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
Routine 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
Workflows, invoices, reports, and roles
Automation
Automate repetitive tasks and maintain process consistency across your team.
Invoicing
Manage invoices and track payments directly within your CRM.
Analytics
Custom dashboards, funnel charts, and revenue reports with export.
Teams
Manage your team with granular access controls and role-based permissions.