Tasks
Tasks and appointments tied to the record, with reminders.
2:49 walkthrough, recorded on real data.
Tasks
Tasks live on contacts, deals and pipeline stages. Each has a due date, an assignee, a priority and a reminder, and completion shows in the record's timeline. The same calendar holds appointments and video calls, and reminders go out by SMS before each one.
In this video
- Creating a task from a contact
- Due dates, assignees and priority
- The to-do list and calendar views
- Reminders and the completion trail
The capabilities
Everything below ships in every tier. You own the source, so any of it can be changed.
Tied to any record
Contact, deal or stage, so the context is one click away.
SMS reminders
Five to sixty minutes before, with an editable template.
Calendar, to-do and booked calls
Three views over the same items.
Automation-aware
Workflows and triggers can create tasks, and creating an appointment can fire an automation.
Watch next
All 31 walkthroughsContact details
4:17A contact's whole story in one record.
Workflows
2:23Multi-step automations that run a sequence of actions over time.
CRM dashboard
1:18The home screen: what needs doing, and how the pipeline looks.
See it on your own data
Book 20 minutes and we will walk through Tasks live, on your own market and data.
Own the entire acquisition engine — source code and all
One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.
$2,500
One Time Payment
Own It Forever
- Full source code — web + mobile
- 145M-contact B2B database
- AI agents + automated outreach
- Full CRM + built-in AI Developer