Feature
Automated Tasks
Follow-up suggestions generated from real signals, not arbitrary timers. Every task ties back to the event that created it, so you always know why it's on your list.
Tasks fire when…
- Contact submits a form
- Email clicked but no reply within 48 hours
- Lifecycle stage advances to Sales Qualified
- Payment overdue or invoice failure
- No activity for 30 days on an open deal
Daily task reminder emails
Every morning, your overdue and due-today follow-ups land in your inbox in one compact email with a one-click link to your task list, so nothing slips, even on the days you don't log in. Zero-noise: no email on a day with nothing due, and one tap in Account settings turns it off. Included on every plan.
Native calendar view + ICS export
See task due dates and deal expected-close dates on a built-in month view, and download your CRM calendar as a standard .ics file that opens in Apple Calendar, Outlook, or anything else. No Google account required. Included on every plan.