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Activities & Reminders

Never Miss a Follow-Up Again

Plan tasks, calls and meetings against every lead, and see at a glance what is due today and what is overdue.

5 typesTasks, calls, meetings, notes, emails
Due todayAlways one click away
OverdueHighlighted so it gets done

Everything you need to stay on top of follow-ups

Most deals are lost to silence, not to a competitor. Activities and reminders keep every lead moving.

Tasks, calls and meetings

Log or schedule every kind of activity against a lead, contact, company or deal.

Reminders on any lead

Set a reminder with a note, straight from the leads list.

Overdue stands out

Overdue reminders are highlighted in the list so they are impossible to miss.

Due today, upcoming, overdue

Filter your activities by what needs doing now, next and what slipped.

On your dashboard

See your activity counts by status, and click any number to open the list.

Alerts on your phone

Get notified on the mobile app so a follow-up never depends on remembering.

How it works

1

Schedule it

Add a task, call or meeting, or set a reminder with a short note.

2

Get reminded

It appears under due today when the day comes.

3

Do it

Call, message or meet, then log what happened.

4

Plan the next step

Set the next reminder so the lead keeps moving.

Why it matters

Common questions

Tasks, calls, meetings, notes and emails.

Overdue reminders are highlighted in the leads list, and you can filter activities by due today, upcoming and overdue.

Yes. Open the reminder on any lead, add a note and choose when you want to be reminded.

Yes. Owners can see everyone's activities, and can filter the dashboard by user.

Related features

Make follow-ups automatic

Book a short demo and see how your team can stay on top of every lead.