Never miss
a follow-up again.
Schedule calls, meetings, tasks, and deadlines directly from any opportunity. Get reminders by email or web notification before it's too late.
Plan the next step without leaving the deal
Create an activity — call, meeting, task, deadline, email, or meal — right from the opportunity record, with date, time, and priority.
Assign it to yourself or a teammate, and link it to the right opportunity or contact so context is never lost.
Get notified before you run out of time
Set up one or more reminders per activity: by email, web notification, or both, with whatever lead time you prefer.
- Reminders minutes, hours, or days before the event.
- Include external participants by email only, without exposing internal notifications.
- Every activity shows its status: pending, sent, or failed.
Team calendar in Day or Week view
See every team activity on a shared calendar, color-coded by activity type and filterable by user.
Spot scheduling conflicts instantly: the system flags availability clashes before you book a meeting on top of another.
Everything you need to never miss a follow-up
Activity types, priorities, and real-time availability, integrated with your sales pipeline.
Customizable activity types
Call, meeting, task, deadline, email, and meal by default — create your own types with a custom icon and color.
Real-time availability
While scheduling, see the assigned person's day calendar and avoid double-booking a busy slot.
Visual priorities
Mark each activity as low, medium, or high priority so your team knows what to tackle first.
Client asked for a quote with a volume discount.
Notes and context in one click
Add internal notes to any activity so any team member can pick up the follow-up without losing context.
