Nothing falls through
Follow-ups get a due date and a home, tied to the deal that created them — not a sticky note or a mental note to circle back.
Send proposal to Ada
Follow up — Femi Studio
Confirm delivery date
A task, not a thought
Every next step becomes a tracked commitment with an owner and a due date — not a mental note that's easy to lose in a busy week.
Overdue is visible, not silent
A missed task shows up as overdue on your dashboard instead of quietly slipping past its date unnoticed.
Attached to the deal it's about
Tasks live on the deal and contact they belong to, so the context is right there — no separate to-do list that's disconnected from the actual conversation.
Built for a team, not just one person
Assign a task to a specific teammate and it shows up on their list — accountability without a status meeting to check.
How it works
Create a task from a deal
Set a next step, a due date, and an owner right from the deal or contact it relates to.
It surfaces when it's due
Tasks appear on your dashboard as they come due — and stay visible, clearly marked, if they're missed.
Close the loop
Mark it done and move on — the record stays attached to the deal for anyone who needs the history later.
Ready to try it in your own workspace?
Free to start, live in minutes, and every plan gets the full product — not a limited trial of it.
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