Task Management
Create, assign, and track tasks with due dates
Task Types
Call, Email, Meeting, To-Do, Custom types
Priority Levels
Low, Medium, High priority classification
Task Views
Today, Kanban, List, Bundles views
Task Bundles
Reusable task templates for common workflows
Playbook-driven tasks
Codex playbooks (defined under Lists) auto-create the right follow-up tasks
Auto-Task Creation
Automatic follow-up tasks from automations
Overdue Tracking
Visual indicators for overdue tasks
Activity Logging
Manual and automatic activity tracking
Calendar Integration
Two-way sync with Google Calendar and Outlook
Meeting Tracking
Calendar events synced as activities
Engage the whole buying group with full context
Contacts
Contacts and companies with custom fields, clustering, search, and bulk actions.
Communication
Unified inbox and email sync, plus browser-based meeting recording: transcripts and Lumo summaries land on the right contact automatically.
Lists
Dynamic segments of the people already in your workspace, filtered, scored, and ready to hand off to your connected outreach tools.