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Every next step—organized and on time.
Every next step—organized and on time.
Create tasks manually or via automation, group them into focused queues, and complete work—calls, emails, notes—without switching tools.
Every next step—organized and on time.
Every next step—organized and on time.
Create tasks manually or via automation, group them into focused queues, and complete work—calls, emails, notes—without switching tools.
Every next step—organized and on time.
Every next step—organized and on time.
Create tasks manually or via automation, group them into focused queues, and complete work—calls, emails, notes—without switching tools.
Stay on top of follow-ups.
Associate tasks to records, set due dates and reminders, and see meetings and calls alongside your daily list so nothing slips through the cracks.
Work in focused queues
- Call queues to dial prioritized lists with click-to-call.
- Email queues to send, log, and schedule from one view.
- Bulk actions to clear repetitive steps fast.
- Saved views to pin role-specific filters.
Automate creation
Use workflows to add tasks when deals age, forms submit, or SLAs near breach. Generate follow-ups automatically from sequences and form responses.
Track productivity
Activity trends
See tasks completed over time by owner and queue.
Outcome correlation
Connect activity volume to meetings, pipeline, and revenue.
Collaborate & handoff
- Share queues to coordinate coverage.
- Assign owners with due dates and comments.
- Timeline context keeps everyone aligned.
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