first, every time.
Key Capabilities
Task Features
- Task creation and assignment
- Due date and priority
- Associated records
- Recurring tasks
- Task templates
Smart Reminders
- Multi-channel reminders
- Escalation rules
- Snooze options
- Time-zone aware
- Notification preferences
Queue Management
- Priority sorting
- Filter and views
- Bulk actions
- Task completion tracking
- Overdue management
Automated Task Creation
Workflows automatically create tasks based on triggers: deal stage changes, time since last contact, engagement events, and more.
Manager Visibility
See task completion rates, overdue tasks, and workload distribution across your team. Identify reps who need help staying organized.