A lead just replied.
Now what?
A lead replied. A meeting ended. A deal moved stages. If the next step depends on someone remembering — that's where deals go quiet. Tasks & Follow-Ups is the follow-up reminder software your sales team actually needs — every next step assigned, prioritised, and visible.
How to follow up with 50 leads without forgetting
anyone. The honest answer.
At 10 leads, a rep remembers. At 50, things slip.
The real issue — follow-ups shouldn't depend on memory. Ever.
Lead replies Friday. By Monday, the moment's gone
Three reps meant to follow up. None of them did
Deal moves to Proposal Sent. No check-in task set
Meeting ends. No next step. Deal goes quiet
Rep takes a day off. Warm leads sit untouched
The follow-up happens. Whether or not
your rep remembers.
Tasks & Follow-Ups gives your team a structured way to manage every next step — so nothing gets lost between a lead reply and a closed deal. Think of it as automated CRM task management built around how your team actually works.
Follow-up task assigned to the rep
Next-step task — 'Send summary / book next call'
Rep creates a stage-specific task on the deal
Alert sent to rep + manager notified
Nudge task — 'This deal needs attention'
Follow-up task assigned to the rep
Next-step task — 'Send summary / book next call'
Rep creates a stage-specific task on the deal
Alert sent to rep + manager notified
Nudge task — 'This deal needs attention'
How a lead goes from campaign to CRM
— without you doing anything.
The flow is automatic. Here's exactly what happens:
Something needs a next step
Lead replied. Meeting ended. Deal moved stages. Rep creates a task on the lead or deal — priority, due date, assignee.
Task assigned and visible
Rep sees it in their queue. Slack notification sent. Nothing gets missed.
Lead replies
Reply logged to the timeline. Slack notification sent to the team. Rep creates a follow-up task and updates the badge.
Rep completes the task
Marked done. Logged to the timeline with a timestamp. Next task created if needed.
Managers see everything, in real time
Every open task — by rep, priority, due date. Overdue tasks flagged. The tool that reminds your team to follow up on every deal — without you having to ask.
Everything inside Tasks & Follow-Ups
— and what it actually does.
The flow is automatic. Here's exactly what happens:
Task Creation — Per Lead or Deal
Create a task on any lead or deal. Title, priority, due date, assigned rep. The foundation of any good sales follow-up automation workflow — clear ownership from the start.
Priority Levels — Critical, High, Medium, Low
Not all follow-ups are equal. Priority levels keep reps focused on what matters most today — not just what showed up first.
Where your revenue is sitting
Where deals are getting stuck
Which conversations have gone quiet
Whether you're on track or behind
Where your revenue is sitting
Where deals are getting stuck
Which conversations have gone quiet
Whether you're on track or behind
Due Dates and Overdue Alerts
Task goes overdue — rep alerted via Slack, email, and in-app. Still overdue — manager notified too. Never miss a follow-up, even when things get busy.
Personal Task Queue
All open tasks in one view. Sorted by priority and due date. The CRM that automates next steps starts here — day organised the moment they open it.
Team Task View for Managers
Every open task across the team. Who's on top, who's overdue, which deals have no active tasks. Full visibility without micromanaging.
Task History on Every Lead and Deal
Every task logged to the lead and deal it belongs to. What was done, when, and by who — before every call.
Questions people actually ask about
— Lead Management.
Reply logged to the timeline. Slack notification sent. Rep creates a follow-up task and updates the badge — same day.
Every lead gets a task. Every task has a due date and an owner. Nothing moves forward without a next step attached.
Yes. When a deal moves stages, the rep creates the relevant task directly on the deal — priority and due date included.
Rep alerted via Slack, email, and in-app. Still overdue — manager notified too.
No. Their task queue is already there — sorted by priority and due date.
Yes — on any lead or deal, any time. Priority, due date, assignee. All in the same queue.
Still have questions?
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