Tasks & Reminders

Every task carries a type — call, email, meeting, follow-up, SMS, LinkedIn, and more — so your task list reads like an actual to-do list, not a wall of identical checkboxes. Set a due date, push it back when plans change, or skip typing it entirely: workflows can create the task or reminder for you the moment a trigger fires.

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What you get

Typed tasks (call, email, meeting, follow-up, SMS, LinkedIn, and more) instead of one generic task type

Reminders are a distinct, separate concept from tasks — not the same thing with a different label

Push a due date forward with one click when a call gets rescheduled

Workflows auto-create tasks or reminders on a trigger, with the due date set relative to when it fires (e.g. 3 days later)

Triggers for a task being created, completed, overdue, or assigned — so the rest of a workflow can react to it

Every task and reminder ties back to its contact, company, or deal automatically

Built for how you actually work

Sales Teams

A "Follow up" task is created automatically 3 days after a deal goes quiet, typed and assigned to the deal owner with no one having to remember.

Agencies

Client onboarding automatically queues a sequence of typed tasks — kickoff call, contract follow-up, first check-in — so nothing depends on someone's memory.

Mortgage Brokers

A reminder fires automatically when a rate lock is approaching expiry, separate from the loan officer's regular task list.

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