How It Works
Automatic Task Creation
Automatically generate follow-up tasks based on call outcomes, client interactions, and predefined business rules.
Smart Reminders
Intelligent reminder system that considers your schedule, client preferences, and optimal contact times.
Deadline Management
Track task deadlines with visual indicators and automatic escalations to ensure nothing falls through the cracks.
Recurring Tasks
Set up recurring tasks for regular client check-ins, maintenance calls, and periodic reviews.
Priority Management
Organize tasks by priority levels with smart sorting to focus on high-impact activities first.
Workflow Automation
Create custom workflows that automatically trigger task sequences based on specific events or conditions.
Impact on Your Business
Reduction in Missed Follow-ups
Faster Task Completion
Improvement in Client Satisfaction
Increase in Productivity
Real-World Applications
Scenario
After a sales call, a representative promises to send a proposal by Friday and follow up the next week, but often forgets these commitments.
Outcome
The system automatically creates a task to send the proposal with a Thursday reminder, plus a follow-up task scheduled for the following Monday.
Scenario
A financial advisor needs to remind clients about policy renewals 30 days before expiration across hundreds of policies.
Outcome
Recurring tasks are automatically created for each policy with customized reminder schedules, ensuring no renewal is missed.
Scenario
A consulting team has complex project workflows where completion of one task should trigger multiple follow-up actions.
Outcome
Workflow automation ensures that when a project milestone is marked complete, all dependent tasks are automatically created and assigned.
Key Capabilities
Integrations & Compatibility
Google Calendar
Sync tasks and deadlines with your Google Calendar
Outlook Integration
Two-way sync with Microsoft Outlook tasks and calendar
Slack Notifications
Receive task reminders and updates in Slack channels
WhatsApp Reminders
Get task notifications via WhatsApp messages
Zapier Automation
Connect with 1000+ apps for advanced workflow automation
Email Automation
Send automated email reminders and follow-ups