CRM feature
Tasks & activities
Plan follow-ups, meetings and tasks in account context—visible to the whole team.
Typical use cases
- → Sales schedules follow-ups after customer conversations
- → Team leads see open tasks and delays
- → New hires understand account history faster
How this feature helps you
Plan follow-ups, meetings and tasks in account context—visible to the whole team.
- ✓ Tasks with due dates and owners
- ✓ Activity history per account
- ✓ Reminders and team overview
- ✓ Traceable handovers across the team
- ✓ Linked to communication and pipeline
In the system – real workflow
Tasks & activities – Experience this feature live
In a personal demo we show how this feature works in your sales.