CRM
Tasks and Activities

Stay on top of every task

Organize work, automate follow-ups, and keep teams aligned with shared context on every record. Prioritize what matters, see who owns what, and move faster together.
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A dashboard with tasks, an inbox for follow-ups, and a pipeline showing ownership and progress for team alignment.

One place to plan and execute work.

Combine tasks, notes, files, email, and comments alongside customer records. Save views for today, this week, and SLA breach risk—then automate the next step.

Plan your day with clarity

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  • List and board views with filters, saved views, and focus mode.
  • Due dates, reminders, and priorities that reflect SLAs.
  • @mentions and comments to align stakeholders in context.
  • Subtasks and checklists for repeatable workflows.
A dashboard showing organized tasks, clear ownership, and automated follow-ups, prioritizing important work for faster team alignment.

Automate follow-ups and handoffs

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  • Trigger tasks on stage changes, form submits, or ticket updates.
  • Recurring tasks and templates for consistent execution.
  • Auto-assign owners, set due dates, and add watchers on risk.
  • SLA timers and breach alerts to protect response times.
A dashboard showing automated tasks, recurring reminders, and alerts for smooth follow-ups and handoffs in a workflow.

Work where you already are

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  • Email and calendar sync for seamless scheduling.
  • Notifications across web, mobile, and chat.
  • Two-way updates from shared inbox and calls.
  • Permissions and record follow to control visibility.
A multi-device screen displaying a unified inbox with calendar integration and chat notifications, showing seamless workflows.

Report and improve

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  • Dashboards for throughput, completion time, and aging tasks.
  • Workload views to balance assignments across the team.
  • Audit trails to understand delays and blockers.
  • Custom reports to track SLA adherence and outcomes.
A UI mockup showing dashboards, workload views, and reports with clear metrics and charts to help teams analyze and improve performance.

Have a question for our sales team?

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Frequently asked questions

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Workflows

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