AI Email Marketing

Tasks and reminders

Follow-ups with a due date and an owner, with an alert when they are overdue.

Work your tasks

My tasks shows what is assigned to you. Overdue, Due today, Upcoming, Everyone and Done are one click away.
Click New task, or add a task from a contact, company or deal so it is linked there.
Tick tasks to mark them done, move them to tomorrow or next week, hand them to a teammate or delete them.
When a task passes its due date, the bell shows an alert. An automation can also act on it.
Tasks due today also appear in the CRM inbox.